PBA
Paradigm Biocapital Advisors Portfolio holdings
AUM
$2.34B
1-Year Est. Return
13.3%
1 Year Est. Return
+13.3%
AUM
$2.34B
AUM Growth
+$170M
(+7.8%)
Holding
33
Top Buys
| 1 | +$56.7M | |
| 2 | +$54.5M | |
| 3 | +$48M | |
| 4 |
BridgeBio Pharma
BBIO
|
+$41.7M |
| 5 |
Alkermes
ALKS
|
+$39.4M |
Top Sells
| 1 | +$77M | |
| 2 | +$35.3M | |
| 3 | +$34.5M | |
| 4 |
Insmed
INSM
|
+$34.4M |
| 5 |
MTSR
Metsera Inc
MTSR
|
+$32.4M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Nuvalent
NUVL
$6.67B
| $402M | 17.17% |
5,269,433
|
|
||
2
Arcellx
ACLX
$4.82B
| $306M | 13.07% |
4,649,016
+156,984
|
|
||
3
Merus
MRUS
$7.19B
| $225M | 9.62% |
4,281,954
+912,255
|
|
||
4
Revolution Medicines
RVMD
$10.1B
| $224M | 9.57% |
6,093,291
-84,820
|
|
||
5
Tarsus Pharmaceuticals
TARS
$3.08B
| $121M | 5.15% |
2,976,099
+365,902
|
|
||
6
Vaxcyte
PCVX
$5.5B
| $110M | 4.68% |
3,372,837
+1,676,356
|
|
||
|
ONC
7
BeOne Medicines Ltd
ONC
$34.8B
| $84.2M | 3.59% |
347,787
-318,237
|
|
||
8
Edgewise Therapeutics
EWTX
$1.59B
| $80.5M | 3.44% |
6,142,344
+1,747,788
|
|
||
9
Cogent Biosciences
COGT
$2.29B
| $74.3M | 3.17% |
10,352,449
+1,388,794
|
|
||
10
Janux Therapeutics
JANX
$1.61B
| $67.5M | 2.88% |
2,920,258
-409,651
|
|
||
11
Crinetics Pharmaceuticals
CRNX
$3.91B
| $67.4M | 2.88% |
2,343,553
+397,385
|
|
||
12
Disc Medicine
IRON
$3.13B
| $64.1M | 2.74% |
1,210,971
|
|
||
13
Scholar Rock
SRRK
$2.69B
| $56.7M | 2.42% |
+1,600,554
|
|
||
|
LENZ
14
LENZ Therapeutics
LENZ
$1.16B
| $50.3M | 2.15% |
1,717,066
+205,134
|
|
||
|
15
BridgeBio Pharma
BBIO
$10.5B
| $41.7M | 1.78% |
+965,764
|
|
||
16
Apogee Therapeutics
APGE
$3.73B
| $41.6M | 1.78% |
958,630
-3,077
|
|
||
17
MoonLake Immunotherapeutics
MLTX
$579M
| $41.5M | 1.77% |
878,323
+250,900
|
|
||
|
18
Alkermes
ALKS
$5B
| $39.4M | 1.68% |
+1,375,569
|
|
||
19
Viridian Therapeutics
VRDN
$1.98B
| $38.3M | 1.64% |
2,741,576
+646,497
|
|
||
20
Agios Pharmaceuticals
AGIO
$2.46B
| $38M | 1.62% |
+1,142,511
|
|
||
21
Ocular Therapeutix
OCUL
$2.51B
| $31.7M | 1.36% |
3,420,340
+2,106,322
|
|
||
22
Olema Pharmaceuticals
OLMA
$642M
| $28.8M | 1.23% |
6,764,172
+23,000
|
|
||
23
Spyre Therapeutics
SYRE
$1.74B
| $28M | 1.2% |
1,870,445
-256,760
|
|
||
|
YMAB
24
DELISTED
Y-mAbs Therapeutics
YMAB
| $19.1M | 0.82% |
4,236,346
|
|
||
25
Pharvaris
PHVS
$1.36B
| $18.7M | 0.8% |
+1,062,911
|
|