PBA

Paradigm Biocapital Advisors Portfolio holdings

AUM $3.38B
1-Year Est. Return 58.81%
This Quarter Est. Return
1 Year Est. Return
+58.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.34B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$54.5M
3
+$48M
4
BBIO icon
BridgeBio Pharma
BBIO
+$41.7M
5
ALKS icon
Alkermes
ALKS
+$39.4M

Top Sells

1
+$77M
2
+$35.3M
3
+$34.5M
4
INSM icon
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
IMTX icon
26
Immatics
IMTX
$1.24B
$16.9M 0.72%
3,144,157
+1,237,049
ERAS icon
27
Erasca
ERAS
$732M
$15.1M 0.65%
11,907,182
+1,104,828
CBIO
28
Crescent Biopharma
CBIO
$219M
$10.4M 0.44%
+642,721
ARGX icon
29
argenx
ARGX
$55.9B
– –
-59,679
ARQT icon
30
Arcutis Biotherapeutics
ARQT
$3.06B
– –
-1,465,334
CYTK icon
31
Cytokinetics
CYTK
$8.12B
– –
-858,664
INSM icon
32
Insmed
INSM
$41.2B
– –
-451,359
MTSR
33
DELISTED
Metsera Inc
MTSR
– –
-1,191,462
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