2026 Q2 Portfolio Activity
In 2026 Q2, Paradigm Biocapital Advisors LP maintained a portfolio of 42 distinct positions. The most significant new addition was ALNYLAM PHARMACEUTICALS INC, now representing 2.71% of the total fund value. They heavily accumulated shares in SPYRE THERAPEUTICS INC, increasing the position by 96.2%. Conversely, Paradigm Biocapital Advisors LP completely exited their position in ARCELLX INC.
Position History
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Total Positions
42
Quarter
2026 Q2
Top Holding
RVMD (22.3%)
Top 10 Concentration
75.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-42 of 42
Paradigm Biocapital Advisors LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 22.31% | 13.23% |
#1
1
Prev: #2
|
6.5 |
—
|
-294,380 | -4.4% |
P
S
|
6,361,323 | $1,191,348,571 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NUVL
NUVALENT INC
|
Healthcare | 13.70% | 11.15% |
#2
1
Prev: #3
|
7.5 |
—
|
600,000 | 11.3% |
P
S
|
5,924,433 | $731,667,476 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EWTX
EDGEWISE THERAP...
|
Healthcare | 7.77% | 4.74% |
#3
2
Prev: #5
|
6.6 |
—
|
2,850,417 | 38.7% |
P
S
|
10,215,455 | $415,053,937 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GMAB
GENMAB A/S
|
Healthcare | 6.76% | 4.37% |
#4
2
Prev: #6
|
6.2 |
—
|
5,165,295 | 64.8% |
P
S
|
13,133,131 | $360,767,109 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SYRE
SPYRE THERAPEUT...
|
Healthcare | 6.38% | 2.02% |
#5
11
Prev: #16
|
6.1 |
—
|
1,883,512 | 96.2% |
P
S
|
3,840,778 | $340,984,271 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APGE
APOGEE THERAPEU...
|
Healthcare | 3.92% | 2.32% |
#6
9
Prev: #15
|
3.6 |
—
|
228,142 | 16.9% |
P
S
|
1,576,385 | $209,233,581 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORKA
ORUKA THERAPEUT...
|
Healthcare | 3.82% | 2.33% |
#7
7
Prev: #14
|
2.0 |
—
|
-175,790 | -7.6% |
P
S
|
2,144,526 | $204,094,539 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TNGX
TANGO THERAPEUT...
|
Healthcare | 3.72% | 1.71% |
#8
11
Prev: #19
|
4.5 |
—
|
2,347,844 | 58.6% |
P
S
|
6,357,523 | $198,736,169 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BLTE
BELITE BIO INC
|
Healthcare | 3.55% | 3.63% |
#9
Prev: #9
|
3.4 |
—
|
118,093 | 10.6% |
P
S
|
1,232,877 | $189,844,565 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ERAS
ERASCA INC
|
Healthcare | 3.28% | 3.44% |
#10
Prev: #10
|
1.8 |
—
|
-842,702 | -8.1% |
P
S
|
9,550,000 | $174,956,000 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TARS
TARSUS PHARMACE...
|
Healthcare | 3.27% | 3.67% |
#11
3
Prev: #8
|
3.3 |
—
|
213,495 | 8.3% |
P
S
|
2,775,649 | $174,699,348 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALNY
ALNYLAM PHARMAC...
|
Healthcare | 2.71% | — |
#12
Prev: #—
|
4.6 |
—
|
480,000 | — |
NEW
|
480,000 | $144,494,400 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INSM
INSMED INC
|
Healthcare | 2.65% | 4.19% |
#13
6
Prev: #7
|
3.1 |
—
|
71,489 | 5.7% |
P
S
|
1,325,977 | $141,375,668 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MBX
MBX BIOSCIENCES...
|
Healthcare | 2.59% | — |
#14
Prev: #—
|
4.5 |
—
|
2,508,015 | — |
NEW
|
2,508,015 | $138,442,428 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PCVX
VAXCYTE INC
|
Healthcare | 2.32% | 5.69% |
#15
11
Prev: #4
|
0.9 |
—
|
-2,665,168 | -55.6% |
P
S
|
2,127,852 | $123,692,037 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRDN
VIRIDIAN THERAP...
|
Healthcare | 2.31% | 1.26% |
#16
6
Prev: #22
|
3.9 |
—
|
3,574,895 | 113.5% |
P
S
|
6,723,788 | $123,515,986 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OLMA
OLEMA PHARMACEU...
|
Healthcare | 2.03% | 2.44% |
#17
5
Prev: #12
|
2.8 |
—
|
650,000 | 8.1% |
P
S
|
8,670,576 | $108,468,906 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JBIO
JADE BIOSCIENCE...
