O
PVLA

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 		$6.11M Sell
40,000
-10,000
-20% -$1.21M 0.11% 96
2026
Q1 		$6.23M Buy
+50,000
New +$5.22M 0.12% 89

Other funds holding PVLA

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
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
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
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.