Paradigm Biocapital Advisors
Superinvestor profile · Rank #95 by reported 13F value (2026 Q2 filers) · CIK 0001855655 · All profiles
Founded 2020New York, New York, U.S.Biotechnology and healthcare equities, focused on transformative therapeuticsKey person: Senai Asefaw
Reported 13F value
$5.3B
Period 2026-06-30 · Filed 2026-08-14
Positions
28
Top 10 = 75.2% of value
Clone performance
Withheld
Price coverage too low — see note
Latest-quarter activity
7 new · 14 exited
12 increased · 7 decreased
Clone performance withheld for this manager. Only 66.7% of the latest filing's reported value sits inside our price history, and on average 52% of each historical segment's weight is unpriced as well; the rest is mostly non-U.S. listings and small-cap names we cannot price reliably. A clone computed from the priced minority would misrepresent the disclosed portfolio, so we do not publish one. The snapshot, holdings and filing history below are complete as reported. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| RVMD | Revolution Medicines Inc | 22.31% | $1.2B |
| Nuvalent Inc | 13.70% | $732M | |
| EWTX | Edgewise Therapeutics Inc | 7.77% | $415M |
| GMAB | Genmab A/S | 6.76% | $361M |
| SYRE | Spyre Therapeutics Inc | 6.38% | $341M |
| Apogee Therapeutics Inc | 3.92% | $209M | |
| ORKA | Oruka Therapeutics Inc | 3.82% | $204M |
| TNGX | Tango Therapeutics Inc | 3.72% | $199M |
| BLTE | Belite Bio Inc | 3.55% | $190M |
| ERAS | Erasca Inc | 3.28% | $175M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 66.7% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
| Quarter | SEC accession no. | Filed | Disclosed CUSIPs |
|---|---|---|---|
| 2026Q2 | 0001855655-26-000014 | 2026-08-14 | 28 |
| 2026Q1 | 0001855655-26-000011 | 2026-05-15 | 35 |
| 2025Q4 | 0001855655-26-000003 | 2026-02-17 | 29 |
| 2025Q3 | 0001855655-25-000014 | 2025-11-14 | 33 |
| 2025Q2 | 0001855655-25-000010 | 2025-08-14 | 28 |
| 2025Q1 | 0001855655-25-000007 | 2025-05-15 | 27 |
| 2024Q4 | 0001855655-25-000004 | 2025-02-14 | 28 |
| 2024Q3 | 0001855655-24-000014 | 2024-11-14 | 31 |
| 2024Q2 | 0001855655-24-000009 | 2024-08-14 | 35 |
| 2024Q1 | 0001855655-24-000005 | 2024-05-15 | 34 |
| 2023Q4 | 0001855655-24-000002 | 2024-02-14 | 29 |
| 2023Q3 | 0001855655-23-000011 | 2023-11-14 | 29 |
| 2023Q2 | 0001855655-23-000008 | 2023-08-14 | 29 |
| 2023Q1 | 0001855655-23-000006 | 2023-05-15 | 25 |
| 2022Q4 | 0001855655-23-000003 | 2023-02-14 | 23 |
| 2022Q3 | 0001855655-22-000011 | 2022-11-14 | 27 |
| 2022Q2 | 0001855655-22-000008 | 2022-08-15 | 23 |
| 2022Q1 | 0001855655-22-000006 | 2022-05-16 | 25 |
| 2021Q4 | 0001855655-22-000004 | 2022-02-14 | 24 |
Background (founded / HQ / style) source: https://prospeo.io/c/paradigm-biocapital-advisors — Listing gives founding year 2020, headquarters at 767 Third Avenue, New York, NY, and Senai Asefaw as Founder & Managing Partner. Form ADV-based listings describe it as managing pooled investment vehicles.