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 		$21.4M Buy
173,100
+169,400
+4,578% +$18.2M ﹤0.01% 2399
2026
Q1 		$379K Sell
3,700
-13,200
-78% -$1.35M ﹤0.01% 10344
2025
Q4 		$1.7M Buy
16,900
+10,600
+168% +$1.05M ﹤0.01% 5981
2025
Q3 		$545K Sell
6,300
-19,500
-76% -$1.54M ﹤0.01% 8751
2025
Q2 		$1.97M Sell
25,800
-40,400
-61% -$2.96M ﹤0.01% 5818
2025
Q1 		$4.69M Sell
66,200
-147,900
-69% -$11.6M ﹤0.01% 3773
2024
Q4 		$16.8M Buy
214,100
+65,600
+44% +$6.13M ﹤0.01% 2024
2024
Q3 		$15.2M Sell
148,500
-222,700
-60% -$18.5M ﹤0.01% 2111
2024
Q2 		$28.2M Sell
371,200
-186,600
-33% -$13.3M 0.01% 1415
2024
Q1 		$41.9M Buy
557,800
+283,800
+104% +$22.6M 0.01% 1156
2023
Q4 		$20.2M Buy
274,000
+229,000
+509% +$14.2M ﹤0.01% 1813
2023
Q3 		$2.07M Buy
+45,000
New +$2M ﹤0.01% 5051
2023
Q2 		– Sell
-221,400
Closed -$5.78M – 12807
2023
Q1 		$5.78M Buy
221,400
+72,400
+49% +$2.14M ﹤0.01% 3241
2022
Q4 		$4.44M Buy
+149,000
New +$4.16M ﹤0.01% 3414

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.