OrbiMed’s Enliven Therapeutics ELVN Stock Holding History

OrbiMed’s Portfolio ELVN Stock Details ELVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$344M	Sell	6,776,632 -1,182,906	-15%	-$50.2M	6.37%	2
2026 Q1	$312M	Hold	7,959,538	–	–	6.18%	2
2025 Q4	$123M	Hold	7,959,538	–	–	2.5%	11
2025 Q3	$163M	Hold	7,959,538	–	–	3.83%	5
2025 Q2	$160M	Hold	7,959,538	–	–	3.99%	5
2025 Q1	$157M	Hold	7,959,538	–	–	3.73%	5
2024 Q4	$179M	Hold	7,959,538	–	–	3.68%	6
2024 Q3	$203M	Hold	7,959,538	–	–	3.69%	6
2024 Q2	$186M	Sell	7,959,538 -1,038,800	-12%	-$21.9M	3.67%	7
2024 Q1	$158M	Hold	8,998,338	–	–	2.9%	9
2023 Q4	$125M	Hold	8,998,338	–	–	2.49%	9
2023 Q3	$123M	Hold	8,998,338	–	–	2.61%	7
2023 Q2	$184M	Buy	8,998,338 +2,125	+0%	+$42.9K	3.33%	3
2023 Q1	$197M	Buy	8,996,213 +7,899,571	+720%	+$161M	3.87%	2
2022 Q4	$17.9M	Hold	1,096,642	–	–	0.34%	67
2022 Q3	$10M	Hold	1,096,642	–	–	0.19%	85
2022 Q2	$5.35M	Hold	1,096,642	–	–	0.1%	110
2022 Q1	$8.25M	Hold	1,096,642	–	–	0.13%	105
2021 Q4	$9.87M	Hold	1,096,642	–	–	0.13%	117
2021 Q3	$17.9M	Buy	1,096,642 +416,666	+61%	+$8.66M	0.2%	103
2021 Q2	$21.5M	Hold	679,976	–	–	0.22%	96
2021 Q1	$23M	Hold	679,976	–	–	0.21%	91
2020 Q4	$60M	Hold	679,976	–	–	0.52%	53
2020 Q3	$55.3M	Hold	679,976	–	–	0.7%	42
2020 Q2	$75.2M	Hold	679,976	–	–	1.06%	30
2020 Q1	$43.6M	Buy	+679,976	New	+$43.3M	0.73%	43

Other funds holding ELVN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

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

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FFM

Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

OrbiMed's ELVN Position: Q2 2026 in Review

OrbiMed reduced its Enliven Therapeutics (ELVN) stake by 15% in Q2 2026, selling an estimated $50.2M and leaving 6,776,632 shares worth $344M. The position accounts for 6.37% of the portfolio, ranked #2.

OrbiMed first reported a position in ELVN in Q1 2020 and has held it in 26 quarters since. 211 funds tracked by Wall St. Rank hold ELVN as of Q2 2026.

OrbiMed held 6,776,632 shares of Enliven Therapeutics worth $344M as of Q2 2026.
OrbiMed sold 1,182,906 Enliven Therapeutics shares in Q2 2026, an estimated $50.2M.
Enliven Therapeutics made up 6.37% of OrbiMed's portfolio in Q2 2026, its #2 holding.
OrbiMed first reported a position in Enliven Therapeutics in Q1 2020 and has held it in 26 quarters since.
211 funds tracked by Wall St. Rank held Enliven Therapeutics as of Q2 2026.

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