OrbiMed’s Invivyd IVVD Stock Holding History

OrbiMed’s Portfolio IVVD Stock Details IVVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-933,500	Closed	-$565K	–	109
2025 Q1	$565K	Sell	933,500 -215,800	-19%	-$194K	0.01%	104
2024 Q4	$509K	Sell	1,149,300 -579,000	-34%	-$451K	0.01%	116
2024 Q3	$1.76M	Sell	1,728,300 -697,500	-29%	-$756K	0.03%	111
2024 Q2	$2.67M	Sell	2,425,800 -264,500	-10%	-$584K	0.05%	98
2024 Q1	$11.9M	Sell	2,690,300 -1,437,265	-35%	-$5.94M	0.22%	77
2023 Q4	$16.3M	Sell	4,127,565 -1,142,835	-22%	-$2.16M	0.32%	66
2023 Q3	$8.96M	Hold	5,270,400	–	–	0.19%	88
2023 Q2	$5.53M	Hold	5,270,400	–	–	0.1%	101
2023 Q1	$6.32M	Hold	5,270,400	–	–	0.12%	97
2022 Q4	$7.91M	Hold	5,270,400	–	–	0.15%	82
2022 Q3	$16.5K	Buy	5,270,400 +214,400	+4%	+$856K	0.31%	71
2022 Q2	$16.6K	Hold	5,056,000	–	–	0.3%	70
2022 Q1	$23.1M	Buy	5,056,000 +72,500	+1%	+$443K	0.37%	63
2021 Q4	$36.2M	Sell	4,983,500 -400,000	-7%	-$10.4M	0.47%	61
2021 Q3	$227M	Buy	+5,383,500	New	+$200M	2.5%	10

Other funds holding IVVD

MIG

Mithril II GP Austin, Texas $64.5M AUM 360.75% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

MCM

M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

OrbiMed's IVVD Position: Q2 2025 in Review

OrbiMed sold out of Invivyd (IVVD) in Q2 2025, closing a stake of 933,500 shares — an estimated $565K sold.

OrbiMed first reported a position in IVVD in Q3 2021 and held it in 15 quarters. The position peaked at $227M in Q3 2021. 68 funds tracked by Wall St. Rank hold IVVD as of Q2 2025.

OrbiMed reported no remaining Invivyd position as of Q2 2025 after selling out during the quarter.
OrbiMed sold 933,500 Invivyd shares in Q2 2025, an estimated $565K.
OrbiMed first reported a position in Invivyd in Q3 2021 and held it in 15 quarters.
OrbiMed's Invivyd position peaked at $227M in Q3 2021.
68 funds tracked by Wall St. Rank held Invivyd as of Q2 2025.

Based on OrbiMed's 13F filing for Q2 2025, filed 14 Aug 2025.