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Defilade Capital Management’s Olema Pharmaceuticals OLMA Stock Holding History

Defilade Capital Management’s Portfolio OLMA Stock Details OLMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.6M Sell
924,758
-579,778
-39% -$7.77M 1.55% 25
2026
Q1 		$22.4M Buy
1,504,536
+269,902
+22% +$6.01M 3.15% 14
2025
Q4 		$30.9M Buy
+1,234,634
New +$22M 4.18% 8

Other funds holding OLMA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

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

Defilade Capital Management reduced its Olema Pharmaceuticals (OLMA) stake by 39% in Q2 2026, selling an estimated $7.77M and leaving 924,758 shares worth $11.6M. The position accounts for 1.55% of the portfolio, ranked #25.

Defilade Capital Management first reported a position in OLMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.9M in Q4 2025. 184 funds tracked by Wall St. Rank hold OLMA as of Q2 2026.

  • Defilade Capital Management held 924,758 shares of Olema Pharmaceuticals worth $11.6M as of Q2 2026.
  • Defilade Capital Management sold 579,778 Olema Pharmaceuticals shares in Q2 2026, an estimated $7.77M.
  • Olema Pharmaceuticals made up 1.55% of Defilade Capital Management's portfolio in Q2 2026, its #25 holding.
  • Defilade Capital Management first reported a position in Olema Pharmaceuticals in Q4 2025 and has held it in 3 quarters since.
  • Defilade Capital Management's Olema Pharmaceuticals position peaked at $30.9M in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Olema Pharmaceuticals as of Q2 2026.

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