OrbiMed’s Dyne Therapeutics DYN Stock Holding History

OrbiMed’s Portfolio DYN Stock Details DYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$52.9M	Buy	2,917,884 +715,700	+32%	+$12.3M	1.05%	29
2025 Q4	$43.1M	Sell	2,202,184 -112,000	-5%	-$2.12M	0.88%	36
2025 Q3	$29.3M	Buy	2,314,184 +1,282,784	+124%	+$14.6M	0.69%	43
2025 Q2	$9.82M	Buy	1,031,400 +16,789	+2%	+$185K	0.25%	59
2025 Q1	$10.6M	Sell	1,014,611 -212,469	-17%	-$3.04M	0.25%	60
2024 Q4	$28.9M	Buy	1,227,080 +518,680	+73%	+$15.3M	0.59%	45
2024 Q3	$25.4M	Hold	708,400	–	–	0.46%	55
2024 Q2	$25M	Hold	708,400	–	–	0.49%	51
2024 Q1	$20.1M	Buy	+708,400	New	+$16M	0.37%	64
2022 Q4	–	Sell	-220,400	Closed	-$2.8K	–	120
2022 Q3	$2.8K	Buy	+220,400	New	+$2.53M	0.05%	117
2021 Q3	–	Sell	-350,000	Closed	-$7.36M	–	180
2021 Q2	$7.36M	Hold	350,000	–	–	0.07%	139
2021 Q1	$5.44M	Hold	350,000	–	–	0.05%	141
2020 Q4	$7.35M	Hold	350,000	–	–	0.06%	133
2020 Q3	$7.07M	Buy	+350,000	New	+$7.68M	0.09%	120

Other funds holding DYN

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AVLSA

Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

FIS

FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return

OrbiMed's DYN Position: Q1 2026 in Review

OrbiMed increased its Dyne Therapeutics (DYN) stake by 32% in Q1 2026, buying an estimated $12.3M and bringing the position to 2,917,884 shares worth $52.9M. The position accounts for 1.05% of the portfolio, ranked #29.

OrbiMed first reported a position in DYN in Q3 2020 and has held it in 14 quarters since. 227 funds tracked by Wall St. Rank hold DYN as of Q1 2026.

OrbiMed held 2,917,884 shares of Dyne Therapeutics worth $52.9M as of Q1 2026.
OrbiMed bought 715,700 Dyne Therapeutics shares in Q1 2026, an estimated $12.3M.
Dyne Therapeutics made up 1.05% of OrbiMed's portfolio in Q1 2026, its #29 holding.
OrbiMed first reported a position in Dyne Therapeutics in Q3 2020 and has held it in 14 quarters since.
227 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q1 2026.

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