PBA
Paradigm Biocapital Advisors Portfolio holdings
AUM
$4.89B
1-Year Est. Return
251.12%
This Fund
S&P 500
1 Year Est. Return
+251.12%
AUM
$4.89B
AUM Growth
+$1.16B
(+31%)
Holding
40
Top Buys
| 1 | +$193M | |
| 2 | +$187M | |
| 3 | +$121M | |
| 4 |
Cytokinetics
CYTK
|
+$94.1M |
| 5 |
CNTA
Centessa Pharmaceuticals
CNTA
|
+$91.4M |
Top Sells
| 1 | +$168M | |
| 2 | +$103M | |
| 3 | +$82.3M | |
| 4 |
ABVX
Abivax
ABVX
|
+$76.3M |
| 5 |
UroGen Pharma
URGN
|
+$55.5M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ACLX
1
DELISTED
Arcellx
ACLX
| $663M | 13.55% |
5,774,016
+50,000
|
|
||
2
Revolution Medicines
RVMD
$32.2B
| $647M | 13.23% |
6,655,703
+11,300
|
|
||
3
Nuvalent
NUVL
$7.22B
| $545M | 11.15% |
5,324,433
+55,000
|
|
||
4
Vaxcyte
PCVX
$6.85B
| $279M | 5.69% |
4,793,020
+725,000
|
|
||
5
Edgewise Therapeutics
EWTX
$4.01B
| $232M | 4.74% |
7,365,038
+823,828
|
|
||
6
Genmab
GMAB
$14.6B
| $214M | 4.37% |
7,967,836
+928,002
|
|
||
7
Insmed
INSM
$22.5B
| $205M | 4.19% |
+1,254,488
|
|
||
8
Tarsus Pharmaceuticals
TARS
$2.47B
| $180M | 3.67% |
2,562,154
|
|
||
|
BLTE
9
Belite Bio
BLTE
$5.41B
| $178M | 3.63% |
+1,114,784
|
|
||
10
Erasca
ERAS
$4.19B
| $168M | 3.44% |
10,392,702
-3,766,393
|
|
||
|
CNTA
11
Centessa Pharmaceuticals
CNTA
$6.17B
| $142M | 2.9% |
+3,574,048
|
|
||
12
Olema Pharmaceuticals
OLMA
$934M
| $120M | 2.44% |
8,020,576
+476,404
|
|
||
|
TERN
13
DELISTED
Terns Pharmaceuticals
TERN
| $117M | 2.39% |
2,216,499
+1,406,213
|
|
||
|
ORKA
14
Oruka Therapeutics
ORKA
$3.33B
| $114M | 2.33% |
2,320,316
+610,000
|
|
||
15
Apogee Therapeutics
APGE
$5.93B
| $113M | 2.32% |
1,348,243
+225,000
|
|
||
16
Spyre Therapeutics
SYRE
$6.01B
| $98.7M | 2.02% |
1,957,266
+490,000
|
|
||
|
17
Cytokinetics
CYTK
$9.63B
| $97.6M | 1.99% |
+1,480,857
|
|
||
|
ABVX
18
Abivax
ABVX
$5.78B
| $86M | 1.76% |
772,473
-645,000
|
|
||
19
Tango Therapeutics
TNGX
$3.11B
| $83.9M | 1.71% |
+4,009,679
|
|
||
|
MAZE
20
Maze Therapeutics
MAZE
$1.34B
| $81.9M | 1.67% |
+2,744,399
|
|
||
21
Tyra Biosciences
TYRA
$1.7B
| $78.7M | 1.61% |
+2,054,991
|
|
||
22
Viridian Therapeutics
VRDN
$1.75B
| $61.6M | 1.26% |
3,148,893
+1,705,791
|
|
||
23
Scholar Rock
SRRK
$5.35B
| $60.3M | 1.23% |
1,226,080
-1,836,077
|
|
||
24
Mirum Pharmaceuticals
MIRM
$5.62B
| $57.7M | 1.18% |
+625,000
|
|
||
25
EyePoint Inc
EYPT
$1.05B
| $40.5M | 0.83% |
3,142,437
-549,038
|
|