Paradigm Biocapital Advisors LP Quant / Systematic

Location: New York, NY

CIK: 0001855655 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $4.894B (100.0% shares, 0.0% debt)

Holdings (35)

ACLX ARCELLX INC 13.5%

Value $663M Shares 5,774,016 Est. Cost $48.76 Unrealized +46.2%

RVMD REVOLUTION MEDICINES INC 13.2%

Value $647M Shares 6,655,703 Est. Cost $38.36 Unrealized +168.6%

NUVL NUVALENT INC 11.1%

Value $545M Shares 5,324,433 Est. Cost $61.16 Unrealized +69.5%

PCVX VAXCYTE INC 5.7%

Value $279M Shares 4,793,020 Est. Cost $55.04 Unrealized -4.1%

EWTX EDGEWISE THERAPEUTICS INC 4.7%

Value $232M Shares 7,365,038 Est. Cost $21.00 Unrealized +34.2%

GMAB GENMAB A/S 4.4%

Value $214M Shares 7,967,836 Est. Cost $30.28 Unrealized —

INSM INSMED INC 4.2%

Value $205M Shares 1,254,488 Est. Cost $159.03 Unrealized 0.0%

TARS TARSUS PHARMACEUTICALS INC 3.7%

Value $180M Shares 2,562,154 Est. Cost $28.61 Unrealized +143.6%

BLTE BELITE BIO INC 3.6%

Value $178M Shares 1,114,784 Est. Cost $159.44 Unrealized —

ERAS ERASCA INC 3.4%

Value $168M Shares 10,392,702 Est. Cost $2.22 Unrealized +352.2%

CNTA CENTESSA PHARMACEUTICALS PLC 2.9%

Value $142M Shares 3,574,048 Est. Cost $39.72 Unrealized —

OLMA OLEMA PHARMACEUTICALS INC 2.4%

Value $120M Shares 8,020,576 Est. Cost $10.16 Unrealized +150.4%

TERN TERNS PHARMACEUTICALS INC 2.4%

Value $117M Shares 2,216,499 Est. Cost $32.21 Unrealized +16.3%

ORKA ORUKA THERAPEUTICS INC 2.3%

Value $114M Shares 2,320,316 Est. Cost $29.07 Unrealized +11.6%

APGE APOGEE THERAPEUTICS INC 2.3%

Value $113M Shares 1,348,243 Est. Cost $49.13 Unrealized +47.0%

SYRE SPYRE THERAPEUTICS INC 2.0%

Value $98.72M Shares 1,957,266 Est. Cost $28.17 Unrealized +22.6%

CYTK CYTOKINETICS INC 2.0%

Value $97.6M Shares 1,480,857 Est. Cost $64.44 Unrealized 0.0%

ABVX ABIVAX SA 1.8%

Value $86.01M Shares 772,473 Est. Cost $84.90 Unrealized —

TNGX TANGO THERAPEUTICS INC 1.7%

Value $83.88M Shares 4,009,679 Est. Cost $11.91 Unrealized 0.0%

MAZE MAZE THERAPEUTICS INC 1.7%

Value $81.92M Shares 2,744,399 Est. Cost $44.04 Unrealized 0.0%

TYRA TYRA BIOSCIENCES INC 1.6%

Value $78.71M Shares 2,054,991 Est. Cost $30.25 Unrealized 0.0%

VRDN VIRIDIAN THERAPEUTICS INC 1.3%

Value $61.59M Shares 3,148,893 Est. Cost $24.89 Unrealized +23.9%

SRRK SCHOLAR ROCK HLDG CORP 1.2%

Value $60.27M Shares 1,226,080 Est. Cost $33.97 Unrealized +33.9%

MIRM MIRUM PHARMACEUTICALS INC 1.2%

Value $57.74M Shares 625,000 Est. Cost $96.57 Unrealized 0.0%

EYPT EYEPOINT INC 0.8%

Value $40.51M Shares 3,142,437 Est. Cost $12.73 Unrealized +19.6%

LXEO LEXEO THERAPEUTICS INC 0.7%

Value $35.5M Shares 6,184,134 Est. Cost $8.76 Unrealized -14.0%

MANE VERADERMICS INC 0.7%

Value $33.15M Shares 525,000 Est. Cost $63.15 Unrealized —

VOR VOR BIOPHARMA INC 0.6%

Value $31.22M Shares 1,750,000 Est. Cost $18.62 Unrealized -24.9%

URGN UROGEN PHARMA LTD 0.6%

Value $30.64M Shares 1,703,949 Est. Cost $18.17 Unrealized +14.7%

GPCR STRUCTURE THERAPEUTICS INC 0.5%

Value $26.28M Shares 545,287 Est. Cost $48.20 Unrealized —

IVA INVENTIVA SA 0.5%

Value $22.2M Shares 4,000,000 Est. Cost $4.65 Unrealized —

