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Orbis Allan Gray’s Dyne Therapeutics DYN Stock Holding History

Orbis Allan Gray’s Portfolio DYN Stock Details DYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$123M Buy
6,762,231
+1,960,303
+41% +$33.8M 0.52% 49
2025
Q4 		$93.9M Buy
+4,801,928
New +$90.9M 0.39% 56

Other funds holding DYN

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
FIS
FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Orbis Allan Gray's DYN Position: Q1 2026 in Review

Orbis Allan Gray increased its Dyne Therapeutics (DYN) stake by 41% in Q1 2026, buying an estimated $33.8M and bringing the position to 6,762,231 shares worth $123M. The position accounts for 0.52% of the portfolio, ranked #49.

Orbis Allan Gray first reported a position in DYN in Q4 2025 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold DYN as of Q1 2026.

  • Orbis Allan Gray held 6,762,231 shares of Dyne Therapeutics worth $123M as of Q1 2026.
  • Orbis Allan Gray bought 1,960,303 Dyne Therapeutics shares in Q1 2026, an estimated $33.8M.
  • Dyne Therapeutics made up 0.52% of Orbis Allan Gray's portfolio in Q1 2026, its #49 holding.
  • Orbis Allan Gray first reported a position in Dyne Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q1 2026.

Based on Orbis Allan Gray's 13F filing for Q1 2026, filed 15 May 2026.