Paradigm Biocapital Advisors LP
NEW YORK NY · SEC CIK 0001855655
$53.41亿2026Q2 申报市值
28持仓数
75.2%前十大占比 · 第一大 22.3%
7 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SYRE 加仓+$1.67亿
ALNY 新建仓+$1.44亿
GMAB 加仓+$1.42亿
MBX 新建仓+$1.38亿
EWTX 加仓+$1.16亿
2026Q2 卖出最多 按季末市值估算
ARCELLX INC 清仓-$6.63亿
PCVX 减仓-$1.55亿
CENTESSA PHARMAC 清仓-$1.42亿
TERNS PHARMACEUT 清仓-$1.17亿
CYTK 清仓-$9,760.33万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | $11.91亿 | 22.31% | 6,361,323 | -294,380 | -4.4% | -$5,513.15万 | 减仓 |
| — | NUVALENT INC | $7.32亿 | 13.70% | 5,924,433 | 600,000 | 11.3% | $7,410.00万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $4.15亿 | 7.77% | 10,215,455 | 2,850,417 | 38.7% | $1.16亿 | 加仓 |
| GMAB | GENMAB A/S | $3.61亿 | 6.76% | 13,133,131 | 5,165,295 | 64.8% | $1.42亿 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $3.41亿 | 6.38% | 3,840,778 | 1,883,512 | 96.2% | $1.67亿 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $2.09亿 | 3.92% | 1,576,385 | 228,142 | 16.9% | $3,028.13万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $2.04亿 | 3.82% | 2,144,526 | -175,790 | -7.6% | -$1,672.99万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $1.99亿 | 3.72% | 6,357,523 | 2,347,844 | 58.6% | $7,339.36万 | 加仓 |
| BLTE | BELITE BIO INC | $1.90亿 | 3.55% | 1,232,877 | 118,093 | 10.6% | $1,818.46万 | 加仓 |
| ERAS | ERASCA INC | $1.75亿 | 3.28% | 9,550,000 | -842,702 | -8.1% | -$1,543.83万 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $1.75亿 | 3.27% | 2,775,649 | 213,495 | 8.3% | $1,343.74万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1.44亿 | 2.71% | 480,000 | 480,000 | — | $1.44亿 | 新建仓 |
| INSM | INSMED INC | $1.41亿 | 2.65% | 1,325,977 | 71,489 | 5.7% | $762.22万 | 加仓 |
| MBX | MBX BIOSCIENCES INC | $1.38亿 | 2.59% | 2,508,015 | 2,508,015 | — | $1.38亿 | 新建仓 |
| PCVX | VAXCYTE INC | $1.24亿 | 2.32% | 2,127,852 | -2,665,168 | -55.6% | -$1.55亿 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $1.24亿 | 2.31% | 6,723,788 | 3,574,895 | 113.5% | $6,567.08万 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $1.08亿 | 2.03% | 8,670,576 | 650,000 | 8.1% | $813.15万 | 加仓 |
| JBIO | JADE BIOSCIENCES INC | $6,349.15万 | 1.19% | 2,857,405 | 2,857,405 | — | $6,349.15万 | 新建仓 |
| TYRA | TYRA BIOSCIENCES INC | $5,840.57万 | 1.09% | 1,828,607 | -226,384 | -11.0% | -$723.07万 | 减仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $4,269.70万 | 0.80% | 1,553,748 | 888,497 | 133.6% | $2,441.59万 | 加仓 |
| EYPT | EYEPOINT INC | $4,133.27万 | 0.77% | 2,890,397 | -252,040 | -8.0% | -$360.42万 | 减仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $3,233.56万 | 0.61% | 4,951,856 | 4,951,856 | — | $3,233.56万 | 新建仓 |
| VOR | VOR BIOPHARMA INC | $3,221.75万 | 0.60% | 1,750,000 | 0 | 0.0% | — | 不变 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $2,458.09万 | 0.46% | 685,852 | 685,852 | — | $2,458.09万 | 新建仓 |
| KARD | KARDIGAN INC | $2,146.50万 | 0.40% | 900,000 | 900,000 | — | $2,146.50万 | 新建仓 |
| LXEO | LEXEO THERAPEUTICS INC | $1,943.64万 | 0.36% | 4,175,382 | -2,008,752 | -32.5% | -$935.07万 | 减仓 |
| EDIT | EDITAS MEDICINE INC | $1,810.07万 | 0.34% | 5,586,625 | 5,586,625 | — | $1,810.07万 | 新建仓 |
| IVA | INVENTIVA SA | $1,512.00万 | 0.28% | 4,000,000 | 0 | 0.0% | — | 不变 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -5,774,016 | -100.0% | -$6.63亿 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -3,574,048 | -100.0% | -$1.42亿 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,216,499 | -100.0% | -$1.17亿 | 清仓 |
| CYTK | CYTOKINETICS INC | $0 | 0.00% | 0 | -1,480,857 | -100.0% | -$9,760.33万 | 清仓 |
| ABVX | ABIVAX SA | $0 | 0.00% | 0 | -772,473 | -100.0% | -$8,601.49万 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC | $0 | 0.00% | 0 | -2,744,399 | -100.0% | -$8,192.03万 | 清仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $0 | 0.00% | 0 | -1,226,080 | -100.0% | -$6,027.41万 | 清仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -625,000 | -100.0% | -$5,773.75万 | 清仓 |
| MANE | VERADERMICS INC | $0 | 0.00% | 0 | -525,000 | -100.0% | -$3,315.38万 | 清仓 |
| URGN | UROGEN PHARMA LTD | $0 | 0.00% | 0 | -1,703,949 | -100.0% | -$3,063.70万 | 清仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $0 | 0.00% | 0 | -545,287 | -100.0% | -$2,628.28万 | 清仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,701,217 | -100.0% | -$2,155.44万 | 清仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $0 | 0.00% | 0 | -868,213 | -100.0% | -$777.05万 | 清仓 |
| — | KALARIS THERAPEUTICS INC | $0 | 0.00% | 0 | -700,000 | -100.0% | -$403.90万 | 清仓 |