OrbiMed’s Palvella Therapeutics PVLA Stock Holding History

OrbiMed’s Portfolio PVLA Stock Details PVLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.7M	Buy	292,360 +157,760	+117%	+$19.1M	0.83%	39
2026 Q1	$16.8M	Buy	+134,600	New	+$14M	0.33%	61
2018 Q4	–	Sell	-30,699	Closed	-$13.8M	–	154
2018 Q3	$13.8M	Sell	30,699 -8,551	-22%	-$3.72M	0.17%	101
2018 Q2	$15.9M	Sell	39,250 -30,125	-43%	-$14.3M	0.19%	100
2018 Q1	$37.9M	Sell	69,375 -21,370	-24%	-$13.2M	0.47%	60
2017 Q4	$54.8M	Hold	90,745	–	–	0.69%	44
2017 Q3	$41.8M	Hold	90,745	–	–	0.4%	67
2017 Q2	$36.7M	Hold	90,745	–	–	0.39%	65
2017 Q1	$18.9M	Hold	90,745	–	–	0.21%	81
2016 Q4	$10.2M	Hold	90,745	–	–	0.13%	92
2016 Q3	$13.3M	Hold	90,745	–	–	0.15%	90
2016 Q2	$11.7M	Hold	90,745	–	–	0.12%	89
2016 Q1	$13.8M	Hold	90,745	–	–	0.15%	73
2015 Q4	$16.6M	Hold	90,745	–	–	0.15%	75
2015 Q3	$13.3M	Hold	90,745	–	–	0.13%	85
2015 Q2	$20M	Buy	+90,745	New	+$20M	0.17%	85

Other funds holding PVLA

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

FLSM

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

OrbiMed's PVLA Position: Q2 2026 in Review

OrbiMed increased its Palvella Therapeutics (PVLA) stake by 117% in Q2 2026, buying an estimated $19.1M and bringing the position to 292,360 shares worth $44.7M. The position accounts for 0.83% of the portfolio, ranked #39.

OrbiMed first reported a position in PVLA in Q2 2015 and has held it in 16 quarters since. The position peaked at $54.8M in Q4 2017. 197 funds tracked by Wall St. Rank hold PVLA as of Q2 2026.

OrbiMed held 292,360 shares of Palvella Therapeutics worth $44.7M as of Q2 2026.
OrbiMed bought 157,760 Palvella Therapeutics shares in Q2 2026, an estimated $19.1M.
Palvella Therapeutics made up 0.83% of OrbiMed's portfolio in Q2 2026, its #39 holding.
OrbiMed first reported a position in Palvella Therapeutics in Q2 2015 and has held it in 16 quarters since.
OrbiMed's Palvella Therapeutics position peaked at $54.8M in Q4 2017.
197 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2026.

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