Logos Global Management’s DBV Technologies DBVT Stock Holding History

Logos Global Management’s Portfolio DBVT Stock Details DBVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15M	Buy	+915,000	New	+$17.3M	0.65%	42
2026 Q1	–	Sell	-25,000	Closed	-$479K	–	71
2025 Q4	$479K	Buy	+25,000	New	+$391K	0.03%	68
2023 Q3	–	Sell	-120,000	Closed	-$2.28M	–	64
2023 Q2	$2.28M	Buy	+120,000	New	+$2.17M	0.31%	45

Other funds holding DBVT

MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return

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

Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PSC

Patient Square Capital Menlo Park, California $646M AUM 291.07% 1-Year Est. Return

OCA

Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return

Logos Global Management's DBVT Position: Q2 2026 in Review

Logos Global Management opened a new position in DBV Technologies (DBVT) in Q2 2026: 915,000 shares worth $15M. The stake represents 0.65% of the portfolio and ranks #42 among its holdings. This is a return to the name: Logos Global Management previously reported a position in DBVT as recently as Q4 2025.

Logos Global Management first reported a position in DBVT in Q2 2023 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold DBVT as of Q2 2026.

Logos Global Management held 915,000 shares of DBV Technologies worth $15M as of Q2 2026.
DBV Technologies was a new Logos Global Management position in Q2 2026.
DBV Technologies made up 0.65% of Logos Global Management's portfolio in Q2 2026, its #42 holding.
Logos Global Management first reported a position in DBV Technologies in Q2 2023 and has held it in 3 quarters since.
78 funds tracked by Wall St. Rank held DBV Technologies as of Q2 2026.

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