Paradigm Biocapital Advisors LP 13F 持仓 · 2026年Q2
Paradigm Biocapital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 53.41 亿美元。前几大持仓：RVMD（22.31%）、NUVL（13.70%）、EWTX（7.77%）。本季前 25 大持仓中：新建仓 6 只、增持 12 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $1.19B | 22.31% | 6.4M | 减持 |
| 2 | NUVL | NUVALENT INC | $731.7M | 13.70% | 5.9M | 增持 |
| 3 | EWTX | EDGEWISE THERAPEUTICS INC | $415.1M | 7.77% | 10.2M | 增持 |
| 4 | GMAB | GENMAB A/S | $360.8M | 6.76% | 13.1M | 增持 |
| 5 | SYRE | SPYRE THERAPEUTICS INC | $341.0M | 6.38% | 3.8M | 增持 |
| 6 | APGE | APOGEE THERAPEUTICS INC | $209.2M | 3.92% | 1.6M | 增持 |
| 7 | ORKA | ORUKA THERAPEUTICS INC | $204.1M | 3.82% | 2.1M | 减持 |
| 8 | TNGX | TANGO THERAPEUTICS INC | $198.7M | 3.72% | 6.4M | 增持 |
| 9 | BLTE | BELITE BIO INC | $189.8M | 3.55% | 1.2M | 增持 |
| 10 | ERAS | ERASCA INC | $175.0M | 3.28% | 9.6M | 减持 |
| 11 | TARS | TARSUS PHARMACEUTICALS INC | $174.7M | 3.27% | 2.8M | 增持 |
| 12 | ALNY | ALNYLAM PHARMACEUTICALS INC | $144.5M | 2.71% | 480,000 | 新建仓 |
| 13 | INSM | INSMED INC | $141.4M | 2.65% | 1.3M | 增持 |
| 14 | MBX | MBX BIOSCIENCES INC | $138.4M | 2.59% | 2.5M | 新建仓 |
| 15 | PCVX | VAXCYTE INC | $123.7M | 2.32% | 2.1M | 减持 |
| 16 | VRDN | VIRIDIAN THERAPEUTICS INC | $123.5M | 2.31% | 6.7M | 增持 |
| 17 | OLMA | OLEMA PHARMACEUTICALS INC | $108.5M | 2.03% | 8.7M | 增持 |
| 18 | JBIO | JADE BIOSCIENCES INC | $63.5M | 1.19% | 2.9M | 新建仓 |
| 19 | TYRA | TYRA BIOSCIENCES INC | $58.4M | 1.09% | 1.8M | 减持 |
| 20 | ASMB | ASSEMBLY BIOSCIENCES INC | $42.7M | 0.80% | 1.6M | 增持 |
| 21 | EYPT | EYEPOINT INC | $41.3M | 0.77% | 2.9M | 减持 |
| 22 | ACHV | ACHIEVE LIFE SCIENCE INC | $32.3M | 0.61% | 5.0M | 新建仓 |
| 23 | VOR | VOR BIOPHARMA INC | $32.2M | 0.60% | 1.8M | 持平 |
| 24 | MPLT | MAPLIGHT THERAPEUTICS INC | $24.6M | 0.46% | 685,852 | 新建仓 |
| 25 | KARD | KARDIGAN INC | $21.5M | 0.40% | 900,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR