Palo Alto Investors’s Nuvation Bio NUVB Stock Holding History

Palo Alto Investors’s Portfolio NUVB Stock Details NUVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.18M	Sell	508,846 -29,233	-5%	-$163K	0.33%	35
2025 Q4	$4.82M	Sell	538,079 -482,468	-47%	-$2.99M	0.67%	29
2025 Q3	$3.78M	Buy	1,020,547 +247,895	+32%	+$676K	0.7%	27
2025 Q2	$1.51M	Hold	772,652	–	–	0.32%	34
2025 Q1	$1.36M	Hold	772,652	–	–	0.26%	31
2024 Q4	$2.06M	Hold	772,652	–	–	0.32%	28
2024 Q3	$1.77M	Hold	772,652	–	–	0.23%	30
2024 Q2	$2.26M	Hold	772,652	–	–	0.26%	28
2024 Q1	$2.81M	Buy	+772,652	New	+$1.48M	0.32%	29

Other funds holding NUVB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

OFM

Omega Fund Management Boston, Massachusetts $163M AUM 107.06% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

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

Palo Alto Investors's NUVB Position: Q1 2026 in Review

Palo Alto Investors reduced its Nuvation Bio (NUVB) stake by 5.4% in Q1 2026, selling an estimated $163K and leaving 508,846 shares worth $2.18M. The position accounts for 0.33% of the portfolio, ranked #35.

Palo Alto Investors first reported a position in NUVB in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.82M in Q4 2025. 233 funds tracked by Wall St. Rank hold NUVB as of Q1 2026.

Palo Alto Investors held 508,846 shares of Nuvation Bio worth $2.18M as of Q1 2026.
Palo Alto Investors sold 29,233 Nuvation Bio shares in Q1 2026, an estimated $163K.
Nuvation Bio made up 0.33% of Palo Alto Investors's portfolio in Q1 2026, its #35 holding.
Palo Alto Investors first reported a position in Nuvation Bio in Q1 2024 and has held it in 9 quarters since.
Palo Alto Investors's Nuvation Bio position peaked at $4.82M in Q4 2025.
233 funds tracked by Wall St. Rank held Nuvation Bio as of Q1 2026.

Based on Palo Alto Investors's 13F filing for Q1 2026, filed 15 May 2026.