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OrbiMed’s ADC Therapeutics ADCT Stock Holding History

OrbiMed’s Portfolio ADCT Stock Details ADCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.94M Sell
1,318,026
-4,504,828
-77% -$17.8M 0.1% 95
2025
Q4 		$20.6M Sell
5,822,854
-84,497
-1% -$343K 0.42% 59
2025
Q3 		$23.6M Hold
5,907,351
– – 0.56% 50
2025
Q2 		$15.8M Sell
5,907,351
-61,100
-1% -$129K 0.4% 46
2025
Q1 		$8.42M Hold
5,968,451
– – 0.2% 66
2024
Q4 		$11.9M Buy
5,968,451
+1,434,650
+32% +$3.75M 0.24% 69
2024
Q3 		$14.3M Buy
4,533,801
+216,977
+5% +$684K 0.26% 73
2024
Q2 		$13.6M Buy
+4,316,824
New +$17.2M 0.27% 66

Other funds holding ADCT

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OrbiMed's ADCT Position: Q1 2026 in Review

OrbiMed reduced its ADC Therapeutics (ADCT) stake by 77% in Q1 2026, selling an estimated $17.8M and leaving 1,318,026 shares worth $4.94M. The position accounts for 0.1% of the portfolio, ranked #95.

OrbiMed first reported a position in ADCT in Q2 2024 and has held it in 8 quarters since. The position peaked at $23.6M in Q3 2025. 118 funds tracked by Wall St. Rank hold ADCT as of Q1 2026.

  • OrbiMed held 1,318,026 shares of ADC Therapeutics worth $4.94M as of Q1 2026.
  • OrbiMed sold 4,504,828 ADC Therapeutics shares in Q1 2026, an estimated $17.8M.
  • ADC Therapeutics made up 0.1% of OrbiMed's portfolio in Q1 2026, its #95 holding.
  • OrbiMed first reported a position in ADC Therapeutics in Q2 2024 and has held it in 8 quarters since.
  • OrbiMed's ADC Therapeutics position peaked at $23.6M in Q3 2025.
  • 118 funds tracked by Wall St. Rank held ADC Therapeutics as of Q1 2026.

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