13F filings
Paradigm BioCapital
Where the disclosed book sits
by disclosed valueLargest holdings
20 of 28 positions| Holding | Type | Value | Shares | Share of book |
|---|---|---|---|---|
| RVMDRevolution Medicines Inc | Shares | $1.2B | 6,361,323 | 22.3% |
| NUVLNuvalent Inc | Shares | $731.7M | 5,924,433 | 13.7% |
| EWTXEdgewise Therapeutics Inc | Shares | $415.1M | 10,215,455 | 7.8% |
| GMABGenmab A/S | Shares | $360.8M | 13,133,131 | 6.8% |
| SYRESpyre Therapeutics Inc | Shares | $341.0M | 3,840,778 | 6.4% |
| APGEApogee Therapeutics Inc | Shares | $209.2M | 1,576,385 | 3.9% |
| ORKAOruka Therapeutics Inc | Shares | $204.1M | 2,144,526 | 3.8% |
| TNGXTango Therapeutics Inc | Shares | $198.7M | 6,357,523 | 3.7% |
| BLTEBelite Bio Inc | Shares | $189.8M | 1,232,877 | 3.6% |
| ERASErasca Inc | Shares | $175.0M | 9,550,000 | 3.3% |
| TARSTarsus Pharmaceuticals Inc | Shares | $174.7M | 2,775,649 | 3.3% |
| ALNYAlnylam Pharmaceuticals Inc | Shares | $144.5M | 480,000 | 2.7% |
| INSMInsmed Inc | Shares | $141.4M | 1,325,977 | 2.6% |
| MBXMBX Biosciences Inc | Shares | $138.4M | 2,508,015 | 2.6% |
| PCVXVaxcyte Inc | Shares | $123.7M | 2,127,852 | 2.3% |
| VRDNViridian Therapeutics Inc | Shares | $123.5M | 6,723,788 | 2.3% |
| OLMAOlema Pharmaceuticals Inc | Shares | $108.5M | 8,670,576 | 2% |
| JBIOJADE Biosciences Inc | Shares | $63.5M | 2,857,405 | 1.2% |
| TYRATYRA Biosciences Inc | Shares | $58.4M | 1,828,607 | 1.1% |
| ASMBAssembly Biosciences Inc | Shares | $42.7M | 1,553,748 | 0.8% |
Share of book is the position's value against the whole disclosed 13F value, so the rows shown here do not sum to 100% unless every position is listed.
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What changed last quarter
15 largest moves| Holding | Move | Share change | Value change | Value after |
|---|---|---|---|---|
| ACLXARCELLX INC | Exited | n/a | -$663.0M | $0 |
| SYRESPYRE THERAPEUTICS INC | Added | +96.2% | $167.2M | $341.0M |
| PCVXVAXCYTE INC | Trimmed | -55.6% | -$154.9M | $123.7M |
| ALNYALNYLAM PHARMACEUTICALS INC | New | n/a | $144.5M | $144.5M |
| CNTACENTESSA PHARMACEUTICALS PLC | Exited | n/a | -$142.0M | $0 |
| GMABGENMAB A/S | Added | +64.8% | $141.9M | $360.8M |
| MBXMBX BIOSCIENCES INC | New | n/a | $138.4M | $138.4M |
| TERNTERNS PHARMACEUTICALS INC | Exited | n/a | -$116.9M | $0 |
| EWTXEDGEWISE THERAPEUTICS INC | Added | +38.7% | $115.8M | $415.1M |
| CYTKCYTOKINETICS INC | Exited | n/a | -$97.6M | $0 |
| ABVXABIVAX SA | Exited | n/a | -$86.0M | $0 |
| MAZEMAZE THERAPEUTICS INC | Exited | n/a | -$81.9M | $0 |
| NUVLNUVALENT INC | Added | +11.3% | $74.1M | $731.7M |
| TNGXTANGO THERAPEUTICS INC | Added | +58.6% | $73.4M | $198.7M |
| VRDNVIRIDIAN THERAPEUTICS INC | Added | +113.5% | $65.7M | $123.5M |
A change is this filing measured against the one before it. A 13F does not disclose trades, so the price paid and the day it happened are not in the record.
Questions
What does Paradigm BioCapital hold?
Paradigm BioCapital disclosed 28 positions worth $5.3B in the Q2 2026 13F filing. The largest is RVMD at 22.3% of the disclosed book. A 13F lists long US equity positions only.
What did Paradigm BioCapital buy and sell last quarter?
Comparing the Q2 2026 filing with the quarter before, the largest moves were Exited ACLX, Added SYRE, Trimmed PCVX, New ALNY. Changes are measured against the previous filing, not against trades, because a 13F does not disclose trades.
How current is this?
This is the Q2 2026 filing, covering positions held on Jun 30, 2026. A 13F is due 45 days after the quarter ends, so the most recent filing is always at least six weeks behind the market, and the manager may have changed the book since.
How to read a 13F
WHAT THE FILING COVERS
Positions are as disclosed to the SEC on Form 13F and are not investment advice. How this data is sourced, and what it cannot tell you, is on the methodology page.
Data as of Sep 10, 2026.