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Paradigm Biocapital Advisors LP

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13F filer, CIK 1855655, NEW YORK, NY

Paradigm Biocapital Advisors LP reported $4,894,261,608 across 35 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 67.65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001855655-26-000011

Period
2026-03-31
Reported value
$4.89B
Holdings
35
Top 10 weight
67.65%
New
10
Sold out
5

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 2026-03-31

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
INSMnew+1,254,488$205M
BLTEnew+1,114,784$178M
CNTAnew+3,574,048$142M
CYTKnew+1,480,857$97.6M
TNGXnew+4,009,679$83.9M

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
CDTXexited-759,565-$168M
CRNXexited-2,210,774-$103M
SRRKreduced-1,836,077-$90.3M
ABVXreduced-645,000-$71.8M
ERASreduced-3,766,393-$60.9M

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, Q1 2026

Share positions as resolved from 13F-HR 0001855655-26-000011, largest first. % of portfolio is the value over $4,894,261,608, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ACLXARCELLX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000,000 shares; 2024Q4: 4,371,601 shares; 2025Q1: 4,492,032 shares; 2025Q2: 4,649,016 shares; 2025Q3: 4,649,016 shares; 2025Q4: 5,724,016 shares; 2026Q1: 5,774,016 shares 5,774,016$663M13.55%+50,000Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,655,703$647M13.23%+11,300Timeline
NUVLNUVALENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,324,433$545M11.15%+55,000Timeline
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,793,020$279M5.69%+725,000Timeline
EWTXEDGEWISE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,365,038$232M4.74%+823,828Timeline
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,967,836$214M4.37%+928,002Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 451,359 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,254,488 shares 1,254,488$205M4.19%newTimeline
TARSTARSUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,562,154$180M3.67%0Timeline
BLTEBELITE BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,114,784 shares 1,114,784$178M3.63%newTimeline
ERASERASCA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 10,392,702$168M3.44%-3,766,393Timeline
CNTACENTESSA PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,574,048 shares 3,574,048$142M2.9%newTimeline
OLMAOLEMA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,020,576$120M2.44%+476,404Timeline
TERNTERNS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 810,286 shares; 2026Q1: 2,216,499 shares 2,216,499$117M2.39%+1,406,213Timeline
ORKAORUKA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,320,316$114M2.33%+610,000Timeline
APGEAPOGEE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,348,243$113M2.32%+225,000Timeline
SYRESPYRE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,957,266$98.7M2.02%+490,0002026-09-24, 13G: 4,457,450 shares, 5.1% of the class, 13G filed 2026-10-01 Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 858,664 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,480,857 shares 1,480,857$97.6M1.99%newTimeline
ABVXABIVAX SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,564,196 shares; 2025Q4: 1,417,473 shares; 2026Q1: 772,473 shares 772,473$86M1.76%-645,000Timeline
TNGXTANGO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,009,679$83.9M1.71%newTimeline
MAZEMAZE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,744,399 shares 2,744,399$81.9M1.67%newTimeline
TYRATYRA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,054,991 shares 2,054,991$78.7M1.61%newTimeline
VRDNVIRIDIAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,148,893$61.6M1.26%+1,705,791Timeline
SRRKSCHOLAR ROCK HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400,000 shares; 2025Q1: not reported; 2025Q2: 1,600,554 shares; 2025Q3: 2,009,745 shares; 2025Q4: 3,062,157 shares; 2026Q1: 1,226,080 shares 1,226,080$60.3M1.23%-1,836,077Timeline
MIRMMIRUM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 625,000 shares 625,000$57.7M1.18%newTimeline
EYPTEYEPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,142,437$40.5M0.83%-549,038Timeline
LXEOLEXEO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,184,134$35.5M0.73%+1,420,936Timeline
MANEVERADERMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 525,000 shares 525,000$33.2M0.68%newTimeline
VORVOR BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,750,000$31.2M0.64%0Timeline
URGNUROGEN PHARMA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,216,084 shares; 2025Q4: 4,473,648 shares; 2026Q1: 1,703,949 shares 1,703,949$30.6M0.63%-2,769,699Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 372,869 shares; 2025Q4: not reported; 2026Q1: 545,287 shares 545,287$26.3M0.54%newTimeline
IVAINVENTIVA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,000,000$22.2M0.45%0Timeline
ORICORIC PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,401,217 shares; 2026Q1: 1,701,217 shares 1,701,217$21.6M0.44%-700,000Timeline
ASMBASSEMBLY BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 665,251 shares; 2026Q1: 665,251 shares 665,251$18.5M0.38%0Timeline
BBOTBRIDGEBIO ONCOLOGY THERAPEUTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,866,141 shares; 2025Q4: 2,261,749 shares; 2026Q1: 868,213 shares 868,213$7.77M0.16%-1,393,536Timeline
KLRSKALARIS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700,000 shares; 2026Q1: 700,000 shares 700,000$4.04M0.08%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
XBISPDR SERIES TRUST1,500,000$183Mput
CDTXCIDARA THERAPEUTICS INC759,565$168Mshares
CRNXCRINETICS PHARMACEUTICALS IN2,210,774$103Mshares
BBIOBRIDGEBIO PHARMA INC684,277$52.3Mshares
OCULOCULAR THERAPEUTIX INC2,935,284$35.6Mshares

How Q1 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 0001855655-26-000011 base2026-05-15acceptance time not in the bulk data set