DOSSIER · 13F-HR · Q2 2026

Paradigm Biocapital Advisors LP

$5.3B in tracked AUM across 28 positions as of Q2 2026.

PB
CIK 0001855655 · last filed Jun 30, 2026
Total AUM
$5.3B
as of Q2 2026
Holdings
28
—
positions
Whale Score
76
76
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 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 · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
RVMD
REVOLUTION MEDICINES INC
$1.2B6.4M22.3%
02
NUVL
NUVALENT INC
$732M5.9M13.7%
03
EWTX
EDGEWISE THERAPEUTICS INC
$415M10.2M7.8%
04
GMAB
GENMAB A/S
$361M13.1M6.8%
05
SYRE
SPYRE THERAPEUTICS INC
$341M3.8M6.4%
06
APGE
APOGEE THERAPEUTICS INC
$209M1.6M3.9%
07
ORKA
ORUKA THERAPEUTICS INC
$204M2.1M3.8%
08
TNGX
TANGO THERAPEUTICS INC
$199M6.4M3.7%
09
BLTE
BELITE BIO INC
$190M1.2M3.6%
10
ERAS
ERASCA INC
$175M9.6M3.3%

Filing history

2026Q2Jun 30
$5.3B▲ 9.1%
28 positionsView →
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
Showing 12 of 19