Paradigm Biocapital Advisors LP
CIK: 0001855655SEC EDGAR →
Portfolio Value
$3.9B
Holdings
30
As of
Q4 2025
New Positions
11
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NUVALENT INC | 5,269,433 | $530.0M | 13.59% |
| 2 | REVOLUTION MEDICINES INC | 6,644,403 | $529.0M | 13.56% |
| 3 | ARCELLX INC | 5,724,016 | $373.0M | 9.56% |
| 4 | GENMAB A/S | 7,039,834 | $216.0M | 5.54% |
| 5 | TARSUS PHARMACEUTICALS INC | 2,562,154 | $209.0M | 5.36% |
| 6 | ABIVAX SA | 1,417,473 | $191.0M | 4.90% |
| 7 | OLEMA PHARMACEUTICALS INC | 7,544,172 | $188.0M | 4.82% |
| 8 | VAXCYTE INC | 4,068,020 | $187.0M | 4.79% |
| 9 | XBIPut SPDR SERIES TRUST | 1,500,000 | $182.0M | 4.67% |
| 10 | CIDARA THERAPEUTICS INC | 759,565 | $167.0M | 4.28% |
Quarterly Changes
Top Buys
New Positions (8)
Closed Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 28 | $3.6B | 91.1% |
| Financial Services | 1 | $182.0M | 4.7% |
| Unknown | 1 | $167.0M | 4.3% |