PB

Paradigm Biocapital Advisors LP

13F
Paradigm Biocapital Advisors LP
Last update 2024-08-14 35 Stocks (10 new)
Value $2.61 Bil Turnover 20 %
Countries:
Top Holdings: NUVL(13.27%)ARGX(8.86%)ACLX(8.13%)RVMD(7.81%)SRPT(5.73%)
Portfolio Report
Summary Stock Picks Current Portfolio
Paradigm Biocapital Advisors L... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NUVL 		Nuvalent Inc
4,571,678
346807.490
+9.43%
13.270
+1.14%
7.060
+13.45%
+23.25%
6398.668
Biotechnology
ARGX 		argenx SE
538,139
231421.300
-2.53%
8.860
-0.19%
0.900
+14.50%
+46.37%
33719.362
Biotechnology
ACLX 		Arcellx Inc
3,848,095
212376.360
+0.79%
8.130
+0.06%
7.160
+34.49%
+51.91%
4532.141
Biotechnology
RVMD 		Revolution Medicines Inc
5,259,089
204105.240
+80.42%
7.810
+3.48%
3.150
+1.89%
+61.85%
7753.948
Biotechnology
SRPT 		Sarepta Therapeutics Inc
947,574
149716.690
-12.13%
5.730
-0.60%
0.990
-11.13%
+36.00%
12506.341
Biotechnology
IRON 		Disc Medicine Inc
2,704,718
121901.640
+13.17%
4.670
+0.54%
9.100
+4.76%
-20.34%
1367.682
Biotechnology
MRUS 		Merus NV
2,019,814
119512.390
New Holding
4.570
+4.57%
2.960
-2.32%
+92.95%
3619.248
Biotechnology
CRNX 		Crinetics Pharmaceuticals Inc
2,513,302
112570.800
-19.57%
4.310
-1.01%
3.140
+8.66%
+62.90%
5218.464
Biotechnology
CERE 		Cerevel Therapeutics Holdings Inc
2,330,508
95294.470
0%
3.650
0%
1.280
+5.47%
+6.04%
8191.475
Biotechnology
KURA 		Kura Oncology Inc
4,539,381
93465.860
+44.78%
3.580
+1.11%
5.920
-15.74%
+21.77%
1341.870
Biotechnology

Paradigm Biocapital Advisors LP's Historical Top Holdings Breakdowns

Paradigm Biocapital Advisors LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MRUS 		Merus NV2024-06-30New Buy
+4.57%
●
39.81 ($48.43) 60.2
$53.06
9.56%
New holding
2,019,814
2,019,814
IMCR 		Immunocore Holdings PLC2024-06-30Sold Out
-4.09%
●
33.78 ($51) 63.75
$32.80
-35.69%
Sold Out
0
-1,787,176
RVMD 		Revolution Medicines Inc2024-06-30Add
+3.48%
●
30.14 ($37.38) 40.68
$46.42
24.18%
Add 80.42%
5,259,089
2,344,114
ALPN Alpine Immune Sciences Inc2024-06-30Sold Out
-2.96%
●
34.91 ($58.97) 64.97
$64.97
10.17%
Sold Out
0
-2,121,163
BCYC 		Bicycle Therapeutics PLC2024-06-30Sold Out
-2.85%
●
20.02 ($22.59) 24.69
$24.73
9.47%
Sold Out
0
-3,246,759
JANX 		Janux Therapeutics Inc2024-06-30New Buy
+2.51%
●
35.12 ($46.95) 64.78
$53.41
13.76%
New holding
1,564,452
1,564,452
LEGN 		Legend Biotech Corp2024-06-30Reduce
-1.54%
●
39.5 ($46.13) 57.22
$44.74
-3.01%
Reduce -39.29%
1,203,308
-778,698
PCVX 		Vaxcyte Inc2024-06-30Reduce
-1.47%
●
60.06 ($68.07) 78.77
$112.94
65.92%
Reduce -49.42%
627,202
-612,793
AUTL 		Autolus Therapeutics PLC2024-06-30Sold Out
-1.44%
●
3.33 ($4.32) 5.68
$4.44
2.78%
Sold Out
0
-6,425,803
VRDN 		Viridian Therapeutics Inc2024-06-30Reduce
-1.32%
●
11.6 ($13.84) 17.26
$23.05
66.55%
Reduce -42.43%
2,896,349
-2,135,071

Paradigm Biocapital Advisors LP Total Holding History ($B)

To

Paradigm Biocapital Advisors LP's Asset Allocation

To

Paradigm Biocapital Advisors LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Paradigm Biocapital Advisors LP's Hypothetical Growth since 2024-06-30

Paradigm Biocapital Advisors LP's Yearly Returns

Year Portfolio % % Excess Gain %

Paradigm Biocapital Advisors LP's Holdings Heat Map

Size field:

Paradigm Biocapital Advisors LP's Holdings Bubble Chart

Paradigm Biocapital Advisors LP News

  • 1

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