PCH
NUVL

Polar Capital Holdings’s Nuvalent NUVL Stock Holding History

Polar Capital Holdings’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 		– Sell
-1,831,253
Closed -$188M – 260
2026
Q1 		$188M Buy
1,831,253
+294,394
+19% +$30M 0.67% 41
2025
Q4 		$155M Buy
1,536,859
+514,634
+50% +$50.7M 0.6% 49
2025
Q3 		$88.4M Buy
1,022,225
+206,138
+25% +$16.3M 0.43% 69
2025
Q2 		$62.3M Sell
816,087
-130,636
-14% -$9.56M 0.33% 77
2025
Q1 		$67.1M Hold
946,723
– – 0.41% 75
2024
Q4 		$74.1M Buy
946,723
+584,223
+161% +$54.6M 0.41% 61
2024
Q3 		$37.1M Buy
362,500
+75,000
+26% +$6.22M 0.18% 108
2024
Q2 		$21.8M Buy
+287,500
New +$20.5M 0.13% 125

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

Polar Capital Holdings's NUVL Position: Q2 2026 in Review

Polar Capital Holdings sold out of Nuvalent (NUVL) in Q2 2026, closing a stake of 1,831,253 shares — an estimated $188M sold.

Polar Capital Holdings first reported a position in NUVL in Q2 2024 and held it in 8 quarters. The position peaked at $188M in Q1 2026. 292 funds tracked by Wall St. Rank hold NUVL as of Q2 2026.

  • Polar Capital Holdings reported no remaining Nuvalent position as of Q2 2026 after selling out during the quarter.
  • Polar Capital Holdings sold 1,831,253 Nuvalent shares in Q2 2026, an estimated $188M.
  • Polar Capital Holdings first reported a position in Nuvalent in Q2 2024 and held it in 8 quarters.
  • Polar Capital Holdings's Nuvalent position peaked at $188M in Q1 2026.
  • 292 funds tracked by Wall St. Rank held Nuvalent as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.