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 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 $8.48B AUM 99.04% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Paradigm Biocapital Advisors's NUVL Position: Q1 2026 in Review

Paradigm Biocapital Advisors increased its Nuvalent (NUVL) stake by 1% in Q1 2026, buying an estimated $5.61M and bringing the position to 5,324,433 shares worth $545M. The position accounts for 11.15% of the portfolio, ranked #3.

Paradigm Biocapital Advisors first reported a position in NUVL in Q2 2023 and has held it in 12 quarters since. 263 funds tracked by Wall St. Rank hold NUVL as of Q1 2026.

Paradigm Biocapital Advisors held 5,324,433 shares of Nuvalent worth $545M as of Q1 2026.
Paradigm Biocapital Advisors bought 55,000 Nuvalent shares in Q1 2026, an estimated $5.61M.
Nuvalent made up 11.15% of Paradigm Biocapital Advisors's portfolio in Q1 2026, its #3 holding.
Paradigm Biocapital Advisors first reported a position in Nuvalent in Q2 2023 and has held it in 12 quarters since.
263 funds tracked by Wall St. Rank held Nuvalent as of Q1 2026.

Based on Paradigm Biocapital Advisors's 13F filing for Q1 2026, filed 15 May 2026.