Baker Bros. Advisors’s DBV Technologies DBVT Stock Holding History

Baker Bros. Advisors’s Portfolio DBVT Stock Details DBVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.5M	Hold	1,461,425	–	–	0.18%	43
2025 Q4	$28M	Hold	1,461,425	–	–	0.16%	44
2025 Q3	$14.6M	Hold	1,461,425	–	–	0.11%	54
2025 Q2	$13.4M	Hold	1,461,425	–	–	0.13%	49
2025 Q1	$9.97M	Hold	1,461,425	–	–	0.11%	46
2024 Q4	$4.52M	Sell	1,461,425 -1	-0%	-$3	0.05%	71
2024 Q3	$5.11M	Hold	1,461,426	–	–	0.05%	67
2024 Q2	$5.85M	Hold	1,461,426	–	–	0.07%	59
2024 Q1	$10.9M	Hold	1,461,426	–	–	0.14%	47
2023 Q4	$13.9M	Hold	1,461,426	–	–	0.16%	42
2023 Q3	$19.9M	Hold	1,461,426	–	–	0.11%	36
2023 Q2	$27.8M	Hold	1,461,426	–	–	0.16%	36
2023 Q1	$24.7M	Hold	1,461,426	–	–	0.13%	35
2022 Q4	$22.4M	Hold	1,461,426	–	–	0.13%	38
2022 Q3	$25.9M	Hold	1,461,426	–	–	0.17%	39
2022 Q2	$37.3M	Hold	1,461,426	–	–	0.21%	31
2022 Q1	$23.2M	Hold	1,461,426	–	–	0.13%	47
2021 Q4	$23.4M	Hold	1,461,426	–	–	0.11%	55
2021 Q3	$71.6M	Hold	1,461,426	–	–	0.31%	26
2021 Q2	$79.8M	Hold	1,461,426	–	–	0.35%	27
2021 Q1	$77.9M	Hold	1,461,426	–	–	0.34%	26
2020 Q4	$38.3M	Hold	1,461,426	–	–	0.14%	42
2020 Q3	$25.3M	Hold	1,461,426	–	–	0.1%	46
2020 Q2	$64.2M	Hold	1,461,426	–	–	0.28%	29
2020 Q1	$57.3M	Hold	1,461,426	–	–	0.35%	25
2019 Q4	$156M	Buy	1,461,426 +910,470	+165%	+$72.8M	0.83%	13
2019 Q3	$47.4M	Hold	550,956	–	–	0.32%	24
2019 Q2	$45.3M	Hold	550,956	–	–	0.31%	31
2019 Q1	$42.5M	Hold	550,956	–	–	0.27%	32
2018 Q4	$35.4M	Hold	550,956	–	–	0.29%	29
2018 Q3	$124M	Hold	550,956	–	–	0.82%	13
2018 Q2	$106M	Hold	550,956	–	–	0.8%	13
2018 Q1	$127M	Hold	550,956	–	–	1.08%	12
2017 Q4	$136M	Hold	550,956	–	–	1.17%	8
2017 Q3	$234M	Hold	550,956	–	–	1.9%	8
2017 Q2	$197M	Hold	550,956	–	–	1.72%	7
2017 Q1	$194M	Hold	550,956	–	–	1.59%	7
2016 Q4	$194M	Hold	550,956	–	–	1.9%	9
2016 Q3	$200M	Hold	550,956	–	–	1.82%	10
2016 Q2	$180M	Hold	550,956	–	–	1.88%	10
2016 Q1	$179M	Buy	550,956 +4,754	+0.9%	+$1.33M	1.89%	11
2015 Q4	$198M	Hold	546,202	–	–	1.64%	12
2015 Q3	$194M	Buy	546,202 +360,000	+193%	+$142M	1.8%	12
2015 Q2	$55.5M	Buy	186,202 +34,279	+23%	+$8.86M	0.49%	25
2015 Q1	$35.5M	Hold	151,923	–	–	0.3%	30
2014 Q4	$41.2M	Buy	+151,923	New	+$39.1M	0.42%	28

Other funds holding DBVT

MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

PSC

Patient Square Capital Menlo Park, California $564M AUM 261.3% 1-Year Est. Return

OCA

Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Baker Bros. Advisors's DBVT Position: Q1 2026 in Review

Baker Bros. Advisors held its DBV Technologies (DBVT) position steady in Q1 2026 at 1,461,425 shares worth $30.5M. The position accounts for 0.18% of the portfolio, ranked #43.

Baker Bros. Advisors first reported a position in DBVT in Q4 2014 and has held it in 46 quarters since. The position peaked at $234M in Q3 2017. 71 funds tracked by Wall St. Rank hold DBVT as of Q1 2026.

Baker Bros. Advisors held 1,461,425 shares of DBV Technologies worth $30.5M as of Q1 2026.
Baker Bros. Advisors left its DBV Technologies share count unchanged in Q1 2026.
DBV Technologies made up 0.18% of Baker Bros. Advisors's portfolio in Q1 2026, its #43 holding.
Baker Bros. Advisors first reported a position in DBV Technologies in Q4 2014 and has held it in 46 quarters since.
Baker Bros. Advisors's DBV Technologies position peaked at $234M in Q3 2017.
71 funds tracked by Wall St. Rank held DBV Technologies as of Q1 2026.

Based on Baker Bros. Advisors's 13F filing for Q1 2026, filed 15 May 2026.