Paradigm Biocapital Advisors LP

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
28
Total value ($000)
$5,340,558
Net value change ($000)
+446,296 (9.1%)
New positions
7
Sold out positions
14
Turnover %
35.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
RVMD 544,082 84.1%
SYRE 242,260 245.4%
NUVL 186,179 34.1%
EWTX 183,055 78.9%
GMAB 146,990 68.8%
ALNY 144,494 NEW
MBX 138,442 NEW
TNGX 114,854 136.9%
APGE 95,752 84.4%
ORKA 90,283 79.3%
Top Reduces (Value $000, Stocks/ETFs)
ACLX -662,973 -100.0%
PCVX -154,830 -55.6%
CNTA -141,961 -100.0%
TERN -116,854 -100.0%
CYTK -97,603 -100.0%
ABVX -86,015 -100.0%
MAZE -81,920 -100.0%
INSM -63,758 -31.1%
SRRK -60,274 -100.0%
MIRM -57,738 -100.0%
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