MPM BioImpact’s Palvella Therapeutics PVLA Stock Holding History

MPM BioImpact’s Portfolio PVLA Stock Details PVLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.2M	Sell	204,027 -2,377	-1%	-$289K	1.9%	20
2026 Q1	$25.7M	Buy	206,404 +659	+0.3%	+$68.7K	1.99%	20
2025 Q4	$21.5M	Buy	205,745 +138,322	+205%	+$11.8M	2.46%	17
2025 Q3	$4.23M	Buy	+67,423	New	+$3.01M	0.69%	33

Other funds holding PVLA

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

MPM BioImpact's PVLA Position: Q2 2026 in Review

MPM BioImpact reduced its Palvella Therapeutics (PVLA) stake by 1.2% in Q2 2026, selling an estimated $289K and leaving 204,027 shares worth $31.2M. The position accounts for 1.9% of the portfolio, ranked #20.

MPM BioImpact first reported a position in PVLA in Q3 2025 and has held it in 4 quarters since. 197 funds tracked by Wall St. Rank hold PVLA as of Q2 2026.

MPM BioImpact held 204,027 shares of Palvella Therapeutics worth $31.2M as of Q2 2026.
MPM BioImpact sold 2,377 Palvella Therapeutics shares in Q2 2026, an estimated $289K.
Palvella Therapeutics made up 1.9% of MPM BioImpact's portfolio in Q2 2026, its #20 holding.
MPM BioImpact first reported a position in Palvella Therapeutics in Q3 2025 and has held it in 4 quarters since.
197 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2026.

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