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RA Capital Management’s Nuvalent NUVL Stock Holding History

RA 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 		$260M Buy
2,534,145
+654,088
+35% +$66.7M 2.75% 8
2025
Q4 		$189M Buy
1,880,057
+633,601
+51% +$62.5M 1.94% 13
2025
Q3 		$108M Buy
+1,246,456
New +$98.6M 1.33% 21
2024
Q4 		– Sell
-176,281
Closed -$18M – 94
2024
Q3 		$18M Buy
176,281
+56,492
+47% +$4.69M 0.21% 56
2024
Q2 		$9.09M Buy
+119,789
New +$8.52M 0.12% 68

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

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

RA Capital Management increased its Nuvalent (NUVL) stake by 35% in Q1 2026, buying an estimated $66.7M and bringing the position to 2,534,145 shares worth $260M. The position accounts for 2.75% of the portfolio, ranked #8.

RA Capital Management first reported a position in NUVL in Q2 2024 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold NUVL as of Q1 2026.

  • RA Capital Management held 2,534,145 shares of Nuvalent worth $260M as of Q1 2026.
  • RA Capital Management bought 654,088 Nuvalent shares in Q1 2026, an estimated $66.7M.
  • Nuvalent made up 2.75% of RA Capital Management's portfolio in Q1 2026, its #8 holding.
  • RA Capital Management first reported a position in Nuvalent in Q2 2024 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held Nuvalent as of Q1 2026.

Based on RA Capital Management's 13F filing for Q1 2026, filed 15 May 2026.