Polen Capital Management
NUVL

Polen Capital Management’s Nuvalent NUVL Stock Holding History

Polen Capital Management’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 		$1.31M Buy
12,744
+6,385
+100% +$651K 0.01% 131
2025
Q4 		$640K Buy
+6,359
New +$627K ﹤0.01% 156

Other funds holding NUVL

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Polen Capital Management's NUVL Position: Q1 2026 in Review

Polen Capital Management increased its Nuvalent (NUVL) stake by 100% in Q1 2026, buying an estimated $651K and bringing the position to 12,744 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #131.

Polen Capital Management first reported a position in NUVL in Q4 2025 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold NUVL as of Q1 2026.

  • Polen Capital Management held 12,744 shares of Nuvalent worth $1.31M as of Q1 2026.
  • Polen Capital Management bought 6,385 Nuvalent shares in Q1 2026, an estimated $651K.
  • Nuvalent made up 0.01% of Polen Capital Management's portfolio in Q1 2026, its #131 holding.
  • Polen Capital Management first reported a position in Nuvalent in Q4 2025 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held Nuvalent as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.