Adage Capital Partners’s Nuvalent NUVL Stock Holding History

Adage Capital Partners’s Portfolio NUVL Stock Details NUVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.3M	Sell	100,000 -648,896	-87%	-$69.8M	0.02%	670
2026 Q1	$76.7M	Buy	748,896 +105,896	+16%	+$10.8M	0.12%	172
2025 Q4	$64.7M	Buy	643,000 +68,500	+12%	+$6.75M	0.1%	202
2025 Q3	$49.7M	Sell	574,500 -3,000	-0.5%	-$237K	0.08%	241
2025 Q2	$44.1M	Buy	577,500 +180,500	+45%	+$13.2M	0.07%	261
2025 Q1	$28.2M	Sell	397,000 -283,000	-42%	-$22.1M	0.05%	340
2024 Q4	$53.2M	Buy	680,000 +400,000	+143%	+$37.4M	0.09%	208
2024 Q3	$28.6M	Buy	+280,000	New	+$23.2M	0.05%	360

Other funds holding NUVL

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Adage Capital Partners's NUVL Position: Q2 2026 in Review

Adage Capital Partners reduced its Nuvalent (NUVL) stake by 87% in Q2 2026, selling an estimated $69.8M and leaving 100,000 shares worth $12.3M. The position accounts for 0.02% of the portfolio, ranked #670.

Adage Capital Partners first reported a position in NUVL in Q3 2024 and has held it in 8 quarters since. The position peaked at $76.7M in Q1 2026. 293 funds tracked by Wall St. Rank hold NUVL as of Q2 2026.

Adage Capital Partners held 100,000 shares of Nuvalent worth $12.3M as of Q2 2026.
Adage Capital Partners sold 648,896 Nuvalent shares in Q2 2026, an estimated $69.8M.
Nuvalent made up 0.02% of Adage Capital Partners's portfolio in Q2 2026, its #670 holding.
Adage Capital Partners first reported a position in Nuvalent in Q3 2024 and has held it in 8 quarters since.
Adage Capital Partners's Nuvalent position peaked at $76.7M in Q1 2026.
293 funds tracked by Wall St. Rank held Nuvalent as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.