PA
NUVL

Perceptive Advisors’s Nuvalent NUVL Stock Holding History

Perceptive 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 		$195M Hold
1,580,505
– – 2.93% 10
2026
Q1 		$162M Sell
1,580,505
-84,600
-5% -$8.62M 3.16% 8
2025
Q4 		$167M Buy
1,665,105
+102,769
+7% +$10.1M 2.99% 7
2025
Q3 		$135M Buy
1,562,336
+187,156
+14% +$14.8M 3.9% 5
2025
Q2 		$105M Sell
1,375,180
-258,788
-16% -$18.9M 3.89% 5
2025
Q1 		$116M Sell
1,633,968
-986,009
-38% -$77.1M 4.09% 6
2024
Q4 		$205M Sell
2,619,977
-359,258
-12% -$33.5M 5.65% 5
2024
Q3 		$305M Buy
2,979,235
+430,158
+17% +$35.7M 6.45% 2
2024
Q2 		$193M Sell
2,549,077
-234,377
-8% -$16.7M 4.66% 5
2024
Q1 		$209M Sell
2,783,454
-134,537
-5% -$10.7M 3.66% 5
2023
Q4 		$215M Buy
2,917,991
+454,540
+18% +$28.1M 4.79% 5
2023
Q3 		$113M Buy
2,463,451
+268,630
+12% +$11.9M 3.78% 5
2023
Q2 		$92.6M Sell
2,194,821
-105,227
-5% -$3.98M 2.68% 10
2023
Q1 		$60M Buy
2,300,048
+45,041
+2% +$1.33M 1.77% 15
2022
Q4 		$67.2M Buy
2,255,007
+600,000
+36% +$16.7M 1.89% 19
2022
Q3 		$32.2M Hold
1,655,007
– – 0.93% 30
2022
Q2 		$22.4M Sell
1,655,007
-96,594
-6% -$1.02M 0.7% 34
2022
Q1 		$24.3M Buy
1,751,601
+1,001,601
+134% +$14.6M 0.49% 48
2021
Q4 		$14.3M Hold
750,000
– – 0.22% 76
2021
Q3 		$16.9M Buy
+750,000
New +$21.8M 0.25% 77

Other funds holding NUVL

DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

Perceptive Advisors's NUVL Position: Q2 2026 in Review

Perceptive Advisors held its Nuvalent (NUVL) position steady in Q2 2026 at 1,580,505 shares worth $195M. The position accounts for 2.93% of the portfolio, ranked #10.

Perceptive Advisors first reported a position in NUVL in Q3 2021 and has held it in 20 quarters since. The position peaked at $305M in Q3 2024. 292 funds tracked by Wall St. Rank hold NUVL as of Q2 2026.

  • Perceptive Advisors held 1,580,505 shares of Nuvalent worth $195M as of Q2 2026.
  • Perceptive Advisors left its Nuvalent share count unchanged in Q2 2026.
  • Nuvalent made up 2.93% of Perceptive Advisors's portfolio in Q2 2026, its #10 holding.
  • Perceptive Advisors first reported a position in Nuvalent in Q3 2021 and has held it in 20 quarters since.
  • Perceptive Advisors's Nuvalent position peaked at $305M in Q3 2024.
  • 292 funds tracked by Wall St. Rank held Nuvalent as of Q2 2026.

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