Paradigm Biocapital Advisors LP

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
35
Total value ($000)
$4,894,262
Net value change ($000)
+976,432 (24.9%)
New positions
10
Sold out positions
4
Turnover %
27.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ACLX 289,767 77.6%
INSM 205,134 NEW
BLTE 177,741 NEW
CNTA 141,961 NEW
RVMD 118,040 22.3%
ERAS 115,482 219.2%
CYTK 97,603 NEW
PCVX 90,824 48.4%
TERN 84,118 257.0%
TNGX 83,882 NEW
Top Reduces (Value $000, Stocks/ETFs)
CDTX -167,780 -100.0%
ABVX -105,138 -55.0%
CRNX -102,912 -100.0%
SRRK -74,614 -55.3%
URGN -74,136 -70.8%
OLMA -69,017 -36.6%
BBIO -52,340 -100.0%
OCUL -35,634 -100.0%
TARS -30,054 -14.3%
EYPT -26,937 -39.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type