13F Portfolios

Paradigm Biocapital Advisors LP — NUVALENT INC NUVL: Quarterly 13F Position History

Paradigm Biocapital Advisors LP has reported NUVALENT INC (NUVL) on 12 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2023. As of Q1 2026, the position is sized at 5,324,433 shares ($545.5M market value, 11.15% of the equity book). Quarter-over-quarter share count change: + 55,000 (+1.0%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 12 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 5,324,433 +55,000 +1.0% $545.5M 11.15% $102.45
Q4 2025 5,269,433 0 $530.1M 14.19% $100.59
Q3 2025 5,269,433 0 $455.7M 13.48% $86.48
Q2 2025 5,269,433 0 $402.1M 17.17% $76.30
Q1 2025 5,269,433 93,946 -1.8% $373.7M 17.20% $70.92
Q4 2024 5,363,379 +363,379 +7.3% $419.8M 14.61% $78.28
Q3 2024 5,000,000 +428,322 +9.4% $511.5M 17.90% $102.30
Q2 2024 4,571,678 +393,848 +9.4% $346.8M 13.27% $75.86
Q1 2024 4,177,830 +319,822 +8.3% $313.7M 11.04% $75.09
Q4 2023 3,858,008 +2,219,861 +135.5% $283.9M 13.31% $73.59
Q3 2023 1,638,147 +517,682 +46.2% $75.3M 5.14% $45.97
Q2 2023 1,120,465 $47.3M 3.82% $42.17

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Paradigm Biocapital Advisors LP first disclose a NUVL position in 13F-HR filings?

Paradigm Biocapital Advisors LP first reported NUVALENT INC (NUVL) on its 13F-HR filing for the period ending 2023-06-30 (Q2 2023). The position has appeared on 12 reported quarters within Pactolio's tracked window.

What was Paradigm Biocapital Advisors LP's most recent quarter-over-quarter share-count change in NUVL?

Between Q4 2025 and Q1 2026, Paradigm Biocapital Advisors LP added 55,000 shares of NUVL (+1.0%), bringing the total reported position to 5,324,433 shares at a market value of $545.5M.

Does the implied price-per-share represent Paradigm Biocapital Advisors LP's cost basis in NUVL?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.