OrbiMed’s ALX Oncology ALXO Stock Holding History

OrbiMed’s Portfolio ALXO Stock Details ALXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.93M	Hold	2,866,256	–	–	0.11%	97
2026 Q1	$5.75M	Buy	+2,866,256	New	+$5.46M	0.11%	91
2024 Q3	–	Sell	-1,894,462	Closed	-$11.4M	–	119
2024 Q2	$11.4M	Sell	1,894,462 -823,508	-30%	-$10.1M	0.23%	71
2024 Q1	$30.3M	Sell	2,717,970 -377,030	-12%	-$5.3M	0.56%	50
2023 Q4	$46.1M	Buy	3,095,000 +224,000	+8%	+$2.13M	0.92%	41
2023 Q3	$13.8M	Hold	2,871,000	–	–	0.29%	72
2023 Q2	$21.6M	Hold	2,871,000	–	–	0.39%	68
2023 Q1	$13M	Hold	2,871,000	–	–	0.25%	80
2022 Q4	$32.4M	Hold	2,871,000	–	–	0.62%	54
2022 Q3	$27.5M	Buy	2,871,000 +684,731	+31%	+$7.98M	0.51%	61
2022 Q2	$17.7M	Buy	2,186,269 +1,564,569	+252%	+$17M	0.32%	68
2022 Q1	$10.5M	Buy	621,700 +414,100	+199%	+$7.07M	0.17%	99
2021 Q4	$4.46M	Buy	207,600 +57,600	+38%	+$2.48M	0.06%	138
2021 Q3	$11.1M	Hold	150,000	–	–	0.12%	123
2021 Q2	$8.2M	Hold	150,000	–	–	0.08%	134
2021 Q1	$11.1M	Hold	150,000	–	–	0.1%	119
2020 Q4	$12.9M	Buy	+150,000	New	+$9.02M	0.11%	117

Other funds holding ALXO

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

venBio Partners San Francisco, California $519M AUM 339.42% 1-Year Est. Return

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

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

SCM

Silverarc Capital Management Boston, Massachusetts $962M AUM 524.64% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return

OrbiMed's ALXO Position: Q2 2026 in Review

OrbiMed held its ALX Oncology (ALXO) position steady in Q2 2026 at 2,866,256 shares worth $5.93M. The position accounts for 0.11% of the portfolio, ranked #97.

OrbiMed first reported a position in ALXO in Q4 2020 and has held it in 17 quarters since. The position peaked at $46.1M in Q4 2023. 93 funds tracked by Wall St. Rank hold ALXO as of Q2 2026.

OrbiMed held 2,866,256 shares of ALX Oncology worth $5.93M as of Q2 2026.
OrbiMed left its ALX Oncology share count unchanged in Q2 2026.
ALX Oncology made up 0.11% of OrbiMed's portfolio in Q2 2026, its #97 holding.
OrbiMed first reported a position in ALX Oncology in Q4 2020 and has held it in 17 quarters since.
OrbiMed's ALX Oncology position peaked at $46.1M in Q4 2023.
93 funds tracked by Wall St. Rank held ALX Oncology as of Q2 2026.

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