Paradigm Biocapital Advisors LP
NEW YORK NY · SEC CIK 0001855655
$48.94亿2026Q1 申报市值
35持仓数
67.6%前十大占比 · 第一大 13.5%
8 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INSM 新建仓+$2.05亿
BLTE 新建仓+$1.78亿
CENTESSA PHARMAC 新建仓+$1.42亿
CYTK 新建仓+$9,760.33万
MAZE 新建仓+$8,192.03万
2026Q1 卖出最多 按季末市值估算
CIDARA THERAPEUT 清仓-$1.68亿
CRINETICS PHARMA 清仓-$1.03亿
SRRK 减仓-$9,026.15万
ABVX 减仓-$7,182.08万
ERAS 减仓-$6,094.02万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | ARCELLX INC | $6.63亿 | 13.55% | 5,774,016 | 50,000 | 0.9% | $574.10万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $6.47亿 | 13.23% | 6,655,703 | 11,300 | 0.2% | $109.89万 | 加仓 |
| — | NUVALENT INC | $5.45亿 | 11.15% | 5,324,433 | 55,000 | 1.0% | $563.48万 | 加仓 |
| PCVX | VAXCYTE INC | $2.79亿 | 5.69% | 4,793,020 | 725,000 | 17.8% | $4,212.97万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $2.32亿 | 4.74% | 7,365,038 | 823,828 | 12.6% | $2,595.06万 | 加仓 |
| GMAB | GENMAB A/S | $2.14亿 | 4.37% | 7,967,836 | 928,002 | 13.2% | $2,489.83万 | 加仓 |
| INSM | INSMED INC | $2.05亿 | 4.19% | 1,254,488 | 1,254,488 | — | $2.05亿 | 新建仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $1.80亿 | 3.67% | 2,562,154 | 0 | 0.0% | — | 不变 |
| BLTE | BELITE BIO INC | $1.78亿 | 3.63% | 1,114,784 | 1,114,784 | — | $1.78亿 | 新建仓 |
| ERAS | ERASCA INC | $1.68亿 | 3.44% | 10,392,702 | -3,766,393 | -26.6% | -$6,094.02万 | 减仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $1.42亿 | 2.90% | 3,574,048 | 3,574,048 | — | $1.42亿 | 新建仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $1.20亿 | 2.44% | 8,020,576 | 476,404 | 6.3% | $710.32万 | 加仓 |
| — | TERNS PHARMACEUTICALS INC | $1.17亿 | 2.39% | 2,216,499 | 1,406,213 | 173.5% | $7,413.55万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $1.14亿 | 2.33% | 2,320,316 | 610,000 | 35.7% | $2,992.05万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $1.13亿 | 2.32% | 1,348,243 | 225,000 | 20.0% | $1,893.82万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $9,872.45万 | 2.02% | 1,957,266 | 490,000 | 33.4% | $2,471.56万 | 加仓 |
| CYTK | CYTOKINETICS INC | $9,760.33万 | 1.99% | 1,480,857 | 1,480,857 | — | $9,760.33万 | 新建仓 |
| ABVX | ABIVAX SA | $8,601.49万 | 1.76% | 772,473 | -645,000 | -45.5% | -$7,182.08万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $8,388.25万 | 1.71% | 4,009,679 | 923,495 | 29.9% | $1,931.95万 | 重新持有 |
| MAZE | MAZE THERAPEUTICS INC | $8,192.03万 | 1.67% | 2,744,399 | 2,744,399 | — | $8,192.03万 | 新建仓 |
| TYRA | TYRA BIOSCIENCES INC | $7,870.62万 | 1.61% | 2,054,991 | 2,054,991 | — | $7,870.62万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $6,159.23万 | 1.26% | 3,148,893 | 1,705,791 | 118.2% | $3,336.53万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $6,027.41万 | 1.23% | 1,226,080 | -1,836,077 | -60.0% | -$9,026.15万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $5,773.75万 | 1.18% | 625,000 | 625,000 | — | $5,773.75万 | 新建仓 |
| EYPT | EYEPOINT INC | $4,050.60万 | 0.83% | 3,142,437 | -549,038 | -14.9% | -$707.71万 | 减仓 |
| LXEO | LEXEO THERAPEUTICS INC | $3,549.69万 | 0.73% | 6,184,134 | 1,420,936 | 29.8% | $815.62万 | 加仓 |
| MANE | VERADERMICS INC | $3,315.38万 | 0.68% | 525,000 | 525,000 | — | $3,315.38万 | 新建仓 |
| VOR | VOR BIOPHARMA INC | $3,122.00万 | 0.64% | 1,750,000 | 0 | 0.0% | — | 不变 |
| URGN | UROGEN PHARMA LTD | $3,063.70万 | 0.63% | 1,703,949 | -2,769,699 | -61.9% | -$4,979.92万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $2,628.28万 | 0.54% | 545,287 | 172,418 | 46.2% | $831.05万 | 重新持有 |
| IVA | INVENTIVA SA | $2,220.00万 | 0.45% | 4,000,000 | 0 | 0.0% | — | 不变 |
| ORIC | ORIC PHARMACEUTICALS INC | $2,155.44万 | 0.44% | 1,701,217 | -700,000 | -29.2% | -$886.90万 | 减仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $1,846.07万 | 0.38% | 665,251 | 0 | 0.0% | — | 不变 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $777.05万 | 0.16% | 868,213 | -1,393,536 | -61.6% | -$1,247.21万 | 减仓 |
| — | KALARIS THERAPEUTICS INC | $403.90万 | 0.08% | 700,000 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST 看跌期权 | $0 | 0.00% | 0 | -1,500,000 | -100.0% | -$1.83亿 | 清仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -759,565 | -100.0% | -$1.68亿 | 清仓 |
| — | CRINETICS PHARMACEUTICALS IN | $0 | 0.00% | 0 | -2,210,774 | -100.0% | -$1.03亿 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -684,277 | -100.0% | -$5,234.03万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC | $0 | 0.00% | 0 | -2,935,284 | -100.0% | -$3,563.43万 | 清仓 |