13F HOLDINGS REPORT
Paradigm Biocapital Advisors LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001855655-25-000010
Total Value
$2.34B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NUVALENT INC | NUVL | 5,269,433 | $402.1M | 17.17% |
| 2 | ARCELLX INC | ACLX | 4,649,016 | $306.1M | 13.07% |
| 3 | MERUS N V | N5749R100 | 4,281,954 | $225.2M | 9.62% |
| 4 | REVOLUTION MEDICINES INC | RVMDW | 6,093,291 | $224.2M | 9.57% |
| 5 | TARSUS PHARMACEUTICALS INC | TARS | 2,976,099 | $120.6M | 5.15% |
| 6 | VAXCYTE INC | PCVX | 3,372,837 | $109.7M | 4.68% |
| 7 | BEONE MEDICINES LTD | BEIGF | 347,787 | $84.2M | 3.59% |
| 8 | EDGEWISE THERAPEUTICS INC | EWTX | 6,142,344 | $80.5M | 3.44% |
| 9 | COGENT BIOSCIENCES INC | COGT | 10,352,449 | $74.3M | 3.17% |
| 10 | JANUX THERAPEUTICS INC | JANX | 2,920,258 | $67.5M | 2.88% |
| 11 | CRINETICS PHARMACEUTICALS IN | CRNX | 2,343,553 | $67.4M | 2.88% |
| 12 | DISC MEDICINE INC | IRON | 1,210,971 | $64.1M | 2.74% |
| 13 | SCHOLAR ROCK HLDG CORP | SRRK | 1,600,554 | $56.7M | 2.42% |
| 14 | LENZ THERAPEUTICS INC | LENZ | 1,717,066 | $50.3M | 2.15% |
| 15 | BRIDGEBIO PHARMA INC | BBIO | 965,764 | $41.7M | 1.78% |
| 16 | APOGEE THERAPEUTICS INC | APGE | 958,630 | $41.6M | 1.78% |
| 17 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 878,323 | $41.5M | 1.77% |
| 18 | ALKERMES PLC | ALKS | 1,375,569 | $39.4M | 1.68% |
| 19 | VIRIDIAN THERAPEUTICS INC | VRDN | 2,741,576 | $38.3M | 1.64% |
| 20 | AGIOS PHARMACEUTICALS INC | AGIO | 1,142,511 | $38.0M | 1.62% |
| 21 | OCULAR THERAPEUTIX INC | OCUL | 3,420,340 | $31.7M | 1.36% |
| 22 | OLEMA PHARMACEUTICALS INC | OLMA | 6,764,172 | $28.8M | 1.23% |
| 23 | SPYRE THERAPEUTICS INC | SYRE | 1,870,445 | $28.0M | 1.20% |
| 24 | Y-MABS THERAPEUTICS INC | 984241109 | 4,236,346 | $19.1M | 0.82% |
| 25 | PHARVARIS N V | PHVS | 1,062,911 | $18.7M | 0.80% |
| 26 | IMMATICS N.V | IMTX | 3,144,157 | $16.9M | 0.72% |
| 27 | ERASCA INC | ERAS | 11,907,182 | $15.1M | 0.65% |
| 28 | CRESCENT BIOPHARMA INC. | CBIO | 642,721 | $10.4M | 0.44% |