Paradigm Biocapital Advisors
Paradigm Biocapital Advisors reported 28 stocks worth $5.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RVMD (22.3%), Nuvalent Inc (13.7%) and EWTX (7.8%). Compared with Q1 2026, the fund opened new positions in ALNY, MBX and JBIO, added to EWTX, GMAB and SYRE, trimmed RVMD, ORKA and ERAS and sold out of CYTK, ABVX and MAZE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RVMD Revolution Medicines Inc | $1.2B | 22.3% | 6.4M | −294K (−4%) | 8 of 8 | |
| 2 | NUVALENT INC | $732M | 13.7% | 5.9M | +600K (+11%) | 8 of 8 | |
| 3 |  EWTX Edgewise Therapeutics Inc | $415M | 7.8% | 10.2M | +2.9M (+39%) | 8 of 8 | |
| 4 |  GMAB Genmab A/s | $361M | 6.8% | 13.1M | +5.2M (+65%) | 4 of 8 | |
| 5 |  SYRE Spyre Therapeutics Inc | $341M | 6.4% | 3.8M | +1.9M (+96%) | 8 of 8 | |
| 6 | APOGEE THERAPEUTICS INC | $209M | 3.9% | 1.6M | +228K (+17%) | 8 of 8 | |
| 7 |  ORKA Oruka Therapeutics Inc | $204M | 3.8% | 2.1M | −176K (−8%) | 5 of 8 | |
| 8 |  TNGX Tango Therapeutics Inc | $199M | 3.7% | 6.4M | +2.3M (+59%) | 3 of 8 | |
| 9 |  BLTE Belite Bio Inc | $190M | 3.5% | 1.2M | +118K (+11%) | 2 of 8 | |
| 10 |  ERAS Erasca Inc | $175M | 3.3% | 9.6M | −843K (−8%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
ARCELLX INC | $663M | 5.8M |
CENTESSA PHARMACEUTICALS PLC | $142M | 3.6M |
TERNS PHARMACEUTICALS INC | $117M | 2.2M |
 CYTK Cytokinetics Inc | $97.6M | 1.5M |
 ABVX Abivax SA | $86M | 772K |
🔒 Free account: see all 14.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Paradigm Biocapital Advisors 13F FAQ
What does Paradigm Biocapital Advisors own?
Paradigm Biocapital Advisors reported 28 stocks worth $5.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RVMD (22.3%), Nuvalent Inc (13.7%) and EWTX (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did Paradigm Biocapital Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 12 added to, 7 trimmed and 14 sold out. New positions include ALNY, MBX and JBIO. It sold all of CYTK, ABVX and MAZE.
When will Paradigm Biocapital Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Paradigm Biocapital Advisors's portfolio worth?
The Q2 2026 filing reports $5.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.