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Paradigm Biocapital Advisors LP

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13F filer, CIK 1855655, NEW YORK, NY

Paradigm Biocapital Advisors LP reported $5,340,558,034 across 28 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 75.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001855655-26-000014

Period
2026-06-30
Reported value
$5.34B
Holdings
28
Top 10 weight
75.21%
New
7
Sold out
14

Part of the filer group Paradigm Biocapital Advisors LP

  • Paradigm BioCapital Advisors GP LLC
  • Paradigm BioCapital International Fund Ltd.
  • Senai Asefaw, M.D.
How groups are built

Stakes and trades reported after 2026-06-30

13D, 13G and Form 4 filings by this filer's group, dated after the 13F period, on securities the quarter does not hold as shares.

  • OBX OBSIDIAN THERAPEUTICS INC: 13G 4,101,576 shares, 6.6% of the class, 13G filed 2026-10-05, 0001104659-26-113688Timeline
    Accepted , ingested

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SYREadded+1,883,512$167M
ALNYnew+480,000$144M
GMABadded+5,165,295$142M
MBXnew+2,508,015$138M
EWTXadded+2,850,417$116M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ACLXexited-5,774,016-$663M
PCVXreduced-2,665,168-$155M
CNTAexited-3,574,048-$142M
TERNexited-2,216,499-$117M
CYTKexited-1,480,857-$97.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001855655-26-000014, largest first. % of portfolio is the value over $5,340,558,034, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,314,089 shares; 2024Q4: 6,553,111 shares; 2025Q1: 6,178,111 shares; 2025Q2: 6,093,291 shares; 2025Q3: 6,223,291 shares; 2025Q4: 6,644,403 shares; 2026Q1: 6,655,703 shares; 2026Q2: 6,361,323 shares 6,361,323$1.19B22.31%-294,380Timeline
NUVLNUVALENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000,000 shares; 2024Q4: 5,363,379 shares; 2025Q1: 5,269,433 shares; 2025Q2: 5,269,433 shares; 2025Q3: 5,269,433 shares; 2025Q4: 5,269,433 shares; 2026Q1: 5,324,433 shares; 2026Q2: 5,924,433 shares 5,924,433$732M13.7%+600,000Timeline
EWTXEDGEWISE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,789,172 shares; 2024Q4: 4,493,929 shares; 2025Q1: 4,394,556 shares; 2025Q2: 6,142,344 shares; 2025Q3: 6,170,131 shares; 2025Q4: 6,541,210 shares; 2026Q1: 7,365,038 shares; 2026Q2: 10,215,455 shares 10,215,455$415M7.77%+2,850,417Timeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,816,851 shares; 2025Q4: 7,039,834 shares; 2026Q1: 7,967,836 shares; 2026Q2: 13,133,131 shares 13,133,131$361M6.76%+5,165,295Timeline
SYRESPYRE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,267,581 shares; 2024Q4: 1,527,205 shares; 2025Q1: 2,127,205 shares; 2025Q2: 1,870,445 shares; 2025Q3: 1,467,266 shares; 2025Q4: 1,467,266 shares; 2026Q1: 1,957,266 shares; 2026Q2: 3,840,778 shares 3,840,778$341M6.38%+1,883,5122026-09-24, 13G: 4,457,450 shares, 5.1% of the class, 13G filed 2026-10-01 Timeline
APGEAPOGEE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 701,817 shares; 2024Q4: 1,283,766 shares; 2025Q1: 961,707 shares; 2025Q2: 958,630 shares; 2025Q3: 1,521,757 shares; 2025Q4: 1,123,243 shares; 2026Q1: 1,348,243 shares; 2026Q2: 1,576,385 shares 1,576,385$209M3.92%+228,142Timeline
ORKAORUKA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 719,660 shares; 2024Q4: 819,660 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,710,316 shares; 2026Q1: 2,320,316 shares; 2026Q2: 2,144,526 shares 2,144,526$204M3.82%-175,790Timeline
TNGXTANGO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,086,184 shares; 2025Q4: not reported; 2026Q1: 4,009,679 shares; 2026Q2: 6,357,523 shares 6,357,523$199M3.72%+2,347,844Timeline
BLTEBELITE BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,114,784 shares; 2026Q2: 1,232,877 shares 1,232,877$190M3.55%+118,093Timeline
ERASERASCA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,668,141 shares; 2024Q4: 10,752,354 shares; 2025Q1: 10,802,354 shares; 2025Q2: 11,907,182 shares; 2025Q3: 13,560,017 shares; 2025Q4: 14,159,095 shares; 2026Q1: 10,392,702 shares; 2026Q2: 9,550,000 shares 9,550,000$175M3.28%-842,702Timeline
TARSTARSUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,440,445 shares; 2024Q4: 2,531,896 shares; 2025Q1: 2,610,197 shares; 2025Q2: 2,976,099 shares; 2025Q3: 2,665,698 shares; 2025Q4: 2,562,154 shares; 2026Q1: 2,562,154 shares; 2026Q2: 2,775,649 shares 2,775,649$175M3.27%+213,495Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480,000 shares 480,000$144M2.71%newTimeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 451,359 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,254,488 shares; 2026Q2: 1,325,977 shares 1,325,977$141M2.65%+71,489Timeline
MBXMBX BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,508,015 shares 2,508,015$138M2.59%newTimeline
