PBA
Paradigm Biocapital Advisors Portfolio holdings
AUM
$3.38B
1-Year Est. Return
58.81%
1 Year Est. Return
+58.81%
AUM
$3.38B
AUM Growth
+$1.04B
(+44%)
Holding
39
Top Buys
| 1 | +$133M | |
| 2 | +$117M | |
| 3 | +$92M | |
| 4 |
UroGen Pharma
URGN
|
+$84.1M |
| 5 |
Agios Pharmaceuticals
AGIO
|
+$61.5M |
Top Sells
| 1 | +$103M | |
| 2 | +$84.2M | |
| 3 | +$63.7M | |
| 4 |
MoonLake Immunotherapeutics
MLTX
|
+$41.5M |
| 5 |
LENZ
LENZ Therapeutics
LENZ
|
+$30M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Nuvalent
NUVL
$8.15B
| $456M | 12.96% |
5,269,433
|
|
||
2
Merus
MRUS
$7.28B
| $412M | 11.71% |
4,373,770
+91,816
|
|
||
3
Arcellx
ACLX
$3.98B
| $382M | 10.86% |
4,649,016
|
|
||
4
Revolution Medicines
RVMD
$14.6B
| $291M | 8.27% |
6,223,291
+130,000
|
|
||
5
Tarsus Pharmaceuticals
TARS
$3.37B
| $158M | 4.51% |
2,665,698
-310,401
|
|
||
6
Vaxcyte
PCVX
$5.85B
| $136M | 3.88% |
3,784,755
+411,918
|
|
||
|
ABVX
7
Abivax
ABVX
$8.95B
| $133M | 3.78% |
+1,564,196
|
|
||
8
Genmab
GMAB
$19.5B
| $117M | 3.33% |
+3,816,851
|
|
||
|
9
Agios Pharmaceuticals
AGIO
$1.57B
| $107M | 3.05% |
2,673,555
+1,531,044
|
|
||
10
Crinetics Pharmaceuticals
CRNX
$4.27B
| $106M | 3.02% |
2,550,774
+207,221
|
|
||
11
Edgewise Therapeutics
EWTX
$2.43B
| $100M | 2.85% |
6,170,131
+27,787
|
|
||
12
Cidara Therapeutics
CDTX
$6.91B
| $92M | 2.62% |
+961,164
|
|
||
|
13
UroGen Pharma
URGN
$1.14B
| $84.1M | 2.39% |
+4,216,084
|
|
||
14
Scholar Rock
SRRK
$4.19B
| $74.8M | 2.13% |
2,009,745
+409,191
|
|
||
15
Janux Therapeutics
JANX
$954M
| $71.4M | 2.03% |
2,920,258
|
|
||
16
Olema Pharmaceuticals
OLMA
$2.18B
| $66.5M | 1.89% |
6,794,172
+30,000
|
|
||
17
Apogee Therapeutics
APGE
$4.72B
| $60.5M | 1.72% |
1,521,757
+563,127
|
|
||
18
Viridian Therapeutics
VRDN
$2.9B
| $56.3M | 1.6% |
2,609,353
-132,223
|
|
||
19
Alkermes
ALKS
$4.78B
| $51.6M | 1.47% |
1,719,334
+343,765
|
|
||
|
LENZ
20
LENZ Therapeutics
LENZ
$855M
| $50M | 1.42% |
1,073,461
-643,605
|
|
||
21
Pharvaris
PHVS
$1.57B
| $45.8M | 1.3% |
1,835,494
+772,583
|
|
||
22
Cogent Biosciences
COGT
$5.98B
| $45.3M | 1.29% |
3,156,398
-7,196,051
|
|
||
23
Ocular Therapeutix
OCUL
$2.4B
| $40.9M | 1.16% |
3,497,307
+76,967
|
|
||
24
BridgeBio Pharma
BBIO
$13.8B
| $35.5M | 1.01% |
684,277
-281,487
|
|
||
25
Erasca
ERAS
$820M
| $29.6M | 0.84% |
13,560,017
+1,652,835
|
|