Paradigm Biocapital Advisors LP
Clone Performance
Sep 2023–Sep 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Returns are unavailable when a held security or benchmark crosses a captured split without a certified price basis; the requested window is not shortened to hide it. It tracks 98% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $4,608,890,546 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GMAB | Genmab A/S | +5,165,295 | 13,133,131 | $360,767,108 | |
| VRDN | Viridian Therapeutics, Inc.\DE | +3,574,895 | 6,723,788 | $123,515,985 | |
| EWTX | Edgewise Therapeutics, Inc. | +2,850,417 | 10,215,455 | $415,053,936 | |
| TNGX | Tango Therapeutics, Inc. | +2,347,844 | 6,357,523 | $198,736,168 | |
| SYRE | Spyre Therapeutics, Inc. | +1,883,512 | 3,840,778 | $340,984,270 | |
| ASMB | Assembly Biosciences, Inc. | +888,497 | 1,553,748 | $42,696,995 | |
| OLMA | Olema Pharmaceuticals, Inc. | +650,000 | 8,670,576 | $108,468,905 | |
| — | +600,000 | 5,924,433 | $0 | ||
| APGE | Apogee Therapeutics, Inc. | +228,142 | 1,576,385 | $209,233,581 | |
| TARS | Tarsus Pharmaceuticals, Inc. | +213,495 | 2,775,649 | $174,699,348 | |
| BLTE | Belite Bio, Inc | +118,093 | 1,232,877 | $189,844,564 | |
| INSM | INSMED Inc | +71,489 | 1,325,977 | $141,375,667 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PCVX | Vaxcyte, Inc. | −2,665,168 | 2,127,852 | $123,692,036 | |
| LXEO | Lexeo Therapeutics, Inc. | −2,008,752 | 4,175,382 | $19,436,403 | |
| ERAS | Erasca, Inc. | −842,702 | 9,550,000 | $174,956,000 | |
| RVMD | Revolution Medicines, Inc. | −294,380 | 6,361,323 | $1,191,348,571 | |
| EYPT | EyePoint, Inc. | −252,040 | 2,890,397 | $41,332,677 | |
| TYRA | Tyra Biosciences, Inc. | −226,384 | 1,828,607 | $58,405,707 | |
| ORKA | Oruka Therapeutics, Inc. | −175,790 | 2,144,526 | $204,094,539 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ALNY | Alnylam Pharmaceuticals, Inc. | 480,000 | $144,494,400 | |
| MBX | MBX Biosciences, Inc. | 2,508,015 | $138,442,428 | |
| JBIO | Jade Biosciences, Inc. | 2,857,405 | $63,491,539 | |
| ACHV | Achieve Life Sciences, Inc. | 4,951,856 | $32,335,619 | |
| MPLT | MapLight Therapeutics, Inc. | 685,852 | $24,580,935 | |
| KARD | Kardigan, Inc. | 900,000 | $21,465,000 | |
| EDIT | Editas Medicine, Inc. | 5,586,625 | $18,100,665 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CYTK | Cytokinetics Inc | 1,480,857 | $97,603,284 | |
| ABVX | Abivax S.A. | 772,473 | $86,014,868 | |
| MAZE | Maze Therapeutics, Inc. | 2,744,399 | $81,920,310 | |
| SRRK | Scholar Rock Holding Corp | 1,226,080 | $60,274,092 | |
| MIRM | Mirum Pharmaceuticals, Inc. | 625,000 | $57,737,500 | |
| MANE | Veradermics, Inc | 525,000 | $33,153,750 | |
| URGN | UroGen Pharma Ltd. | 1,703,949 | $30,637,003 | |
| GPCR | Structure Therapeutics Inc. | 545,287 | $26,282,833 | |
| ORIC | Oric Pharmaceuticals, Inc. | 1,701,217 | $21,554,419 | |
| BBOT | BridgeBio Oncology Therapeutics, Inc. | 868,213 | $7,770,506 | |
| KLRS | Kalaris Therapeutics, Inc. | 700,000 | $4,039,000 | |
| — | 5,774,016 | $0 | ||
| — | 2,216,499 | $0 | ||
| CNTA | Centessa Pharmaceuticals plc | 3,574,048 | $0 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
Reduced | 6,361,323 | $1,191,348,571 | 25.85% | |
| EWTX |
Edgewise Therapeutics, Inc.
Healthcare
|
Added | 10,215,455 | $415,053,936 | 9.01% | |
| GMAB |
Genmab A/S
Healthcare
|
Added | 13,133,131 | $360,767,108 | 7.83% | |
| SYRE |
Spyre Therapeutics, Inc.
Healthcare
|
Added | 3,840,778 | $340,984,270 | 7.40% | |
| APGE |
Apogee Therapeutics, Inc.
Healthcare
|
Added | 1,576,385 | $209,233,581 | 4.54% | |
| ORKA |
Oruka Therapeutics, Inc.
Healthcare
|
Reduced | 2,144,526 | $204,094,539 | 4.43% | |
| TNGX |
Tango Therapeutics, Inc.
Healthcare
|
Added | 6,357,523 | $198,736,168 | 4.31% | |
| BLTE |
Belite Bio, Inc
Healthcare
|
Added | 1,232,877 | $189,844,564 | 4.12% | |
| ERAS |
Erasca, Inc.
Healthcare
|
Reduced | 9,550,000 | $174,956,000 | 3.80% | |
| TARS |
Tarsus Pharmaceuticals, Inc.
Healthcare
|
Added | 2,775,649 | $174,699,348 | 3.79% | |
| ALNY |
Alnylam Pharmaceuticals, Inc.
Healthcare
|
NEW | 480,000 | $144,494,400 | 3.14% | |
| INSM |
INSMED Inc
Healthcare
|
Added | 1,325,977 | $141,375,667 | 3.07% | |
| MBX |
MBX Biosciences, Inc.
Healthcare
|
NEW | 2,508,015 | $138,442,428 | 3.00% | |
| PCVX |
Vaxcyte, Inc.
Healthcare
|
Reduced | 2,127,852 | $123,692,036 | 2.68% | |
| VRDN |
Viridian Therapeutics, Inc.\DE
Healthcare
|
Added | 6,723,788 | $123,515,985 | 2.68% | |
| OLMA |
Olema Pharmaceuticals, Inc.
Healthcare
|
Added | 8,670,576 | $108,468,905 | 2.35% | |
| JBIO |
Jade Biosciences, Inc.
Healthcare
|
NEW | 2,857,405 | $63,491,539 | 1.38% | |
| TYRA |
Tyra Biosciences, Inc.
Healthcare
|
Reduced | 1,828,607 | $58,405,707 | 1.27% | |
| ASMB |
Assembly Biosciences, Inc.
Healthcare
|
Added | 1,553,748 | $42,696,995 | 0.93% | |
| EYPT |
EyePoint, Inc.
Healthcare
|
Reduced | 2,890,397 | $41,332,677 | 0.90% | |
| ACHV |
Achieve Life Sciences, Inc.
Healthcare
|
NEW | 4,951,856 | $32,335,619 | 0.70% | |
| VOR |
Vor Biopharma Inc.
Healthcare
|
Held | 1,750,000 | $32,217,500 | 0.70% | |
| MPLT |
MapLight Therapeutics, Inc.
Healthcare
|
NEW | 685,852 | $24,580,935 | 0.53% | |
| KARD |
Kardigan, Inc.
Healthcare
|
NEW | 900,000 | $21,465,000 | 0.47% | |
| LXEO |
Lexeo Therapeutics, Inc.
Healthcare
|
Reduced | 4,175,382 | $19,436,403 | 0.42% | |
| EDIT |
Editas Medicine, Inc.
Healthcare
|
NEW | 5,586,625 | $18,100,665 | 0.39% | |
| IVA |
Inventiva S.A.
Healthcare
|
Held | 4,000,000 | $15,120,000 | 0.33% | |
|
|
Added | 5,924,433 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.