OrbiMed’s Sutro Biopharma STRO Stock Holding History

OrbiMed’s Portfolio STRO Stock Details STRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.7M	Sell	743,944 -57,200	-7%	-$1.78M	0.46%	59
2026 Q1	$20M	Buy	+801,144	New	+$14.5M	0.4%	57
2021 Q3	–	Sell	-43,370	Closed	-$8.06M	–	185
2021 Q2	$8.06M	Buy	43,370 +8,370	+24%	+$1.64M	0.08%	135
2021 Q1	$7.97M	Hold	35,000	–	–	0.07%	129
2020 Q4	$7.6M	Buy	+35,000	New	+$5.79M	0.07%	131
2020 Q2	–	Sell	-10,480	Closed	-$1.07M	–	155
2020 Q1	$1.07M	Hold	10,480	–	–	0.02%	132
2019 Q4	$1.15M	Buy	+10,480	New	+$1.08M	0.02%	128

Other funds holding STRO

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

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

AAA

Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return

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

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

VCIM

Velan Capital Investment Management Alpharetta, Georgia $164M AUM 542.31% 1-Year Est. Return

OrbiMed's STRO Position: Q2 2026 in Review

OrbiMed reduced its Sutro Biopharma (STRO) stake by 7.1% in Q2 2026, selling an estimated $1.78M and leaving 743,944 shares worth $24.7M. The position accounts for 0.46% of the portfolio, ranked #59.

OrbiMed first reported a position in STRO in Q4 2019 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold STRO as of Q2 2026.

OrbiMed held 743,944 shares of Sutro Biopharma worth $24.7M as of Q2 2026.
OrbiMed sold 57,200 Sutro Biopharma shares in Q2 2026, an estimated $1.78M.
Sutro Biopharma made up 0.46% of OrbiMed's portfolio in Q2 2026, its #59 holding.
OrbiMed first reported a position in Sutro Biopharma in Q4 2019 and has held it in 7 quarters since.
100 funds tracked by Wall St. Rank held Sutro Biopharma as of Q2 2026.

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