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OrbiMed’s Nektar Therapeutics NKTR Stock Holding History

OrbiMed’s Portfolio NKTR Stock Details NKTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.5M Buy
465,346
+190,346
+69% +$13.9M 0.6% 48
2026
Q1 		$19.8M Buy
+275,000
New +$15.7M 0.39% 58
2023
Q2 		– Sell
-68,937
Closed -$735K – 130
2023
Q1 		$727K Buy
+68,937
New +$2.09M 0.01% 118

Other funds holding NKTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OrbiMed's NKTR Position: Q2 2026 in Review

OrbiMed increased its Nektar Therapeutics (NKTR) stake by 69% in Q2 2026, buying an estimated $13.9M and bringing the position to 465,346 shares worth $32.5M. The position accounts for 0.6% of the portfolio, ranked #48.

OrbiMed first reported a position in NKTR in Q1 2023 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold NKTR as of Q2 2026.

  • OrbiMed held 465,346 shares of Nektar Therapeutics worth $32.5M as of Q2 2026.
  • OrbiMed bought 190,346 Nektar Therapeutics shares in Q2 2026, an estimated $13.9M.
  • Nektar Therapeutics made up 0.6% of OrbiMed's portfolio in Q2 2026, its #48 holding.
  • OrbiMed first reported a position in Nektar Therapeutics in Q1 2023 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held Nektar Therapeutics as of Q2 2026.

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