The Analysis of Paradigm Biocapital Advisors LP's Holdings

Currently, Paradigm Biocapital Advisors LP holds 35 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in ABVX (+1.6M shares, valued at $132.8M), GMAB (+3.8M shares, valued at $117.1M), CDTX (+961.2K shares, valued at $92.0M); decreased their positions in COGT (-7.2M shares, valued at $103.3M), IRON (-963.3K shares, valued at $63.7M), LENZ (-643.6K shares, valued at $30.0M); initiated new positions in ABVX (+1.6M shares, valued at $132.8M), GMAB (+3.8M shares, valued at $117.1M), CDTX (+961.2K shares, valued at $92.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NUVL NUVALENT INC5.3M shares0.00%2025-09-302025-11-14

MRUS MERUS N V4.4M shares2.14%2025-09-302025-11-14

ACLX ARCELLX INC4.6M shares0.00%2025-09-302025-11-14

RVMD REVOLUTION MEDICINES INC6.2M shares2.13%2025-09-302025-11-14

TARS TARSUS PHARMACEUTICALS INC2.7M shares-10.43%2025-09-302025-11-14

PCVX VAXCYTE INC3.8M shares12.21%2025-09-302025-11-14

ABVX ABIVAX SA1.6M sharesnew addition2025-09-302025-11-14

GMAB GENMAB A/S3.8M sharesnew addition2025-09-302025-11-14

Sponsored

ERAS ERASCA INC15.2M shares11.79%2026-01-072026-01-14

AGIO AGIOS PHARMACEUTICALS INC2.7M shares134.01%2025-09-302025-11-14

CRNX CRINETICS PHARMACEUTICALS IN2.6M shares8.84%2025-09-302025-11-14

EWTX EDGEWISE THERAPEUTICS INC6.2M shares0.45%2025-09-302025-11-14

CDTX CIDARA THERAPEUTICS INC961.2K sharesnew addition2025-09-302025-11-14

URGN UROGEN PHARMA LTD4.2M sharesnew addition2025-09-302025-11-14

SRRK SCHOLAR ROCK HLDG CORP2.0M shares25.57%2025-09-302025-11-14

JANX JANUX THERAPEUTICS INC2.9M shares0.00%2025-09-302025-11-14

Sponsored

OLMA OLEMA PHARMACEUTICALS INC6.8M shares0.44%2025-09-302025-11-14

EYPT EYEPOINT PHARMACEUTICALS INC4.2M shares109.05%2026-02-172026-02-24

APGE APOGEE THERAPEUTICS INC1.5M shares58.74%2025-09-302025-11-14

VRDN VIRIDIAN THERAPEUTICS INC2.6M shares-4.82%2025-09-302025-11-14

ALKS ALKERMES PLC1.7M shares24.99%2025-09-302025-11-14

LENZ LENZ THERAPEUTICS INC1.1M shares-37.48%2025-09-302025-11-14

PHVS PHARVARIS N V1.8M shares72.69%2025-09-302025-11-14

COGT COGENT BIOSCIENCES INC3.2M shares-69.51%2025-09-302025-11-14

Sponsored

OCUL OCULAR THERAPEUTIX INC3.5M shares2.25%2025-09-302025-11-14

BBIO BRIDGEBIO PHARMA INC684.3K shares-29.15%2025-09-302025-11-14

LXEO 3.7M sharesnew addition2025-11-132025-11-20

TNGX TANGO THERAPEUTICS INC3.1M sharesnew addition2025-09-302025-11-14

AMLX AMYLYX PHARMACEUTICALS INC1.9M sharesnew addition2025-09-302025-11-14

SYRE SPYRE THERAPEUTICS INC1.5M shares-21.56%2025-09-302025-11-14

DYN DYNE THERAPEUTICS INC1.9M sharesnew addition2025-09-302025-11-14

BBOT BRIDGEBIO ONCOLOGY THERAPEUT1.9M sharesnew addition2025-09-302025-11-14

Sponsored

IRON DISC MEDICINE INC247.7K shares-79.54%2025-09-302025-11-14

VOR 1.8M sharesnew addition2025-11-112025-11-18

GPCR STRUCTURE THERAPEUTICS INC372.9K sharesnew addition2025-09-302025-11-14

Call Option Holdings

MRUS Call CallMERUS N V300.0K sharesnew addition2025-09-302025-11-14

AGIO Call CallAGIOS PHARMACEUTICALS INC200.0K sharesnew addition2025-09-302025-11-14

Put Option Holdings

XBI Put PutSPDR SERIES TRUST1.0M sharesnew addition2025-09-302025-11-14