RCM
NUVL

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
Q2 		$154M Sell
1,246,456
-1,287,689
-51% -$138M 1.34% 21
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 $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

RA Capital Management's NUVL Position: Q2 2026 in Review

RA Capital Management reduced its Nuvalent (NUVL) stake by 51% in Q2 2026, selling an estimated $138M and leaving 1,246,456 shares worth $154M. The position accounts for 1.34% of the portfolio, ranked #21.

RA Capital Management first reported a position in NUVL in Q2 2024 and has held it in 6 quarters since. The position peaked at $260M in Q1 2026. 293 funds tracked by Wall St. Rank hold NUVL as of Q2 2026.

  • RA Capital Management held 1,246,456 shares of Nuvalent worth $154M as of Q2 2026.
  • RA Capital Management sold 1,287,689 Nuvalent shares in Q2 2026, an estimated $138M.
  • Nuvalent made up 1.34% of RA Capital Management's portfolio in Q2 2026, its #21 holding.
  • RA Capital Management first reported a position in Nuvalent in Q2 2024 and has held it in 6 quarters since.
  • RA Capital Management's Nuvalent position peaked at $260M in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Nuvalent as of Q2 2026.

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