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
Q2 		$17.2M Sell
365,400
-438,600
-55% -$10.8M 0.32% 70
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 $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

OrbiMed's DFTX Position: Q2 2026 in Review

OrbiMed reduced its Definium Therapeutics (DFTX) stake by 55% in Q2 2026, selling an estimated $10.8M and leaving 365,400 shares worth $17.2M. The position accounts for 0.32% of the portfolio, ranked #70.

OrbiMed first reported a position in DFTX in Q3 2025 and has held it in 4 quarters since. 362 funds tracked by Wall St. Rank hold DFTX as of Q2 2026.

  • OrbiMed held 365,400 shares of Definium Therapeutics worth $17.2M as of Q2 2026.
  • OrbiMed sold 438,600 Definium Therapeutics shares in Q2 2026, an estimated $10.8M.
  • Definium Therapeutics made up 0.32% of OrbiMed's portfolio in Q2 2026, its #70 holding.
  • OrbiMed first reported a position in Definium Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • 362 funds tracked by Wall St. Rank held Definium Therapeutics as of Q2 2026.

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