Paradigm Biocapital Advisors LP — 13F holdings

Paradigm Biocapital Advisors LP reported 28 holdings worth $5.34B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. RVMD REVOLUTION Medicines Inc — $1.19B (22.3%)
2. NUVL NUVALENT INC — $732M (13.7%)
3. EWTX EDGEWISE THERAPEUTICS INC — $415M (7.8%)
4. GMAB GENMAB A/S — $361M (6.8%)
5. SYRE SPYRE THERAPEUTICS INC — $341M (6.4%)
6. APGE APOGEE THERAPEUTICS INC — $209M (3.9%)
7. ORKA ORUKA THERAPEUTICS INC — $204M (3.8%)
8. TNGX TANGO THERAPEUTICS INC — $199M (3.7%)
9. BLTE BELITE BIO INC — $190M (3.6%)
10. ERAS Erasca Inc — $175M (3.3%)