OrbiMed’s Tectonic Therapeutic TECX Stock Holding History

OrbiMed’s Portfolio TECX Stock Details TECX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.79M	Hold	226,600	–	–	0.14%	90
2026 Q1	$7M	Sell	226,600 -348,000	-61%	-$8.56M	0.14%	86
2025 Q4	$12M	Buy	+574,600	New	+$10.7M	0.24%	77
2021 Q1	–	Sell	-66,143	Closed	-$11.1M	–	182
2020 Q4	$11.1M	Hold	66,143	–	–	0.1%	120
2020 Q3	$10.3M	Hold	66,143	–	–	0.13%	111
2020 Q2	$13.8M	Buy	66,143 +10,878	+20%	+$2.24M	0.2%	89
2020 Q1	$10.3M	Buy	55,265 +2,373	+4%	+$559K	0.17%	86
2019 Q4	$12.8M	Buy	52,892 +5,334	+11%	+$1.03M	0.18%	74
2019 Q3	$8.06M	Buy	47,558 +38,725	+438%	+$8.77M	0.15%	83
2019 Q2	$1.72M	Sell	8,833 -7,716	-47%	-$1.66M	0.03%	123
2019 Q1	$4.38M	Sell	16,549 -4,276	-21%	-$782K	0.07%	111
2018 Q4	$4.16M	Sell	20,825 -8	-0%	-$2.44K	0.08%	106
2018 Q3	$13M	Hold	20,833	–	–	0.16%	103
2018 Q2	$7.14M	Buy	+20,833	New	+$7.52M	0.09%	121

Other funds holding TECX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

FLAM

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

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

5VM

5AM Venture Management San Francisco, California $288M AUM 313.93% 1-Year Est. Return

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

OrbiMed's TECX Position: Q2 2026 in Review

OrbiMed held its Tectonic Therapeutic (TECX) position steady in Q2 2026 at 226,600 shares worth $7.79M. The position accounts for 0.14% of the portfolio, ranked #90.

OrbiMed first reported a position in TECX in Q2 2018 and has held it in 14 quarters since. The position peaked at $13.8M in Q2 2020. 123 funds tracked by Wall St. Rank hold TECX as of Q2 2026.

OrbiMed held 226,600 shares of Tectonic Therapeutic worth $7.79M as of Q2 2026.
OrbiMed left its Tectonic Therapeutic share count unchanged in Q2 2026.
Tectonic Therapeutic made up 0.14% of OrbiMed's portfolio in Q2 2026, its #90 holding.
OrbiMed first reported a position in Tectonic Therapeutic in Q2 2018 and has held it in 14 quarters since.
OrbiMed's Tectonic Therapeutic position peaked at $13.8M in Q2 2020.
123 funds tracked by Wall St. Rank held Tectonic Therapeutic as of Q2 2026.

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