DOSSIER · 13F-HR · Q1 2026

Paradigm Biocapital Advisors LP

$4.9B in tracked AUM across 35 positions as of Q1 2026.

PB
CIK 0001855655 · last filed Mar 31, 2026
Total AUM
$4.9B
as of Q1 2026
Holdings
35
positions
Whale Score
70
70
strong
Activity
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

Paradigm Biocapital Advisors LP manages a concentrated, high-conviction portfolio totaling approximately $2.80 billion as of September 30, 2025. The firm experienced significant growth during the quarter, with total assets under management (AUM) increasing by 19.7%, up from $2.34 billion in the previous quarter. This growth likely stems from a combination of strong market performance in underlying biotech holdings and active capital deployment.

The portfolio is highly co...

Key Holdings

The portfolio is dominated by mid-to-large cap biotechnology firms, with the top positions representing significant capital allocations.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ACLX
ARCELLX INC
$663M5.8M13.5%
02
RVMD
REVOLUTION MEDICINES INC
$647M6.7M13.2%
03
NUVL
NUVALENT INC
$545M5.3M11.1%
04
PCVX
VAXCYTE INC
$279M4.8M5.7%
05
EWTX
EDGEWISE THERAPEUTICS INC
$232M7.4M4.7%
06
GMAB
GENMAB A/S
$214M8.0M4.4%
07
INSM
INSMED INC
$205M1.3M4.2%
08
TARS
TARSUS PHARMACEUTICALS INC
$180M2.6M3.7%
09
BLTE
BELITE BIO INC
$178M1.1M3.6%
10
ERAS
ERASCA INC
$168M10.4M3.4%

Filing history

2026Q1Mar 31
$4.9B 24.9%
35 positionsView →
2025Q4Dec 31
$3.9B 39.8%
30 positionsView →
2025Q3Sep 30
$2.8B 19.7%
30 positionsView →
2025Q2Jun 30
$2.3B 38.1%
28 positionsLocked
2025Q1Mar 31
$1.7B 41.0%
24 positionsLocked
2024Q4Dec 31
$2.9B 2.8%
28 positionsLocked
2024Q3Sep 30
$3.0B 13.1%
33 positionsLocked
2024Q2Jun 30
$2.6B 8.0%
35 positionsLocked
2024Q1Mar 31
$2.8B 33.0%
34 positionsLocked
2023Q4Dec 31
$2.1B 44.9%
30 positionsLocked
2023Q3Sep 30
$1.5B 13.9%
31 positionsLocked
2023Q2Jun 30
$1.3B 22.6%
30 positionsLocked
Showing 12 of 18