Jeff Yass’s 4D Molecular Therapeutics FDMT Stock Holding History

Jeff Yass’s Portfolio FDMT Stock Details FDMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-35,400	Closed	-$330K	–	13707
2026 Q1	$330K	Buy	35,400 +18,500	+109%	+$161K	﹤0.01%	10668
2025 Q4	$127K	Buy	+16,900	New	+$171K	﹤0.01%	11309
2024 Q4	–	Sell	-16,500	Closed	-$178K	–	12494
2024 Q3	$178K	Sell	16,500 -26,400	-62%	-$438K	﹤0.01%	10575
2024 Q2	$900K	Buy	42,900 +21,100	+97%	+$529K	﹤0.01%	6837
2024 Q1	$695K	Sell	21,800 -90,400	-81%	-$2.31M	﹤0.01%	7716
2023 Q4	$2.27M	Buy	112,200 +95,500	+572%	+$1.26M	﹤0.01%	5098
2023 Q3	$213K	Sell	16,700 -400	-2%	-$6.69K	﹤0.01%	10100
2023 Q2	$309K	Sell	17,100 -72,500	-81%	-$1.33M	﹤0.01%	9375
2023 Q1	$1.54M	Buy	89,600 +55,200	+160%	+$1.07M	﹤0.01%	5746
2022 Q4	$764K	Buy	+34,400	New	+$531K	﹤0.01%	6773
2022 Q1	–	Sell	-12,100	Closed	-$265K	–	13261
2021 Q4	$265K	Buy	+12,100	New	+$297K	﹤0.01%	10779

Other funds holding FDMT

Jupiter Topco New York $245B AUM

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NHAS

Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return

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

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

TECP

Trails Edge Capital Partners Atlanta, Georgia $630M AUM

Jeff Yass's FDMT Position: Q2 2026 in Review

Jeff Yass reduced its 4D Molecular Therapeutics (FDMT) stake by 90% in Q2 2026, selling an estimated $1.09M and leaving 12,161 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #12145.

Jeff Yass first reported a position in FDMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q1 2023. 157 funds tracked by Wall St. Rank hold FDMT as of Q2 2026.

Jeff Yass held 12,161 shares of 4D Molecular Therapeutics worth $162K as of Q2 2026.
Jeff Yass sold 112,067 4D Molecular Therapeutics shares in Q2 2026, an estimated $1.09M.
4D Molecular Therapeutics made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12145 holding.
Jeff Yass first reported a position in 4D Molecular Therapeutics in Q4 2021 and has held it in 19 quarters since.
Jeff Yass's 4D Molecular Therapeutics position peaked at $1.35M in Q1 2023.
157 funds tracked by Wall St. Rank held 4D Molecular Therapeutics as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.