JY
NUVL

Jeff Yass’s Nuvalent NUVL Stock Holding History

Jeff Yass’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 		$10.6M Buy
85,717
+58,064
+210% +$6.25M ﹤0.01% 3316
2026
Q1 		$2.83M Buy
27,653
+14,354
+108% +$1.46M ﹤0.01% 5383
2025
Q4 		$1.34M Sell
13,299
-5,089
-28% -$502K ﹤0.01% 6515
2025
Q3 		$1.59M Sell
18,388
-54,304
-75% -$4.29M ﹤0.01% 6273
2025
Q2 		$5.55M Buy
72,692
+23,736
+48% +$1.74M ﹤0.01% 3792
2025
Q1 		$3.47M Buy
48,956
+28,783
+143% +$2.25M ﹤0.01% 4358
2024
Q4 		$1.58M Buy
20,173
+6,583
+48% +$615K ﹤0.01% 5831
2024
Q3 		$1.39M Buy
13,590
+7,139
+111% +$592K ﹤0.01% 6077
2024
Q2 		$489K Sell
6,451
-7,402
-53% -$527K ﹤0.01% 8323
2024
Q1 		$1.04M Buy
13,853
+2,583
+23% +$206K ﹤0.01% 6809
2023
Q4 		$829K Sell
11,270
-20,033
-64% -$1.24M ﹤0.01% 7443
2023
Q3 		$1.44M Buy
31,303
+22,184
+243% +$985K ﹤0.01% 5822
2023
Q2 		$385K Sell
9,119
-19,230
-68% -$727K ﹤0.01% 8923
2023
Q1 		$740K Buy
+28,349
New +$838K ﹤0.01% 7591
2022
Q2 		– Sell
-10,488
Closed -$146K – 13608
2022
Q1 		$146K Buy
+10,488
New +$152K ﹤0.01% 11583

Other funds holding NUVL

DM
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

Jeff Yass's NUVL Position: Q2 2026 in Review

Jeff Yass increased its Nuvalent (NUVL) stake by 210% in Q2 2026, buying an estimated $6.25M and bringing the position to 85,717 shares worth $10.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3316.

Jeff Yass first reported a position in NUVL in Q1 2022 and has held it in 15 quarters since. 288 funds tracked by Wall St. Rank hold NUVL as of Q2 2026.

  • Jeff Yass held 85,717 shares of Nuvalent worth $10.6M as of Q2 2026.
  • Jeff Yass bought 58,064 Nuvalent shares in Q2 2026, an estimated $6.25M.
  • Nuvalent made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3316 holding.
  • Jeff Yass first reported a position in Nuvalent in Q1 2022 and has held it in 15 quarters since.
  • 288 funds tracked by Wall St. Rank held Nuvalent as of Q2 2026.

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