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Paradigm Biocapital Advisors LP
institutionele belegger · portefeuille $5.34 mld. · 28 posities · rapport per 30.06.2026
Aandelenposities rapport over 30.06.2026, ingediend op 14.08.2026; verandering — t.o.v. 31.03.2026 · 28
| Bedrijf | Aandelen | Waarde | % van de portefeuille | Verandering per Kwartaal |
|---|---|---|---|---|
| Revolution Medicines, Inc. US:RVMD | 6 361 323 | $1.19 mld. | 22.31% | nieuw |
| NUVALENT INC CUSIP 670703107 | 5 924 433 | $732 mln. | 13.70% | nieuw |
| Edgewise Therapeutics Inc US:EWTX | 10 215 455 | $415 mln. | 7.77% | nieuw |
| Genmab A/S US:GMAB | 13 133 131 | $361 mln. | 6.76% | nieuw |
| Spyre Therapeutics Inc. US:SYRE | 3 840 778 | $341 mln. | 6.38% | nieuw |
| APOGEE THERAPEUTICS INC CUSIP 03770N101 | 1 576 385 | $209 mln. | 3.92% | nieuw |
| Oruka Therapeutics, Inc. US:ORKA | 2 144 526 | $204 mln. | 3.82% | nieuw |
| Tango Therapeutics, Inc. US:TNGX | 6 357 523 | $199 mln. | 3.72% | nieuw |
| Belite Bio Inc ADR US:BLTE | 1 232 877 | $190 mln. | 3.55% | nieuw |
| Erasca Inc US:ERAS | 9 550 000 | $175 mln. | 3.28% | nieuw |
| Tarsus Pharmaceuticals Inc US:TARS | 2 775 649 | $175 mln. | 3.27% | nieuw |
| Alnylam Pharmaceuticals Inc US:ALNY | 480 000 | $144 mln. | 2.71% | nieuw |
| Insmed Inc US:INSM | 1 325 977 | $141 mln. | 2.65% | nieuw |
| MBX Biosciences, Inc. US:MBX | 2 508 015 | $138 mln. | 2.59% | nieuw |
| Vaxcyte Inc US:PCVX | 2 127 852 | $124 mln. | 2.32% | nieuw |
| Viridian Therapeutics Inc US:VRDN | 6 723 788 | $124 mln. | 2.31% | nieuw |
| Olema Pharmaceuticals Inc US:OLMA | 8 670 576 | $108 mln. | 2.03% | nieuw |
| Jade Biosciences, Inc. US:JBIO | 2 857 405 | $63.5 mln. | 1.19% | nieuw |
| Tyra Biosciences Inc US:TYRA | 1 828 607 | $58.4 mln. | 1.09% | nieuw |
| Assembly Biosciences Inc US:ASMB | 1 553 748 | $42.7 mln. | 0.80% | nieuw |
| EyePoint, Inc US:EYPT | 2 890 397 | $41.3 mln. | 0.77% | nieuw |
| Achieve Life Sciences Inc US:ACHV | 4 951 856 | $32.3 mln. | 0.61% | nieuw |
| Vor Biopharma Inc US:VOR | 1 750 000 | $32.2 mln. | 0.60% | nieuw |
| MapLight Therapeutics, Inc. US:MPLT | 685 852 | $24.6 mln. | 0.46% | nieuw |
| Kardigan, Inc. US:KARD | 900 000 | $21.5 mln. | 0.40% | nieuw |
| Lexeo Therapeutics, Inc. US:LXEO | 4 175 382 | $19.4 mln. | 0.36% | nieuw |
| Editas Medicine Inc US:EDIT | 5 586 625 | $18.1 mln. | 0.34% | nieuw |
| INVENTIVA US:IVA | 4 000 000 | $15.1 mln. | 0.28% | nieuw |
In bedrijven uit onze database 5
| Bedrijf | Belang | Aandelen | Rapportdatum |
|---|---|---|---|
| Viridian Therapeutics Inc | 5.93% | 6 723 788 | 2026-06-30 |
| Editas Medicine Inc | 3.64% | 5 586 625 | 2026-06-30 |
| Revolution Medicines, Inc. | 2.97% | 6 361 323 | 2026-06-30 |
| Genmab A/S | 2.1% | 13 133 131 | 2026-06-30 |
| INVENTIVA | 1.91% | 4 000 000 | 2026-06-30 |
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