OrbiMed’s PMV Pharmaceuticals PMVP Stock Holding History

OrbiMed’s Portfolio PMVP Stock Details PMVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,975,291	Closed	-$6.22M	–	124
2025 Q4	$6.22M	Sell	4,975,291 -1,000,000	-17%	-$1.34M	0.13%	88
2025 Q3	$8.37M	Sell	5,975,291 -500,000	-8%	-$692K	0.2%	76
2025 Q2	$6.86M	Hold	6,475,291	–	–	0.17%	72
2025 Q1	$7.06M	Hold	6,475,291	–	–	0.17%	73
2024 Q4	$9.78M	Hold	6,475,291	–	–	0.2%	71
2024 Q3	$9.65M	Hold	6,475,291	–	–	0.18%	79
2024 Q2	$10.5M	Hold	6,475,291	–	–	0.21%	74
2024 Q1	$11M	Hold	6,475,291	–	–	0.2%	78
2023 Q4	$20.1M	Sell	6,475,291 -87,786	-1%	-$232K	0.4%	62
2023 Q3	$40.3M	Hold	6,563,077	–	–	0.86%	42
2023 Q2	$41.1M	Hold	6,563,077	–	–	0.74%	48
2023 Q1	$31.3M	Hold	6,563,077	–	–	0.61%	55
2022 Q4	$57.1M	Hold	6,563,077	–	–	1.09%	35
2022 Q3	$78.1K	Hold	6,563,077	–	–	1.45%	25
2022 Q2	$93.5K	Sell	6,563,077 -292,346	-4%	-$4.25M	1.69%	23
2022 Q1	$143M	Sell	6,855,423 -475,000	-6%	-$8.38M	2.31%	12
2021 Q4	$169M	Hold	7,330,423	–	–	2.18%	8
2021 Q3	$218M	Hold	7,330,423	–	–	2.4%	11
2021 Q2	$250M	Hold	7,330,423	–	–	2.53%	9
2021 Q1	$241M	Hold	7,330,423	–	–	2.25%	12
2020 Q4	$451M	Hold	7,330,423	–	–	3.95%	3
2020 Q3	$260M	Buy	+7,330,423	New	+$270M	3.27%	3

Other funds holding PMVP

BCM

BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

SCM

Sio Capital Management New York $697M AUM 79.73% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

OrbiMed's PMVP Position: Q1 2026 in Review

OrbiMed sold out of PMV Pharmaceuticals (PMVP) in Q1 2026, closing a stake of 4,975,291 shares — an estimated $6.22M sold.

OrbiMed first reported a position in PMVP in Q3 2020 and held it in 22 quarters. The position peaked at $451M in Q4 2020. 69 funds tracked by Wall St. Rank hold PMVP as of Q1 2026.

OrbiMed reported no remaining PMV Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
OrbiMed sold 4,975,291 PMV Pharmaceuticals shares in Q1 2026, an estimated $6.22M.
OrbiMed first reported a position in PMV Pharmaceuticals in Q3 2020 and held it in 22 quarters.
OrbiMed's PMV Pharmaceuticals position peaked at $451M in Q4 2020.
69 funds tracked by Wall St. Rank held PMV Pharmaceuticals as of Q1 2026.

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