Paradigm Biocapital Advisors’s Nuvalent NUVL Stock Holding History

Paradigm Biocapital Advisors’s Portfolio NUVL Stock Details NUVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$732M	Buy	5,924,433 +600,000	+11%	+$64.5M	13.7%	2
2026 Q1	$545M	Buy	5,324,433 +55,000	+1%	+$5.61M	11.15%	3
2025 Q4	$530M	Hold	5,269,433	–	–	13.53%	1
2025 Q3	$456M	Hold	5,269,433	–	–	12.96%	1
2025 Q2	$402M	Hold	5,269,433	–	–	17.17%	1
2025 Q1	$374M	Sell	5,269,433 -93,946	-2%	-$7.35M	17.12%	1
2024 Q4	$420M	Buy	5,363,379 +363,379	+7%	+$33.9M	14.61%	1
2024 Q3	$512M	Buy	5,000,000 +428,322	+9%	+$35.5M	17.3%	1
2024 Q2	$347M	Buy	4,571,678 +393,848	+9%	+$28M	13.27%	1
2024 Q1	$314M	Buy	4,177,830 +319,822	+8%	+$25.5M	11.04%	1
2023 Q4	$284M	Buy	3,858,008 +2,219,861	+136%	+$137M	13.29%	1
2023 Q3	$75.3M	Buy	1,638,147 +517,682	+46%	+$23M	5.11%	5
2023 Q2	$47.3M	Buy	+1,120,465	New	+$42.4M	3.65%	14

Other funds holding NUVL

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

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Paradigm Biocapital Advisors's NUVL Position: Q2 2026 in Review

Paradigm Biocapital Advisors increased its Nuvalent (NUVL) stake by 11% in Q2 2026, buying an estimated $64.5M and bringing the position to 5,924,433 shares worth $732M. The position accounts for 13.7% of the portfolio, ranked #2.

Paradigm Biocapital Advisors first reported a position in NUVL in Q2 2023 and has held it in 13 quarters since. 292 funds tracked by Wall St. Rank hold NUVL as of Q2 2026.

Paradigm Biocapital Advisors held 5,924,433 shares of Nuvalent worth $732M as of Q2 2026.
Paradigm Biocapital Advisors bought 600,000 Nuvalent shares in Q2 2026, an estimated $64.5M.
Nuvalent made up 13.7% of Paradigm Biocapital Advisors's portfolio in Q2 2026, its #2 holding.
Paradigm Biocapital Advisors first reported a position in Nuvalent in Q2 2023 and has held it in 13 quarters since.
292 funds tracked by Wall St. Rank held Nuvalent as of Q2 2026.

Based on Paradigm Biocapital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.