Filed: 8/14/2026ACC: 0001855655-26-000014
📋 What this filing means
PARADIGM BIOCAPITAL ADVISORS LP filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $5.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$5.34B
Total AUM (reported)
116.13M
Total Shares
Allocation by class
COM$4.11B77.0%
SPONSORED ADS$550.61M10.3%
COM NEW$520.72M9.8%
COM PAR $.01$141.38M2.6%
ADS$15.12M0.3%
Portfolio Concentration
Top 3$2.34B43.8%
4–10$1.68B31.4%
11–25$1.27B23.8%
Rest$52.66M1.0%
Top 3 weight
43.8%
Top 10 weight
75.2%
Voting Authority Distribution
Total shares with voting rights: 116.13M
Sole
Full voting authority
116.13M
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)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
REVOLUTION MEDICINES INC
SOLEShares6.36M
TypeSH
Market value$1.19B
22.31%
Sole
6.36M
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares5.92M
TypeSH
Market value$731.67M
13.70%
Sole
5.92M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares10.22M
TypeSH
Market value$415.05M
7.77%
Sole
10.22M
Shared
0.00
None
0.00
GENMAB A/S
SOLEShares13.13M
TypeSH
Market value$360.77M
6.76%
Sole
13.13M
Shared
0.00
None
0.00
SPYRE THERAPEUTICS INC
SOLEShares3.84M
TypeSH
Market value$340.98M
6.38%
Sole
3.84M
Shared
0.00
None
0.00
APOGEE THERAPEUTICS INC
SOLEShares1.58M
TypeSH
Market value$209.23M
3.92%
Sole
1.58M
Shared
0.00
None
0.00
ORUKA THERAPEUTICS INC
SOLEShares2.14M
TypeSH
Market value$204.09M
3.82%
Sole
2.14M
Shared
0.00
None
0.00
TANGO THERAPEUTICS INC
SOLEShares6.36M
TypeSH
Market value$198.74M
3.72%
Sole
6.36M
Shared
0.00
None
0.00
BELITE BIO INC
SOLEShares1.23M
TypeSH
Market value$189.84M
3.55%
Sole
1.23M
Shared
0.00
None
0.00
ERASCA INC
SOLEShares9.55M
TypeSH
Market value$174.96M
3.28%
Sole
9.55M
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares2.78M
TypeSH
Market value$174.70M
3.27%
Sole
2.78M
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares480K
TypeSH
Market value$144.49M
2.71%
Sole
480K
Shared
0.00
None
0.00
INSMED INC
SOLEShares1.33M
TypeSH
Market value$141.38M
2.65%
Sole
1.33M
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares2.51M
TypeSH
Market value$138.44M
2.59%
Sole
2.51M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares2.13M
TypeSH
Market value$123.69M
2.32%
Sole
2.13M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares6.72M
TypeSH
Market value$123.52M
2.31%
Sole
6.72M
Shared
0.00
None
0.00
OLEMA PHARMACEUTICALS INC
SOLEShares8.67M
TypeSH
Market value$108.47M
2.03%
Sole
8.67M
Shared
0.00
None
0.00
JADE BIOSCIENCES INC
SOLEShares2.86M
TypeSH
Market value$63.49M
1.19%
Sole
2.86M
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares1.83M
TypeSH
Market value$58.41M
1.09%
Sole
1.83M
Shared
0.00
None
0.00
ASSEMBLY BIOSCIENCES INC
SOLEShares1.55M
TypeSH
Market value$42.70M
0.80%
Sole
1.55M
Shared
0.00
None
0.00
EYEPOINT INC
SOLEShares2.89M
TypeSH
Market value$41.33M
0.77%
Sole
2.89M
Shared
0.00
None
0.00
ACHIEVE LIFE SCIENCE INC
SOLEShares4.95M
TypeSH
Market value$32.34M
0.61%
Sole
4.95M
Shared
0.00
None
0.00
VOR BIOPHARMA INC
SOLEShares1.75M
TypeSH
Market value$32.22M
0.60%
Sole
1.75M
Shared
0.00
None
0.00
MAPLIGHT THERAPEUTICS INC
SOLEShares685.85K
TypeSH
Market value$24.58M
0.46%
Sole
685.85K
Shared
0.00
None
0.00
KARDIGAN INC
SOLEShares900K
TypeSH
Market value$21.46M
0.40%
Sole
900K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REVOLUTION MEDICINES INCSOLE | COM | 6.36M | SH | $1.19B 22.31% | 6.36M | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 5.92M | SH | $731.67M 13.70% | 5.92M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 10.22M | SH | $415.05M 7.77% | 10.22M | 0.00 | 0.00 |
GENMAB A/SSOLE | SPONSORED ADS | 13.13M | SH | $360.77M 6.76% | 13.13M | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 3.84M | SH | $340.98M 6.38% | 3.84M | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 1.58M | SH | $209.23M 3.92% | 1.58M | 0.00 | 0.00 |
ORUKA THERAPEUTICS INCSOLE | COM | 2.14M | SH | $204.09M 3.82% | 2.14M | 0.00 | 0.00 |
TANGO THERAPEUTICS INCSOLE | COM | 6.36M | SH | $198.74M 3.72% | 6.36M | 0.00 | 0.00 |
BELITE BIO INCSOLE | SPONSORED ADS | 1.23M | SH | $189.84M 3.55% | 1.23M | 0.00 | 0.00 |
ERASCA INCSOLE | COM | 9.55M | SH | $174.96M 3.28% | 9.55M | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 2.78M | SH | $174.70M 3.27% | 2.78M | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 480K | SH | $144.49M 2.71% | 480K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 1.33M | SH | $141.38M 2.65% | 1.33M | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 2.51M | SH | $138.44M 2.59% | 2.51M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 2.13M | SH | $123.69M 2.32% | 2.13M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 6.72M | SH | $123.52M 2.31% | 6.72M | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCSOLE | COM | 8.67M | SH | $108.47M 2.03% | 8.67M | 0.00 | 0.00 |
JADE BIOSCIENCES INCSOLE | COM NEW | 2.86M | SH | $63.49M 1.19% | 2.86M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 1.83M | SH | $58.41M 1.09% | 1.83M | 0.00 | 0.00 |
ASSEMBLY BIOSCIENCES INCSOLE | COM NEW | 1.55M | SH | $42.70M 0.80% | 1.55M | 0.00 | 0.00 |
EYEPOINT INCSOLE | COM NEW | 2.89M | SH | $41.33M 0.77% | 2.89M | 0.00 | 0.00 |
ACHIEVE LIFE SCIENCE INCSOLE | COM | 4.95M | SH | $32.34M 0.61% | 4.95M | 0.00 | 0.00 |
VOR BIOPHARMA INCSOLE | COM NEW | 1.75M | SH | $32.22M 0.60% | 1.75M | 0.00 | 0.00 |
MAPLIGHT THERAPEUTICS INCSOLE | COM | 685.85K | SH | $24.58M 0.46% | 685.85K | 0.00 | 0.00 |
KARDIGAN INCSOLE | COM | 900K | SH | $21.46M 0.40% | 900K | 0.00 | 0.00 |
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