Kingdon Capital Management’s Olema Pharmaceuticals OLMA Stock Holding History

Kingdon 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	$15M	Buy	1,200,000 +345,000	+40%	+$4.62M	1.54%	21
2026 Q1	$12.7M	Sell	855,000 -98,600	-10%	-$2.19M	1.4%	19
2025 Q4	$23.8M	Buy	953,600 +99,600	+12%	+$1.77M	2.83%	5
2025 Q3	$8.36M	Buy	+854,000	New	+$5.13M	1.04%	44
2024 Q1	–	Sell	-300,000	Closed	-$4.21M	–	99
2023 Q4	$4.21M	Buy	300,000 +90,000	+43%	+$1.21M	0.53%	60
2023 Q3	$2.59M	Buy	+210,000	New	+$2.14M	0.3%	62

Other funds holding OLMA

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

Jupiter Topco New York $245B AUM

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return

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

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

Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LGM

Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

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

Kingdon Capital Management increased its Olema Pharmaceuticals (OLMA) stake by 40% in Q2 2026, buying an estimated $4.62M and bringing the position to 1,200,000 shares worth $15M. The position accounts for 1.54% of the portfolio, ranked #21.

Kingdon Capital Management first reported a position in OLMA in Q3 2023 and has held it in 6 quarters since. The position peaked at $23.8M in Q4 2025. 185 funds tracked by Wall St. Rank hold OLMA as of Q2 2026.

Kingdon Capital Management held 1,200,000 shares of Olema Pharmaceuticals worth $15M as of Q2 2026.
Kingdon Capital Management bought 345,000 Olema Pharmaceuticals shares in Q2 2026, an estimated $4.62M.
Olema Pharmaceuticals made up 1.54% of Kingdon Capital Management's portfolio in Q2 2026, its #21 holding.
Kingdon Capital Management first reported a position in Olema Pharmaceuticals in Q3 2023 and has held it in 6 quarters since.
Kingdon Capital Management's Olema Pharmaceuticals position peaked at $23.8M in Q4 2025.
185 funds tracked by Wall St. Rank held Olema Pharmaceuticals as of Q2 2026.

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