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Paradigm Biocapital Advisors LP

13F filer · CIK 1855655 · New York, NY

Summary
Paradigm Biocapital Advisors LP reported $5.34B across 28 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are RVMD (22.3%), NUVL (13.7%), EWTX (7.8%). Versus 2026 Q1, leaving options aside, it opened 7 new positions, added to 12, trimmed 7 and sold out of 14.
Reported value$5.34B
Positions28
Report period2026 Q2
FiledAug 14, 2026
New positions7
Added12
Trimmed7
Sold out14

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 22.3%Value $1.19BPrice $204.48Shares 6.36M -4.42%Since Jun 30 +9.18%
Weight 13.7%Value $731.67MPrice $123.96Shares 5.92M +11.27%Since Jun 30 +0.37%
Weight 7.8%Value $415.05MPrice $39.19Shares 10.22M +38.70%Since Jun 30 -3.54%
Weight 6.8%Value $360.77MPrice $35.57Shares 13.13M +64.83%Since Jun 30 +29.49%
Weight 6.4%Value $340.98MPrice $84.72Shares 3.84M +96.23%Since Jun 30 -4.57%
Weight 3.9%Value $209.23MPrice $135.07Shares 1.58M +16.92%Since Jun 30 +1.76%
Weight 3.8%Value $204.09MPrice $82.15Shares 2.14M -7.58%Since Jun 30 -13.68%
Weight 3.7%Value $198.74MPrice $24.42Shares 6.36M +58.55%Since Jun 30 -21.88%
Weight 3.6%Value $189.84MPrice $166.66Shares 1.23M +10.59%Since Jun 30 +8.23%
Weight 3.3%Value $174.96MPrice $14.21Shares 9.55M -8.11%Since Jun 30 -22.43%
Weight 3.3%Value $174.70MPrice $76.69Shares 2.78M +8.33%Since Jun 30 +21.85%
Weight 2.7%Value $144.49MPrice $254.07Shares 480KSince Jun 30 -15.60%
Weight 2.6%Value $141.38MPrice $115.63Shares 1.33M +5.70%Since Jun 30 +8.45%
Weight 2.6%Value $138.44MPrice $57.75Shares 2.51MSince Jun 30 +4.62%
Weight 2.3%Value $123.69MPrice $56.69Shares 2.13M -55.61%Since Jun 30 -2.48%
Weight 2.3%Value $123.52MPrice $20.00Shares 6.72M +113.53%Since Jun 30 +8.85%
Weight 2.0%Value $108.47MPrice $8.54Shares 8.67M +8.10%Since Jun 30 -31.73%
Weight 1.2%Value $63.49MPrice $14.18Shares 2.86MSince Jun 30 -36.18%
Weight 1.1%Value $58.41MPrice $21.98Shares 1.83M -11.02%Since Jun 30 -31.18%
Weight 0.8%Value $42.70MPrice $23.48Shares 1.55M +133.56%Since Jun 30 -14.56%
Weight 0.8%Value $41.33MPrice $3.42Shares 2.89M -8.02%Since Jun 30 -76.08%
Weight 0.6%Value $32.34MPrice $7.69Shares 4.95MSince Jun 30 +17.76%
Weight 0.6%Value $32.22MPrice $18.33Shares 1.75MSince Jun 30 -0.43%
Weight 0.5%Value $24.58MPrice $10.15Shares 686KSince Jun 30 -71.68%
Weight 0.4%Value $21.46MPrice $14.66Shares 900KSince Jun 30 -38.53%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

Largest sells in 2026 Q2

ACLXACLXARCELLX INC≈ $662.97MSold
PCVXPCVXVAXCYTE INC≈ $154.87MTrim
CYTKCYTKCYTOKINETICS INC≈ $97.60MSold

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR