OrbiMed’s X4 Pharmaceuticals XFOR Stock Holding History

OrbiMed’s Portfolio XFOR Stock Details XFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-225,884	Closed	-$1.6M	–	124
2025 Q1	$1.6M	Sell	225,884 -11,900	-5%	-$164K	0.04%	95
2024 Q4	$5.23M	Hold	237,784	–	–	0.11%	86
2024 Q3	$4.77M	Hold	237,784	–	–	0.09%	99
2024 Q2	$4.14M	Hold	237,784	–	–	0.08%	95
2024 Q1	$9.92M	Hold	237,784	–	–	0.18%	81
2023 Q4	$5.98M	Hold	237,784	–	–	0.12%	88
2023 Q3	$7.78M	Hold	237,784	–	–	0.17%	90
2023 Q2	$13.8M	Buy	237,784 +43,860	+23%	+$2.25M	0.25%	77
2023 Q1	$5.06M	Hold	193,924	–	–	0.1%	104
2022 Q4	$5.78M	Buy	193,924 +26,363	+16%	+$1.25M	0.11%	91
2022 Q3	$8.6K	Buy	167,561 +121,766	+266%	+$4.21M	0.16%	89
2022 Q2	$1.33K	Hold	45,795	–	–	0.02%	137
2022 Q1	$2.4M	Hold	45,795	–	–	0.04%	130
2021 Q4	$3.15M	Hold	45,795	–	–	0.04%	144
2021 Q3	$7.27M	Hold	45,795	–	–	0.08%	143
2021 Q2	$8.93M	Hold	45,795	–	–	0.09%	131
2021 Q1	$11.8M	Buy	45,795 +9,579	+26%	+$2.52M	0.11%	117
2020 Q4	$6.99M	Hold	36,216	–	–	0.06%	135
2020 Q3	$7.36M	Hold	36,216	–	–	0.09%	117
2020 Q2	$10.1M	Hold	36,216	–	–	0.14%	99
2020 Q1	$10.9M	Hold	36,216	–	–	0.18%	83
2019 Q4	$11.6M	Buy	36,216 +5,000	+16%	+$1.79M	0.17%	79
2019 Q3	$11.9M	Hold	31,216	–	–	0.23%	77
2019 Q2	$14M	Buy	31,216 +20,833	+201%	+$10.6M	0.22%	82
2019 Q1	$5.42M	Hold	10,383	–	–	0.08%	105
2018 Q4	$4.34M	Hold	10,383	–	–	0.08%	103
2018 Q3	$3.03M	Hold	10,383	–	–	0.04%	136
2018 Q2	$6.78M	Hold	10,383	–	–	0.08%	122
2018 Q1	$42.8M	Hold	10,383	–	–	0.53%	54
2017 Q4	$23.8M	Buy	+10,383	New	+$26.3M	0.3%	73

Other funds holding XFOR

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

KCM

Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACA

Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OrbiMed's XFOR Position: Q2 2025 in Review

OrbiMed sold out of X4 Pharmaceuticals (XFOR) in Q2 2025, closing a stake of 225,884 shares — an estimated $1.6M sold.

OrbiMed first reported a position in XFOR in Q4 2017 and held it in 30 quarters. The position peaked at $42.8M in Q1 2018. 51 funds tracked by Wall St. Rank hold XFOR as of Q2 2025.

OrbiMed reported no remaining X4 Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
OrbiMed sold 225,884 X4 Pharmaceuticals shares in Q2 2025, an estimated $1.6M.
OrbiMed first reported a position in X4 Pharmaceuticals in Q4 2017 and held it in 30 quarters.
OrbiMed's X4 Pharmaceuticals position peaked at $42.8M in Q1 2018.
51 funds tracked by Wall St. Rank held X4 Pharmaceuticals as of Q2 2025.

Based on OrbiMed's 13F filing for Q2 2025, filed 14 Aug 2025.