Paradigm Biocapital Advisors LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$3.9B
Holdings
30
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NUVLNUVALENT INC | 5,269,433 | $530.1M | 13.53% | |
| 2 | RVMDREVOLUTION MEDICINES INC | 6,644,403 | $529.2M | 13.51% | |
| 3 | ACLXARCELLX INC | 5,724,016 | $373.2M | 9.53% | |
| 4 | GMABGENMAB A/S | 7,039,834 | $216.8M | 5.53% | |
| 5 | TARSTARSUS PHARMACEUTICALS INC | 2,562,154 | $209.8M | 5.35% | |
| 6 | ABVXABIVAX SA | 1,417,473 | $191.2M | 4.88% | |
| 7 | OLMAOLEMA PHARMACEUTICALS INC | 7,544,172 | $188.6M | 4.81% | |
| 8 | PCVXVAXCYTE INC | 4,068,020 | $187.7M | 4.79% | |
| 9 | XBISPDR SERIES TRUST | 1,500,000 | $182.9M | 4.67% | Put |
| 10 | CDTXCIDARA THERAPEUTICS INC | 759,565 | $167.8M | 4.28% | |
| 11 | EWTXEDGEWISE THERAPEUTICS INC | 6,541,210 | $162.3M | 4.14% | |
| 12 | SRRKSCHOLAR ROCK HLDG CORP | 3,062,157 | $134.9M | 3.44% | |
| 13 | URGNUROGEN PHARMA LTD | 4,473,648 | $104.8M | 2.67% | |
| 14 | CRNXCRINETICS PHARMACEUTICALS IN | 2,210,774 | $102.9M | 2.63% | |
| 15 | APGEAPOGEE THERAPEUTICS INC | 1,123,243 | $84.8M | 2.16% | |
| 16 | EYPTEYEPOINT INC | 3,691,475 | $67.4M | 1.72% | |
| 17 | ERASERASCA INC | 14,159,095 | $52.7M | 1.34% | |
| 18 | BBIOBRIDGEBIO PHARMA INC | 684,277 | $52.3M | 1.34% | |
| 19 | ORKAORUKA THERAPEUTICS INC | 1,710,316 | $51.8M | 1.32% | |
| 20 | SYRESPYRE THERAPEUTICS INC | 1,467,266 | $48.1M | 1.23% | |
| 21 | LXEOLEXEO THERAPEUTICS INC | 4,763,198 | $47.3M | 1.21% | |
| 22 | VRDNVIRIDIAN THERAPEUTICS INC | 1,443,102 | $44.9M | 1.15% | |
| 23 | OCULOCULAR THERAPEUTIX INC | 2,935,284 | $35.6M | 0.91% | |
| 24 | TERNTERNS PHARMACEUTICALS INC | 810,286 | $32.7M | 0.84% | |
| 25 | BBOTBRIDGEBIO ONCOLOGY THERAPEUT | 2,261,749 | $28.3M | 0.72% | |
| 26 | VORVOR BIOPHARMA INC | 1,750,000 | $22.9M | 0.58% | |
| 27 | ASMBASSEMBLY BIOSCIENCES INC | 665,251 | $22.6M | 0.58% | |
| 28 | ORICORIC PHARMACEUTICALS INC | 2,401,217 | $19.6M | 0.50% | |
| 29 | IVAINVENTIVA SA | 4,000,000 | $18.6M | 0.47% | |
| 30 | KLRSKALARIS THERAPEUTICS INC | 700,000 | $5.9M | 0.15% |