ORIC ORIC PHARMACEUTICALS INC 0.4%

Value $21.55M Shares 1,701,217 Est. Cost $11.51 Unrealized -6.5%

ASMB ASSEMBLY BIOSCIENCES INC 0.4%

Value $18.46M Shares 665,251 Est. Cost $32.21 Unrealized -11.5%

BBOT BRIDGEBIO ONCOLOGY THERAPEUT 0.2%

Value $7.771M Shares 868,213 Est. Cost $11.74 Unrealized —

KLRS KALARIS THERAPEUTICS INC 0.1%

Value $4.039M Shares 700,000 Est. Cost $6.39 Unrealized +46.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ACLX	ARCELLX INC	5,774,016	$663M	13.5%	$48.76	+46.2%	COMMON STOCK	03940C100
RVMD	REVOLUTION MEDICINES INC	6,655,703	$647M	13.2%	$38.36	+168.6%	COM	76155X100
NUVL	NUVALENT INC	5,324,433	$545M	11.1%	$61.16	+69.5%	COM	670703107
PCVX	VAXCYTE INC	4,793,020	$279M	5.7%	$55.04	-4.1%	COM	92243G108
EWTX	EDGEWISE THERAPEUTICS INC	7,365,038	$232M	4.7%	$21.00	+34.2%	COM	28036F105
GMAB	GENMAB A/S	7,967,836	$214M	4.4%	$30.28	—	SPONSORED ADS	372303206
INSM	INSMED INC	1,254,488	$205M	4.2%	$159.03	0.0%	COM PAR $.01	457669307
TARS	TARSUS PHARMACEUTICALS INC	2,562,154	$180M	3.7%	$28.61	+143.6%	COM	87650L103
BLTE	BELITE BIO INC	1,114,784	$178M	3.6%	$159.44	—	SPONSORED ADS	07782B104
ERAS	ERASCA INC	10,392,702	$168M	3.4%	$2.22	+352.2%	COM	29479A108
CNTA	CENTESSA PHARMACEUTICALS PLC	3,574,048	$142M	2.9%	$39.72	—	SPONSORED ADS	152309100
OLMA	OLEMA PHARMACEUTICALS INC	8,020,576	$120M	2.4%	$10.16	+150.4%	COM	68062P106
TERN	TERNS PHARMACEUTICALS INC	2,216,499	$117M	2.4%	$32.21	+16.3%	COM	880881107
ORKA	ORUKA THERAPEUTICS INC	2,320,316	$114M	2.3%	$29.07	+11.6%	COM	687604108
APGE	APOGEE THERAPEUTICS INC	1,348,243	$113M	2.3%	$49.13	+47.0%	COM	03770N101
SYRE	SPYRE THERAPEUTICS INC	1,957,266	$98.72M	2.0%	$28.17	+22.6%	COM NEW	00773J202
CYTK	CYTOKINETICS INC	1,480,857	$97.6M	2.0%	$64.44	0.0%	COM NEW	23282W605
ABVX	ABIVAX SA	772,473	$86.01M	1.8%	$84.90	—	SPONSORED ADS	00370M103
TNGX	TANGO THERAPEUTICS INC	4,009,679	$83.88M	1.7%	$11.91	0.0%	COM	87583X109
MAZE	MAZE THERAPEUTICS INC	2,744,399	$81.92M	1.7%	$44.04	0.0%	COM	578784100
TYRA	TYRA BIOSCIENCES INC	2,054,991	$78.71M	1.6%	$30.25	0.0%	COM	90240B106
VRDN	VIRIDIAN THERAPEUTICS INC	3,148,893	$61.59M	1.3%	$24.89	+23.9%	COM	92790C104
SRRK	SCHOLAR ROCK HLDG CORP	1,226,080	$60.27M	1.2%	$33.97	+33.9%	COM	80706P103
MIRM	MIRUM PHARMACEUTICALS INC	625,000	$57.74M	1.2%	$96.57	0.0%	COM	604749101
EYPT	EYEPOINT INC	3,142,437	$40.51M	0.8%	$12.73	+19.6%	COM NEW	30233G209
LXEO	LEXEO THERAPEUTICS INC	6,184,134	$35.5M	0.7%	$8.76	-14.0%	COM	52886X107
MANE	VERADERMICS INC	525,000	$33.15M	0.7%	$63.15	—	COMMON STOCK	922967104
VOR	VOR BIOPHARMA INC	1,750,000	$31.22M	0.6%	$18.62	-24.9%	COM NEW	929033207
URGN	UROGEN PHARMA LTD	1,703,949	$30.64M	0.6%	$18.17	+14.7%	COM	M96088105
GPCR	STRUCTURE THERAPEUTICS INC	545,287	$26.28M	0.5%	$48.20	—	SPONSORED ADS	86366E106
IVA	INVENTIVA SA	4,000,000	$22.2M	0.5%	$4.65	—	ADS	46124U107
ORIC	ORIC PHARMACEUTICALS INC	1,701,217	$21.55M	0.4%	$11.51	-6.5%	COM	68622P109
ASMB	ASSEMBLY BIOSCIENCES INC	665,251	$18.46M	0.4%	$32.21	-11.5%	COM NEW	045396207
BBOT	BRIDGEBIO ONCOLOGY THERAPEUT	868,213	$7.771M	0.2%	$11.74	—	COM NEW	107924102
KLRS	KALARIS THERAPEUTICS INC	700,000	$4.039M	0.1%	$6.39	+46.6%	COM	482929106