LGM
NUVL

Logos Global Management’s Nuvalent NUVL Stock Holding History

Logos Global Management’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
2025
Q2 		– Sell
-500,000
Closed -$35.5M – 58
2025
Q1 		$35.5M Buy
+500,000
New +$39.1M 6.3% 5
2024
Q4 		– Sell
-75,000
Closed -$7.67M – 64
2024
Q3 		$7.67M Sell
75,000
-120,000
-62% -$9.95M 0.83% 32
2024
Q2 		$14.8M Buy
+195,000
New +$13.9M 1.19% 24
2022
Q3 		– Sell
-33,887
Closed -$460K – 44
2022
Q2 		$460K Sell
33,887
-100,763
-75% -$1.07M 0.08% 31
2022
Q1 		$1.87M Hold
134,650
– – 0.24% 35
2021
Q4 		$2.56M Hold
134,650
– – 0.26% 53
2021
Q3 		$2.73M Buy
+134,650
New +$3.91M 0.2% 48

Other funds holding NUVL

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Logos Global Management's NUVL Position: Q2 2025 in Review

Logos Global Management sold out of Nuvalent (NUVL) in Q2 2025, closing a stake of 500,000 shares — an estimated $35.5M sold.

Logos Global Management first reported a position in NUVL in Q3 2021 and held it in 7 quarters. The position peaked at $35.5M in Q1 2025. 209 funds tracked by Wall St. Rank hold NUVL as of Q2 2025.

  • Logos Global Management reported no remaining Nuvalent position as of Q2 2025 after selling out during the quarter.
  • Logos Global Management sold 500,000 Nuvalent shares in Q2 2025, an estimated $35.5M.
  • Logos Global Management first reported a position in Nuvalent in Q3 2021 and held it in 7 quarters.
  • Logos Global Management's Nuvalent position peaked at $35.5M in Q1 2025.
  • 209 funds tracked by Wall St. Rank held Nuvalent as of Q2 2025.

Based on Logos Global Management's 13F filing for Q2 2025, filed 14 Aug 2025.