O
DFTX

OrbiMed’s Definium Therapeutics DFTX Stock Holding History

OrbiMed’s Portfolio DFTX Stock Details DFTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.2M Sell
804,000
-422,700
-34% -$7.17M 0.3% 64
2025
Q4 		$16.4M Buy
1,226,700
+858,876
+234% +$10.6M 0.34% 66
2025
Q3 		$4.34M Buy
+367,824
New +$3.43M 0.1% 90

Other funds holding DFTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OrbiMed's DFTX Position: Q1 2026 in Review

OrbiMed reduced its Definium Therapeutics (DFTX) stake by 34% in Q1 2026, selling an estimated $7.17M and leaving 804,000 shares worth $15.2M. The position accounts for 0.3% of the portfolio, ranked #64.

OrbiMed first reported a position in DFTX in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.4M in Q4 2025. 247 funds tracked by Wall St. Rank hold DFTX as of Q1 2026.

  • OrbiMed held 804,000 shares of Definium Therapeutics worth $15.2M as of Q1 2026.
  • OrbiMed sold 422,700 Definium Therapeutics shares in Q1 2026, an estimated $7.17M.
  • Definium Therapeutics made up 0.3% of OrbiMed's portfolio in Q1 2026, its #64 holding.
  • OrbiMed first reported a position in Definium Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • OrbiMed's Definium Therapeutics position peaked at $16.4M in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Definium Therapeutics as of Q1 2026.

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