OrbiMed’s Savara SVRA Stock Holding History

OrbiMed’s Portfolio SVRA Stock Details SVRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.4M	Buy	3,959,900 +3,324,900	+524%	+$17.8M	0.45%	60
2026 Q1	$3.47M	Buy	+635,000	New	+$3.53M	0.07%	99

Other funds holding SVRA

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

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

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

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

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Vanguard Capital Management

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

OrbiMed's SVRA Position: Q2 2026 in Review

OrbiMed increased its Savara (SVRA) stake by 524% in Q2 2026, buying an estimated $17.8M and bringing the position to 3,959,900 shares worth $24.4M. The position accounts for 0.45% of the portfolio, ranked #60.

OrbiMed first reported a position in SVRA in Q1 2026 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold SVRA as of Q2 2026.

OrbiMed held 3,959,900 shares of Savara worth $24.4M as of Q2 2026.
OrbiMed bought 3,324,900 Savara shares in Q2 2026, an estimated $17.8M.
Savara made up 0.45% of OrbiMed's portfolio in Q2 2026, its #60 holding.
OrbiMed first reported a position in Savara in Q1 2026 and has held it in 2 quarters since.
181 funds tracked by Wall St. Rank held Savara as of Q2 2026.

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