DCM
EVMN

Defilade Capital Management’s Evommune Inc EVMN Stock Holding History

Defilade Capital Management’s Portfolio EVMN Stock Details EVMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.5M Buy
793,145
+114,556
+17% +$2.66M 1.41% 30
2026
Q1 		$15.6M Buy
678,589
+463,171
+215% +$10.5M 2.19% 21
2025
Q4 		$3.69M Buy
+215,418
New +$4.05M 0.5% 33

Other funds holding EVMN

EFM
EQT Fund Management Luxembourg $863M AUM 26.03% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PBPIA
Pivotal bioVenture Partners Investment Advisor San Francisco, California $308M AUM 120.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
NFGH
Nan Fung Group Holdings Kai Tak, Hong Kong $131M AUM 86.64% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
AP
Andera Partners Paris $206M AUM
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

Defilade Capital Management's EVMN Position: Q2 2026 in Review

Defilade Capital Management increased its Evommune Inc (EVMN) stake by 17% in Q2 2026, buying an estimated $2.66M and bringing the position to 793,145 shares worth $10.5M. The position accounts for 1.41% of the portfolio, ranked #30.

Defilade Capital Management first reported a position in EVMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.6M in Q1 2026. 105 funds tracked by Wall St. Rank hold EVMN as of Q2 2026.

  • Defilade Capital Management held 793,145 shares of Evommune Inc worth $10.5M as of Q2 2026.
  • Defilade Capital Management bought 114,556 Evommune Inc shares in Q2 2026, an estimated $2.66M.
  • Evommune Inc made up 1.41% of Defilade Capital Management's portfolio in Q2 2026, its #30 holding.
  • Defilade Capital Management first reported a position in Evommune Inc in Q4 2025 and has held it in 3 quarters since.
  • Defilade Capital Management's Evommune Inc position peaked at $15.6M in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Evommune Inc as of Q2 2026.

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