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 627,732 shares; 2024Q4: 1,422,787 shares; 2025Q1: 1,696,481 shares; 2025Q2: 3,372,837 shares; 2025Q3: 3,784,755 shares; 2025Q4: 4,068,020 shares; 2026Q1: 4,793,020 shares; 2026Q2: 2,127,852 shares 2,127,852$124M2.32%-2,665,168Timeline
VRDNVIRIDIAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,895,689 shares; 2024Q4: 1,820,079 shares; 2025Q1: 2,095,079 shares; 2025Q2: 2,741,576 shares; 2025Q3: 2,609,353 shares; 2025Q4: 1,443,102 shares; 2026Q1: 3,148,893 shares; 2026Q2: 6,723,788 shares 6,723,788$124M2.31%+3,574,895Timeline
OLMAOLEMA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,503,600 shares; 2024Q4: 7,304,970 shares; 2025Q1: 6,741,172 shares; 2025Q2: 6,764,172 shares; 2025Q3: 6,794,172 shares; 2025Q4: 7,544,172 shares; 2026Q1: 8,020,576 shares; 2026Q2: 8,670,576 shares 8,670,576$108M2.03%+650,000Timeline
JBIOJADE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,857,405 shares 2,857,405$63.5M1.19%newTimeline
TYRATYRA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,054,991 shares; 2026Q2: 1,828,607 shares 1,828,607$58.4M1.09%-226,384Timeline
ASMBASSEMBLY BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 665,251 shares; 2026Q1: 665,251 shares; 2026Q2: 1,553,748 shares 1,553,748$42.7M0.8%+888,497Timeline
EYPTEYEPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,005,365 shares; 2025Q4: 3,691,475 shares; 2026Q1: 3,142,437 shares; 2026Q2: 2,890,397 shares 2,890,397$41.3M0.77%-252,040Timeline
ACHVACHIEVE LIFE SCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,951,856 shares 4,951,856$32.3M0.61%newTimeline
VORVOR BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,750,000 shares; 2026Q1: 1,750,000 shares; 2026Q2: 1,750,000 shares 1,750,000$32.2M0.6%0Timeline
MPLTMAPLIGHT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 685,852 shares 685,852$24.6M0.46%newTimeline
KARDKARDIGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900,000 shares 900,000$21.5M0.4%newTimeline
LXEOLEXEO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,763,198 shares; 2026Q1: 6,184,134 shares; 2026Q2: 4,175,382 shares 4,175,382$19.4M0.36%-2,008,752Timeline
EDITEDITAS MEDICINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,586,625 shares 5,586,625$18.1M0.34%newTimeline
IVAINVENTIVA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000,000 shares; 2026Q1: 4,000,000 shares; 2026Q2: 4,000,000 shares 4,000,000$15.1M0.28%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ACLXARCELLX INC5,774,016$663Mshares
CNTACENTESSA PHARMACEUTICALS PLC3,574,048$142Mshares
TERNTERNS PHARMACEUTICALS INC2,216,499$117Mshares
CYTKCYTOKINETICS INC1,480,857$97.6Mshares
ABVXABIVAX SA772,473$86Mshares
MAZEMAZE THERAPEUTICS INC2,744,399$81.9Mshares
SRRKSCHOLAR ROCK HLDG CORP1,226,080$60.3Mshares
MIRMMIRUM PHARMACEUTICALS INC625,000$57.7Mshares
MANEVERADERMICS INC525,000$33.2Mshares
URGNUROGEN PHARMA LTD1,703,949$30.6Mshares
GPCRSTRUCTURE THERAPEUTICS INC545,287$26.3Mshares
ORICORIC PHARMACEUTICALS INC1,701,217$21.6Mshares
BBOTBRIDGEBIO ONCOLOGY THERAPEUT868,213$7.77Mshares
KLRSKALARIS THERAPEUTICS INC700,000$4.04Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001855655-26-000014 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13G 0001104659-26-113688 OBX2026-10-05
13G 0001104659-26-112828 SYRE2026-10-01
13F-HR 0001855655-26-000014 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001855655-26-000011 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001855655-26-000003 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001855655-25-000014 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001855655-25-000010 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001855655-25-000007 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001855655-25-000004 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001855655-24-000014 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001855655-24-000009 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001855655-24-000005 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001855655-24-000002 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001855655-23-000011 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001855655-23-000008 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001855655-23-000006 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001855655-23-000003 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001855655-22-000011 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001855655-22-000008 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001855655-22-000006 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001855655-22-000004 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set