Paradigm Biocapital Advisors LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ARCELLX INC | 0 | 5,774,016 | +5,774,016 | 0 | 662,972,517 | 13.55% | +662,972,517 |
| INSMED INC(INSM) | 0 | 1,254,488 | +1,254,488 | 0 | 205,133,878 | 4.19% | +205,133,878 |
| BELITE BIO INC(BLTE) | 0 | 1,114,784 | +1,114,784 | 0 | 177,741,161 | 3.63% | +177,741,161 |
| CENTESSA PHARMACEUTICALS PLC(CNTA) | 0 | 3,574,048 | +3,574,048 | 0 | 141,961,187 | 2.90% | +141,961,187 |
| REVOLUTION MEDICINES INC(RVMD) | 0 | 6,655,703 | +6,655,703 | 0 | 647,267,117 | 13.23% | +647,267,117 |
| ERASCA INC(ERAS) | 0 | 10,392,702 | +10,392,702 | 0 | 168,153,918 | 3.44% | +168,153,918 |
| CYTOKINETICS INC(CYTK) | 0 | 1,480,857 | +1,480,857 | 0 | 97,603,285 | 1.99% | +97,603,285 |
| VAXCYTE INC(PCVX) | 0 | 4,793,020 | +4,793,020 | 0 | 278,522,392 | 5.69% | +278,522,392 |
| TERNS PHARMACEUTICALS INC | 0 | 2,216,499 | +2,216,499 | 0 | 116,853,827 | 2.39% | +116,853,827 |
| TANGO THERAPEUTICS INC(TNGX) | 0 | 4,009,679 | +4,009,679 | 0 | 83,882,485 | 1.71% | +83,882,485 |
| MAZE THERAPEUTICS INC(MAZE) | 0 | 2,744,399 | +2,744,399 | 0 | 81,920,310 | 1.67% | +81,920,310 |
| TYRA BIOSCIENCES INC(TYRA) | 0 | 2,054,991 | +2,054,991 | 0 | 78,706,155 | 1.61% | +78,706,155 |
| EDGEWISE THERAPEUTICS INC(EWTX) | 0 | 7,365,038 | +7,365,038 | 0 | 231,998,697 | 4.74% | +231,998,697 |
| ORUKA THERAPEUTICS INC(ORKA) | 0 | 2,320,316 | +2,320,316 | 0 | 113,811,500 | 2.33% | +113,811,500 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 0 | 625,000 | +625,000 | 0 | 57,737,500 | 1.18% | +57,737,500 |
| SPYRE THERAPEUTICS INC(SYRE) | 0 | 1,957,266 | +1,957,266 | 0 | 98,724,497 | 2.02% | +98,724,497 |
| VERADERMICS INC(MANE) | 0 | 525,000 | +525,000 | 0 | 33,153,750 | 0.68% | +33,153,750 |
| APOGEE THERAPEUTICS INC(APGE) | 0 | 1,348,243 | +1,348,243 | 0 | 113,481,613 | 2.32% | +113,481,613 |
| STRUCTURE THERAPEUTICS INC | 0 | 545,287 | +545,287 | 0 | 26,282,833 | 0.54% | +26,282,833 |
| VIRIDIAN THERAPEUTICS INC(VRDN) | 0 | 3,148,893 | +3,148,893 | 0 | 61,592,347 | 1.26% | +61,592,347 |
| NUVALENT INC(NUVL) | 0 | 5,324,433 | +5,324,433 | 0 | 545,488,161 | 11.15% | +545,488,161 |
| VOR BIOPHARMA INC | 0 | 1,750,000 | +1,750,000 | 0 | 31,220,000 | 0.64% | +31,220,000 |
| INVENTIVA SA | 0 | 4,000,000 | +4,000,000 | 0 | 22,200,000 | 0.45% | +22,200,000 |
| ORIC PHARMACEUTICALS INC | 0 | 1,701,217 | +1,701,217 | 0 | 21,554,419 | 0.44% | +21,554,419 |
| KALARIS THERAPEUTICS INC | 0 | 700,000 | +700,000 | 0 | 4,039,000 | 0.08% | +4,039,000 |
| GENMAB A/S(GMAB) | 0 | 7,967,836 | +7,967,836 | 0 | 213,777,040 | 4.37% | +213,777,040 |
| ASSEMBLY BIOSCIENCES INC | 0 | 665,251 | +665,251 | 0 | 18,460,715 | 0.38% | +18,460,715 |
| LEXEO THERAPEUTICS INC | 0 | 6,184,134 | +6,184,134 | 0 | 35,496,929 | 0.73% | +35,496,929 |
| BRIDGEBIO ONCOLOGY THERAPEUT | 0 | 868,213 | +868,213 | 0 | 7,770,506 | 0.16% | +7,770,506 |
| EYEPOINT INC(EYPT) | 0 | 3,142,437 | +3,142,437 | 0 | 40,506,013 | 0.83% | +40,506,013 |
| TARSUS PHARMACEUTICALS INC(TARS) | 0 | 2,562,154 | +2,562,154 | 0 | 179,735,103 | 3.67% | +179,735,103 |
| OCULAR THERAPEUTIX INC(OCUL) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BRIDGEBIO PHARMA INC(BBIO) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| OLEMA PHARMACEUTICALS INC(OLMA) | 0 | 8,020,576 | +8,020,576 | 0 | 119,586,788 | 2.44% | +119,586,788 |
| UROGEN PHARMA LTD(URGN) | 0 | 1,703,949 | +1,703,949 | 0 | 30,637,003 | 0.63% | +30,637,003 |
| SCHOLAR ROCK HLDG CORP(SRRK) | 0 | 1,226,080 | +1,226,080 | 0 | 60,274,093 | 1.23% | +60,274,093 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ABIVAX SA(ABVX) | 0 | 772,473 | +772,473 | 0 | 86,014,869 | 1.76% | +86,014,869 |
| CIDARA THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SPDR SERIES TRUST(Put) | 0 | 0 | 0 | 0 | 0 | — | 0 |