MPM BioImpact’s DBV Technologies S.A. American Depositary Shares 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	$9.6M	Buy	+1,054,504	New	+$9.33M	1.67%	27

Other funds holding DBVT

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

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

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

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

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