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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

Kingdon Capital Management's OLMA Position: Q1 2026 in Review

Kingdon Capital Management reduced its Olema Pharmaceuticals (OLMA) stake by 10% in Q1 2026, selling an estimated $2.19M and leaving 855,000 shares worth $12.7M. The position accounts for 1.4% of the portfolio, ranked #19.

Kingdon Capital Management first reported a position in OLMA in Q3 2023 and has held it in 5 quarters since. The position peaked at $23.8M in Q4 2025. 195 funds tracked by Wall St. Rank hold OLMA as of Q1 2026.

  • Kingdon Capital Management held 855,000 shares of Olema Pharmaceuticals worth $12.7M as of Q1 2026.
  • Kingdon Capital Management sold 98,600 Olema Pharmaceuticals shares in Q1 2026, an estimated $2.19M.
  • Olema Pharmaceuticals made up 1.4% of Kingdon Capital Management's portfolio in Q1 2026, its #19 holding.
  • Kingdon Capital Management first reported a position in Olema Pharmaceuticals in Q3 2023 and has held it in 5 quarters since.
  • Kingdon Capital Management's Olema Pharmaceuticals position peaked at $23.8M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Olema Pharmaceuticals as of Q1 2026.

Based on Kingdon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.