Paradigm Biocapital Advisors LP IRON — DISC MEDICINE INC

Ownership history in Paradigm Biocapital Advisors LP  ·  9 quarters on record

AI Ownership Summary

Paradigm Biocapital Advisors LP reported DISC MEDICINE INC (IRON) in 9 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 5.24% in 2024 Q1. The latest visible filing shows IRON at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IRON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Paradigm Biocapital Advisors LP's position in DISC MEDICINE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IRON was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.24% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IRON stock page Paradigm Biocapital Advisors LP fund profile Paradigm Biocapital Advisors LP full holdings
How Paradigm Biocapital Advisors LP held IRON — position size vs. price
% of Fund (quarterly)    IRON price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 79.5% +18.5% ❌ 247,716 -963,255 -79.5% 0.47% $16.4M 2025-11-14 $89.95
2025 Q2 UNCHANGED — — — 1,210,971 — 0% 2.74% $64.1M 2025-08-14 $60.72
2025 Q1 REDUCED 19.1% +6.7% ❌ 1,210,971 -286,749 -19.1% 2.75% $60.1M 2025-05-15 $47.09
2024 Q4 UNCHANGED — — — 1,497,720 — 0% 3.30% $95.0M 2025-02-14 $54.10
2024 Q3 REDUCED 44.6% +25.4% ❌ 1,497,720 -1,206,998 -44.6% 2.49% $73.6M 2024-11-14 $60.67
2024 Q2 ADDED — — — 2,704,718 +314,816 +13.2% 4.67% $121.9M 2024-08-14 $45.31
2024 Q1 ADDED — — — 2,389,902 +4,045 +0.2% 5.24% $148.8M 2024-05-15 $31.86
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IRON

As of 2026 Q1 — sorted by position size

Atlas Venture Life Science Advisors, LLC 3Y 12.25% Foresite Capital Management V, LLC 3Y 8.83% Checkpoint Capital L.P. 6.58% Saturn V Capital Management LP 3Y 5.21% Palo Alto Investors LP 3Y 7Y 3.93% Opaleye Management Inc. 3Y 7Y 3.55% Lion Point Capital, LP 3Y 7Y 3.1% KVP Capital Advisors, LP 2.78% BVF INC/IL 3Y 7Y 2.59% TCG Crossover Management, LLC 3Y 2.45%

FAQ About Paradigm Biocapital Advisors LP and IRON

These are the practical questions this page is built to answer before you even open the full history table.

How long has Paradigm Biocapital Advisors LP reported owning IRON?

Paradigm Biocapital Advisors LP reported IRON across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported IRON position in Paradigm Biocapital Advisors LP's portfolio?

The largest reported portfolio weight for IRON was 5.24% in 2024 Q1.

What is the latest reported IRON position on this page?

The most recent filing on this page is 2025 Q3, when Paradigm Biocapital Advisors LP reported 247,716 shares, equal to 0.47% of portfolio, with an estimated market value of $16.4M.

What does the chart on this IRON ownership page compare?

The chart compares Paradigm Biocapital Advisors LP's quarterly IRON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Paradigm Biocapital Advisors LP time their IRON position?

Based on 13F filing dates vs. subsequent IRON price moves, Paradigm Biocapital Advisors LP correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on IRON relative to SPY over the holding period was +6.5%.

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