13F Portfolios

Paradigm Biocapital Advisors LP — VAXCYTE INC PCVX: Quarterly 13F Position History

Paradigm Biocapital Advisors LP has reported VAXCYTE INC (PCVX) on 9 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2024. As of Q1 2026, the position is sized at 4,793,020 shares ($278.5M market value, 5.69% of the equity book). Quarter-over-quarter share count change: + 725,000 (+17.8%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 4,793,020 +725,000 +17.8% $278.5M 5.69% $58.11
Q4 2025 4,068,020 +283,265 +7.5% $187.7M 5.03% $46.14
Q3 2025 3,784,755 +411,918 +12.2% $136.3M 4.03% $36.02
Q2 2025 3,372,837 +1,676,356 +98.8% $109.7M 4.68% $32.51
Q1 2025 1,696,481 +273,694 +19.2% $64.1M 2.95% $37.76
Q4 2024 1,422,787 +795,055 +126.7% $116.5M 4.05% $81.86
Q3 2024 627,732 +530 +0.1% $71.7M 2.51% $114.27
Q2 2024 627,202 612,793 -49.4% $47.4M 1.81% $75.51
Q1 2024 1,239,995 $84.7M 2.98% $68.31

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 PCVX position in 13F-HR filings?

Paradigm Biocapital Advisors LP first reported VAXCYTE INC (PCVX) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.

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

Between Q4 2025 and Q1 2026, Paradigm Biocapital Advisors LP added 725,000 shares of PCVX (+17.8%), bringing the total reported position to 4,793,020 shares at a market value of $278.5M.

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

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.