Filed: 5/15/2026ACC: 0001855655-26-000011
📋 What this filing means
PARADIGM BIOCAPITAL ADVISORS LP filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $4.89B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$4.89B
Total AUM (reported)
110.49M
Total Shares
Allocation by class
COM$3.03B61.9%
COMMON STOCK$696.13M14.2%
SPONSORED ADS$645.78M13.2%
COM NEW$294.29M6.0%
COM PAR $.01$205.13M4.2%
ADS$22.20M0.5%
Portfolio Concentration
Top 3$1.86B37.9%
4–10$1.46B29.7%
11–25$1.35B27.6%
Rest$230.82M4.7%
Top 3 weight
37.9%
Top 10 weight
67.6%
Voting Authority Distribution
Total shares with voting rights: 110.49M
Sole
Full voting authority
110.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
ARCELLX INC
SOLEShares5.77M
TypeSH
Market value$662.97M
13.55%
Sole
5.77M
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares6.66M
TypeSH
Market value$647.27M
13.23%
Sole
6.66M
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares5.32M
TypeSH
Market value$545.49M
11.15%
Sole
5.32M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares4.79M
TypeSH
Market value$278.52M
5.69%
Sole
4.79M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares7.37M
TypeSH
Market value$232.00M
4.74%
Sole
7.37M
Shared
0.00
None
0.00
GENMAB A/S
SOLEShares7.97M
TypeSH
Market value$213.78M
4.37%
Sole
7.97M
Shared
0.00
None
0.00
INSMED INC
SOLEShares1.25M
TypeSH
Market value$205.13M
4.19%
Sole
1.25M
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares2.56M
TypeSH
Market value$179.74M
3.67%
Sole
2.56M
Shared
0.00
None
0.00
BELITE BIO INC
SOLEShares1.11M
TypeSH
Market value$177.74M
3.63%
Sole
1.11M
Shared
0.00
None
0.00
ERASCA INC
SOLEShares10.39M
TypeSH
Market value$168.15M
3.44%
Sole
10.39M
Shared
0.00
None
0.00
CENTESSA PHARMACEUTICALS PLC
SOLEShares3.57M
TypeSH
Market value$141.96M
2.90%
Sole
3.57M
Shared
0.00
None
0.00
OLEMA PHARMACEUTICALS INC
SOLEShares8.02M
TypeSH
Market value$119.59M
2.44%
Sole
8.02M
Shared
0.00
None
0.00
TERNS PHARMACEUTICALS INC
SOLEShares2.22M
TypeSH
Market value$116.85M
2.39%
Sole
2.22M
Shared
0.00
None
0.00
ORUKA THERAPEUTICS INC
SOLEShares2.32M
TypeSH
Market value$113.81M
2.33%
Sole
2.32M
Shared
0.00
None
0.00
APOGEE THERAPEUTICS INC
SOLEShares1.35M
TypeSH
Market value$113.48M
2.32%
Sole
1.35M
Shared
0.00
None
0.00
SPYRE THERAPEUTICS INC
SOLEShares1.96M
TypeSH
Market value$98.72M
2.02%
Sole
1.96M
Shared
0.00
None
0.00
CYTOKINETICS INC
SOLEShares1.48M
TypeSH
Market value$97.60M
1.99%
Sole
1.48M
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares772.47K
TypeSH
Market value$86.01M
1.76%
Sole
772.47K
Shared
0.00
None
0.00
TANGO THERAPEUTICS INC
SOLEShares4.01M
TypeSH
Market value$83.88M
1.71%
Sole
4.01M
Shared
0.00
None
0.00
MAZE THERAPEUTICS INC
SOLEShares2.74M
TypeSH
Market value$81.92M
1.67%
Sole
2.74M
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares2.05M
TypeSH
Market value$78.71M
1.61%
Sole
2.05M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares3.15M
TypeSH
Market value$61.59M
1.26%
Sole
3.15M
Shared
0.00
None
0.00
SCHOLAR ROCK HLDG CORP
SOLEShares1.23M
TypeSH
Market value$60.27M
1.23%
Sole
1.23M
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC
SOLEShares625K
TypeSH
Market value$57.74M
1.18%
Sole
625K
Shared
0.00
None
0.00
EYEPOINT INC
SOLEShares3.14M
TypeSH
Market value$40.51M
0.83%
Sole
3.14M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARCELLX INCSOLE | COMMON STOCK | 5.77M | SH | $662.97M 13.55% | 5.77M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 6.66M | SH | $647.27M 13.23% | 6.66M | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 5.32M | SH | $545.49M 11.15% | 5.32M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 4.79M | SH | $278.52M 5.69% | 4.79M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 7.37M | SH | $232.00M 4.74% | 7.37M | 0.00 | 0.00 |
GENMAB A/SSOLE | SPONSORED ADS | 7.97M | SH | $213.78M 4.37% | 7.97M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 1.25M | SH | $205.13M 4.19% | 1.25M | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 2.56M | SH | $179.74M 3.67% | 2.56M | 0.00 | 0.00 |
BELITE BIO INCSOLE | SPONSORED ADS | 1.11M | SH | $177.74M 3.63% | 1.11M | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 10.39M | SH | $168.15M 3.44% | 10.39M | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 3.57M | SH | $141.96M 2.90% | 3.57M | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCSOLE | COM | 8.02M | SH | $119.59M 2.44% | 8.02M | 0.00 | 0.00 |
TERNS PHARMACEUTICALS INCSOLE | COM | 2.22M | SH | $116.85M 2.39% | 2.22M | 0.00 | 0.00 |
ORUKA THERAPEUTICS INCSOLE | COM | 2.32M | SH | $113.81M 2.33% | 2.32M | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 1.35M | SH | $113.48M 2.32% | 1.35M | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 1.96M | SH | $98.72M 2.02% | 1.96M | 0.00 | 0.00 |
CYTOKINETICS INCSOLE | COM NEW | 1.48M | SH | $97.60M 1.99% | 1.48M | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 772.47K | SH | $86.01M 1.76% | 772.47K | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 4.01M | SH | $83.88M 1.71% | 4.01M | 0.00 | 0.00 |
MAZE THERAPEUTICS INCSOLE | COM | 2.74M | SH | $81.92M 1.67% | 2.74M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 2.05M | SH | $78.71M 1.61% | 2.05M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 3.15M | SH | $61.59M 1.26% | 3.15M | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPSOLE | COM | 1.23M | SH | $60.27M 1.23% | 1.23M | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 625K | SH | $57.74M 1.18% | 625K | 0.00 | 0.00 |
EYEPOINT INCSOLE | COM NEW | 3.14M | SH | $40.51M 0.83% | 3.14M | 0.00 | 0.00 |
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