13F Portfolios

Paradigm Biocapital Advisors LP: ORUKA THERAPEUTICS INC (ORKA): Quarterly 13F Position History

As of Q2 2026, Paradigm Biocapital Advisors LP reported 2,144,526 shares of ORUKA THERAPEUTICS INC (ORKA), worth $204.1M and representing 3.8% of its 13F equity book. Quarter-over-quarter share count change: 175,790 (-7.6%) . The position first appeared in Q3 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 2,144,526 175,790 -7.6% $204.1M 3.8% $95.2
Q1 2026 2,320,316 +610,000 +35.7% $113.8M 2.3% $49.0
Q4 2025 1,710,316 +1,710,316 $51.8M 1.4% $30.3
Q3 2025 0 0 $0 0.0%
Q2 2025 0 0 $0 0.0%
Q1 2025 0 819,660 -100.0% $0 0.0%
Q4 2024 819,660 +100,000 +13.9% $15.9M 0.6% $19.4
Q3 2024 719,660 $17.6M 0.6% $24.5

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 rather than the manager's cost basis. See the full methodology document for the normalization rules.

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

Paradigm Biocapital Advisors LP first reported ORUKA THERAPEUTICS INC (ORKA) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.

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

Between Q1 2026 and Q2 2026, Paradigm Biocapital Advisors LP reduced its ORKA position by 175,790 shares (-7.6%), leaving 2,144,526 shares at a market value of $204.1M.

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

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.