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Paradigm Biocapital Advisors LP

CIK:0001855655
Hedge Fund
$3B AUM
28 holdings
New York, NY, USA
Founded:2021
9 employees
Latest filing:Jun 30, 2025

Paradigm Biocapital Advisors LP is a US-based investment adviser headquartered in New York, NY. The firm focuses on investments in the biotechnology and life sciences sectors, managing public and private investments. Founded in the early 2020s, Paradigm Biocapital Advisors employs around 9 professionals, serving institutional and high-net-worth clients with interests in biomedical innovation and healthcare advancement.

Investment Strategy

Paradigm Biocapital Advisors LP employs a sector-focused strategy, primarily investing in biotechnology and life sciences companies. The firm utilizes in-depth scientific and industry research to identify undervalued public and, on occasion, private opportunities, often taking concentrated positions in companies developing breakthrough therapies and technologies. Their approach emphasizes fundamental analysis, engagement with company management, and active monitoring to optimize long-term value creation.

Latest 13F Filing Activity

Paradigm Biocapital Advisors LP filed their most recent 13F report on Jun 30, 2025 disclosing 27 equity positions with a total 13F market value of $2B. The fund increased holdings in Merus N V, Scholar Rock HLDG Corp., Vaxcyte Inc. among other positions. Paradigm Biocapital Advisors LP reduced exposure to Argenx SE, Cytokinetics Inc., Insmed Inc. among others.

Top Buys
M
MRUSMERUS N V
+$83.4M
S
SRRKSCHOLAR ROCK HLDG CORP
+$56.7M
P
PCVXVAXCYTE INC
+$45.6M
B
BBIOBRIDGEBIO PHARMA INC
+$41.7M
A
ALKSALKERMES PLC
+$39.4M
Top Sells
A
ARGXARGENX SE
-$35.3M
C
CYTKCYTOKINETICS INC
-$34.5M
I
INSMINSMED INC
-$34.4M
M
MTSRMETSERA INC
-$32.4M
A
ARQTARCUTIS BIOTHERAPEUTICS INC
-$22.9M

Top Holdings

N
NUVLNUVALENT INC
+17.2%$402.1M
A
ACLXARCELLX INC
+13.1%$306.1M
M
MRUSMERUS N V
+9.6%$225.2M
R
RVMDREVOLUTION MEDICINES INC
+9.6%$224.2M
T
TARSTARSUS PHARMACEUTICALS INC
+5.1%$120.6M

Equity Positions (27)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NUVALENT INC17.17%$402.1M5,269,433$67.32$76.30+$28.3M
ARCELLX INC13.07%$306.1M4,649,016$44.21$65.85+$11.5M
MERUS N V9.62%$225.2M4,281,954$48.89$52.60+$83.4M
REVOLUTION MEDICINES INC9.57%$224.2M6,093,291$36.63$36.79+$5.7M
TARSUS PHARMACEUTICALS INC5.15%$120.6M2,976,099$32.86$40.51-$13.5M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+58.7%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+35.4%
SERVICES-MEDICAL LABORATORIES
+1.6%
BLANK CHECKS
+1.1%
LABORATORY ANALYTICAL INSTRUMENTS
+0.8%