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
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

VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
PSC
Patient Square Capital Menlo Park, California $564M AUM 261.3% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

MPM BioImpact's DBVT Position: Q1 2026 in Review

MPM BioImpact increased its DBV Technologies (DBVT) stake by 423% in Q1 2026, buying an estimated $88.1M and bringing the position to 5,213,361 shares worth $109M. The position accounts for 8.41% of the portfolio, ranked #1.

MPM BioImpact first reported a position in DBVT in Q2 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold DBVT as of Q1 2026.

  • MPM BioImpact held 5,213,361 shares of DBV Technologies worth $109M as of Q1 2026.
  • MPM BioImpact bought 4,216,536 DBV Technologies shares in Q1 2026, an estimated $88.1M.
  • DBV Technologies made up 8.41% of MPM BioImpact's portfolio in Q1 2026, its #1 holding.
  • MPM BioImpact first reported a position in DBV Technologies in Q2 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held DBV Technologies as of Q1 2026.

Based on MPM BioImpact's 13F filing for Q1 2026, filed 15 May 2026.