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Paradigm BioCapital Advisors 13F Holdings (Q2 2026)
According to its SEC 13F filed on Aug 14, 2026, Paradigm BioCapital Advisors reported 28 long positions worth $5.34B as of Jun 30, 2026. RVMD is 22.3% of the portfolio and the top 10 holdings are 75%. Against Q1 2026 it opened 7 new positions, added to 12, trimmed 7 and exited 14. 9 holdings have a dated FDA decision or data readout in the next 90 days, and 12 more expect one in a stated window such as "H2 2026".
Holdings
Every position in the 13F, with the change since the fund's previous filing, how many of the 45 specialist funds also own it, and its next FDA catalyst. Option positions are labelled CALL or PUT.
| Stock | Company Name | Shares Held | Market Value | % of Portfolio | QoQ Change | Position Change | Also Held By | Stage | Next Catalyst |
|---|---|---|---|---|---|---|---|---|---|
 MBX | MBX BIOSCIENCES INC | 2.51 M | 138.44 M | 2.6 | New | Clinical | Expected 2026 Phase 2a data readout | ||
 ERAS | ERASCA INC | 9.55 M | 174.96 M | 3.3 | Trimmed -8% | Clinical | Nov 20, 2026 Pre-clinical data presentation | ||
 ORKA | ORUKA THERAPEUTICS INC | 2.14 M | 204.09 M | 3.8 | Trimmed -8% | Clinical | Dec 1, 2026 Phase 2a data readout | ||
 APGE | APOGEE THERAPEUTICS INC | 1.58 M | 209.23 M | 3.9 | Added +17% | Clinical | Expected 2H 2026 Phase 1b data readout | ||
 VOR | VOR BIOPHARMA INC | 1.75 M | 32.22 M | 0.6 | Unchanged | Clinical | None in 90 days | ||
 KARD | KARDIGAN INC | 900.00 K | 21.46 M | 0.4 | New | — | None in 90 days |
Top 20 Holdings
Size = share of the portfolio. Option positions show CALL or PUT.
Who else owns these stocks?
All Stock Holdings ranks every biotech stock by how many of the 45 specialist funds own it, and whether that number rose or fell this quarter. Click "of 45 funds" on any row above, or open the full view.
Questions about Paradigm BioCapital Advisors's 13F
What does Paradigm BioCapital Advisors own?
28 stocks worth $5.34B at Jun 30, 2026, as reported in its 13F, led by RVMD (22.3% of the portfolio). The full list is in the Holdings table above.
What did it buy and sell last quarter?
Against Q1 2026: 7 new positions, 12 increases, 7 reductions and 14 full exits, from its 13F filings.
How current is this data?
13F filings are due 45 days after each quarter ends, so they show positions at quarter end, not today. The next filing (Q3 2026) is due Nov 16, 2026.
Why are some positions labelled CALL or PUT?
Those are option positions (calls and puts). The 13F reports them as the shares underlying the option, with no strike or expiry, so they are listed apart from share positions.
Source: SEC EDGAR Form 13F-HR filed by Paradigm Biocapital Advisors LP, accession 0001855655-26-000014, filed Aug 14, 2026. Values as filed; option positions are shown at the value of the underlying shares and labelled CALL or PUT.