Farallon Capital Management’s Nuvalent NUVL Stock Holding History

Farallon Capital Management’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	–	Sell	-3,000	Closed	-$307K	–	154
2026 Q1	$307K	Hold	3,000	–	–	﹤0.01%	119
2025 Q4	$302K	Hold	3,000	–	–	﹤0.01%	110
2025 Q3	$259K	Sell	3,000 -147,000	-98%	-$11.6M	﹤0.01%	111
2025 Q2	$11.4M	Hold	150,000	–	–	0.05%	80
2025 Q1	$10.6M	Hold	150,000	–	–	0.05%	73
2024 Q4	$11.7M	Hold	150,000	–	–	0.05%	82
2024 Q3	$15.3M	Buy	+150,000	New	+$12.4M	0.07%	84

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

Farallon Capital Management's NUVL Position: Q2 2026 in Review

Farallon Capital Management sold out of Nuvalent (NUVL) in Q2 2026, closing a stake of 3,000 shares — an estimated $307K sold.

Farallon Capital Management first reported a position in NUVL in Q3 2024 and held it in 7 quarters. The position peaked at $15.3M in Q3 2024. 293 funds tracked by Wall St. Rank hold NUVL as of Q2 2026.

Farallon Capital Management reported no remaining Nuvalent position as of Q2 2026 after selling out during the quarter.
Farallon Capital Management sold 3,000 Nuvalent shares in Q2 2026, an estimated $307K.
Farallon Capital Management first reported a position in Nuvalent in Q3 2024 and held it in 7 quarters.
Farallon Capital Management's Nuvalent position peaked at $15.3M in Q3 2024.
293 funds tracked by Wall St. Rank held Nuvalent as of Q2 2026.

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