Paradigm Biocapital Advisors LP holds a focused book of 35 stocks worth $4.9B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Insmed Inc and trimmed Erasca Inc. Their largest long position is Arcellx Inc at 14% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1855655/holdings"
Use Arkolith to show Paradigm Biocapital Advisors LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
84% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Arcellx Inc COMMON STOCK | $663.0M | 5.77M | 13.5% | ▲+0.9% Added · +50K sh | |
| 2 | Revolution Medicines Inc COM | $647.3M | 6.66M | 13.2% | ▲+0.2% Added · +11K sh | |
| 3 | Nuvalent Inc COM | $545.5M | 5.32M | 11.1% | ▲+1.0% Added · +55K sh | |
| 4 | Vaxcyte Inc COM | $278.5M | 4.79M | 5.7% | ▲+18% Added · +725K sh | |
| 5 | Edgewise Therapeutics Inc COM | $232.0M | 7.37M | 4.7% | ▲+13% Added · +824K sh | |
| 6 | Genmab A/s SPONSORED ADS | $213.8M | 7.97M | 4.4% | ▲+13% Added · +928K sh | |
| 7 | Insmed Inc COM PAR $.01 | $205.1M | 1.25M | 4.2% | ▲New New position | |
| 8 | Tarsus Pharmaceuticals Inc COM | $179.7M | 2.56M | 3.7% | —Held | |
| 9 | Belite Bio Inc SPONSORED ADS | $177.7M | 1.11M | 3.6% | ▲New New position | |
| 10 | Erasca Inc COM | $168.2M | 10.39M | 3.4% | ▼−27% Reduced · −3.8M sh | |
| 11 | Centessa Pharmaceuticals PLC SPONSORED ADS | $142.0M | 3.57M | 2.9% | ▲New New position | |
| 12 | Olema Pharmaceuticals Inc COM | $119.6M | 8.02M | 2.4% | ▲+6.3% Added · +476K sh | |
| 13 | Terns Pharmaceuticals Inc COM | $116.9M | 2.22M | 2.4% | ▲+174% Added · +1.4M sh | |
| 14 | Oruka Therapeutics Inc COM | $113.8M | 2.32M | 2.3% | ▲+36% Added · +610K sh | |
| 15 | Apogee Therapeutics Inc COM | $113.5M | 1.35M | 2.3% | ▲+20% Added · +225K sh | |
| 16 | Spyre Therapeutics Inc COM NEW | $98.7M | 1.96M | 2.0% | ▲+33% Added · +490K sh | |
| 17 | Cytokinetics Inc COM NEW | $97.6M | 1.48M | 2.0% | ▲New New position | |
| 18 | Abivax Sa SPONSORED ADS | $86.0M | 772.5K | 1.8% | ▼−46% Reduced · −645K sh | |
| 19 | Tango Therapeutics Inc COM | $83.9M | 4.01M | 1.7% | ▲New New position | |
| 20 | Maze Therapeutics Inc COM | $81.9M | 2.74M | 1.7% | ▲New New position | |
| 21 | Tyra Biosciences Inc COM | $78.7M | 2.05M | 1.6% | ▲New New position | |
| 22 | Viridian Therapeutics Inc COM | $61.6M | 3.15M | 1.3% | ▲+118% Added · +1.7M sh | |
| 23 | Scholar Rock Hldg Corp COM | $60.3M | 1.23M | 1.2% | ▼−60% Reduced · −1.8M sh | |
| 24 | Mirum Pharmaceuticals Inc COM | $57.7M | 625.0K | 1.2% | ▲New New position | |
| 25 | Eyepoint Inc COM NEW | $40.5M | 3.14M | 0.8% | ▼−15% Reduced · −549K sh | |
| 26 | Lexeo Therapeutics Inc COM | $35.5M | 6.18M | 0.7% | ▲+30% Added · +1.4M sh | |
| 27 | Veradermics Inc COMMON STOCK | $33.2M | 525.0K | 0.7% | ▲New New position | |
| 28 | Vor Biopharma Inc COM NEW | $31.2M | 1.75M | 0.6% | —Held | |
| 29 | Urogen Pharma Ltd COM | $30.6M | 1.70M | 0.6% | ▼−62% Reduced · −2.8M sh | |
| 30 | Structure Therapeutics Inc SPONSORED ADS | $26.3M | 545.3K | 0.5% | ▲New New position | |
| 31 | Inventiva Sa ADS | $22.2M | 4.00M | 0.5% | —Held | |
| 32 | Oric Pharmaceuticals Inc COM | $21.6M | 1.70M | 0.4% | ▼−29% Reduced · −700K sh | |
| 33 | Assembly Biosciences Inc COM NEW | $18.5M | 665.3K | 0.4% | —Held | |
| 34 | Bridgebio Oncology Therapeut COM NEW | $7.8M | 868.2K | 0.2% | ▼−62% Reduced · −1.4M sh | |
| 35 | Kalaris Therapeutics Inc COM | $4.0M | 700.0K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 35 | $4.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 30 | $3.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 36 | $3.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 28 | $2.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 28 | $2.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 28 | $2.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 33 | $3.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 35 | $2.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 34 | $2.8B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 30 | $2.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 31 | $1.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 30 | $1.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 25 | $1.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 23 | $851.9M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 28 | $750.1M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 23 | $501.5M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 25 | $378.2M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 24 | $350.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.