MB
DBVT

MPM BioImpact’s DBV Technologies DBVT Stock Holding History

MPM BioImpact’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 		$60.1M Sell
3,666,284
-1,547,077
-30% -$29.2M 3.67% 8
2026
Q1 		$109M Buy
5,213,361
+4,216,536
+423% +$88.1M 8.41% 1
2025
Q4 		$19.1M Sell
996,825
-57,679
-5% -$901K 2.19% 20
2025
Q3 		$10.5M Hold
1,054,504
– – 1.73% 27
2025
Q2 		$9.65M Buy
+1,054,504
New +$9.33M 1.67% 27

Other funds holding DBVT

SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
PA
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
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 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

MPM BioImpact's DBVT Position: Q2 2026 in Review

MPM BioImpact reduced its DBV Technologies (DBVT) stake by 30% in Q2 2026, selling an estimated $29.2M and leaving 3,666,284 shares worth $60.1M. The position accounts for 3.67% of the portfolio, ranked #8.

MPM BioImpact first reported a position in DBVT in Q2 2025 and has held it in 5 quarters since. The position peaked at $109M in Q1 2026. 78 funds tracked by Wall St. Rank hold DBVT as of Q2 2026.

  • MPM BioImpact held 3,666,284 shares of DBV Technologies worth $60.1M as of Q2 2026.
  • MPM BioImpact sold 1,547,077 DBV Technologies shares in Q2 2026, an estimated $29.2M.
  • DBV Technologies made up 3.67% of MPM BioImpact's portfolio in Q2 2026, its #8 holding.
  • MPM BioImpact first reported a position in DBV Technologies in Q2 2025 and has held it in 5 quarters since.
  • MPM BioImpact's DBV Technologies position peaked at $109M in Q1 2026.
  • 78 funds tracked by Wall St. Rank held DBV Technologies as of Q2 2026.

Based on MPM BioImpact's 13F filing for Q2 2026, filed 14 Aug 2026.