|
Healthcare | 1.19% | — |
#18
Prev: #—
|
4.0 |
—
|
2,857,405 | — |
NEW
|
2,857,405 | $63,491,539 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TYRA
TYRA BIOSCIENCE...
|
Healthcare | 1.09% | 1.61% |
#19
2
Prev: #21
|
0.9 |
—
|
-226,384 | -11.0% |
P
S
|
1,828,607 | $58,405,708 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ASMB
ASSEMBLY BIOSCI...
|
Healthcare | 0.80% | 0.38% |
#20
13
Prev: #33
|
3.3 |
—
|
888,497 | 133.6% |
P
S
|
1,553,748 | $42,696,995 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EYPT
EYEPOINT INC
|
Healthcare | 0.77% | 0.83% |
#21
4
Prev: #25
|
0.8 |
—
|
-252,040 | -8.0% |
P
S
|
2,890,397 | $41,332,677 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ACHV
ACHIEVE LIFE SC...
|
Healthcare | 0.61% | — |
#22
Prev: #—
|
3.7 |
—
|
4,951,856 | — |
NEW
|
4,951,856 | $32,335,620 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VOR
VOR BIOPHARMA I...
|
Healthcare | 0.60% | 0.64% |
#23
5
Prev: #28
|
1.2 |
—
|
no change | no change |
P
S
|
1,750,000 | $32,217,500 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MPLT
MAPLIGHT THERAP...
|
Healthcare | 0.46% | — |
#24
Prev: #—
|
3.7 |
—
|
685,852 | — |
NEW
|
685,852 | $24,580,936 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
KARDIGAN INC
|
|
Unknown | 0.40% | — |
#25
Prev: #—
|
3.7 |
—
|
900,000 | — |
NEW
|
900,000 | $21,465,000 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
LXEO
LEXEO THERAPEUT...
|
Healthcare | 0.36% | 0.73% |
#26
Prev: #26
|
0.1 |
—
|
-2,008,752 | -32.5% |
P
S
|
4,175,382 | $19,436,403 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EDIT
EDITAS MEDICINE...
|
Healthcare | 0.34% | — |
#27
Prev: #—
|
3.6 |
—
|
5,586,625 | — |
NEW
|
5,586,625 | $18,100,665 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IVA
INVENTIVA SA
|
Healthcare | 0.28% | 0.45% |
#28
3
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
4,000,000 | $15,120,000 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KLRS
KALARIS THERAPE...
|
Healthcare | 0.00% | 0.08% |
Sold All 😨
(Was: #35) |
0.0 |
—
|
-700,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BBOT
BRIDGEBIO ONCOL...
|
Healthcare | 0.00% | 0.16% |
Sold All 😨
(Was: #34) |
0.0 |
—
|
-868,213 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORIC
ORIC PHARMACEUT...
|
Healthcare | 0.00% | 0.44% |
Sold All 😨
(Was: #32) |
0.0 |
—
|
-1,701,217 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GPCR
STRUCTURE THERA...
|
Healthcare | 0.00% | 0.54% |
Sold All 😨
(Was: #30) |
0.0 |
—
|
-545,287 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
URGN
UROGEN PHARMA L...
|
Healthcare | 0.00% | 0.63% |
Sold All 😨
(Was: #29) |
0.0 |
—
|
-1,703,949 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
VERADERMICS INC
|
|
Unknown | 0.00% | 0.68% |
Sold All 😨
(Was: #27) |
0.0 |
—
|
-525,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
MIRM
MIRUM PHARMACEU...
|
Healthcare | 0.00% | 1.18% |
Sold All 😨
(Was: #24) |
0.0 |
—
|
-625,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SRRK
SCHOLAR ROCK HL...
|
Healthcare | 0.00% | 1.23% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-1,226,080 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MAZE
MAZE THERAPEUTI...
|
Healthcare | 0.00% | 1.67% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-2,744,399 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABVX
ABIVAX SA
|
Healthcare | 0.00% | 1.76% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-772,473 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CYTK
CYTOKINETICS IN...
|
Healthcare | 0.00% | 1.99% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-1,480,857 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TERN
TERNS PHARMACEU...
|
Healthcare | 0.00% | 2.39% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-2,216,499 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CNTA
CENTESSA PHARMA...
|
Healthcare | 0.00% | 2.90% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-3,574,048 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ACLX
ARCELLX INC
|
Healthcare | 0.00% | 13.55% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-5,774,016 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-42 of 42 holdings