Redmile Group’s DBV Technologies S.A. American Depositary Shares DBVT Stock Holding History

Redmile Group’s Portfolio DBVT Stock Details DBVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.73M	Sell	410,440 -80,900	-16%	-$1.53M	0.45%	31
2026 Q1	$10.3M	Sell	491,340 -58,500	-11%	-$1.22M	0.68%	22
2025 Q4	$10.5M	Buy	+549,840	New	+$8.59M	0.78%	21
2016 Q1	–	Sell	-799	Closed	-$290K	–	51
2015 Q4	$290K	Sell	799 -52,483	-99%	-$18.3M	0.02%	53
2015 Q3	$19M	Buy	+53,282	New	+$21M	1.44%	22

Other funds holding DBVT

MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

Patient Square Capital Menlo Park, California $646M AUM 291.07% 1-Year Est. Return

Redmile Group's DBVT Position: Q2 2026 in Review

Redmile Group reduced its DBV Technologies S.A. American Depositary Shares (DBVT) stake by 16% in Q2 2026, selling an estimated $1.53M and leaving 410,440 shares worth $6.73M. The position accounts for 0.45% of the portfolio, ranked #31.

Redmile Group first reported a position in DBVT in Q3 2015 and has held it in 5 quarters since. The position peaked at $19M in Q3 2015. 78 funds tracked by Wall St. Rank hold DBVT as of Q2 2026.

Redmile Group held 410,440 shares of DBV Technologies S.A. American Depositary Shares worth $6.73M as of Q2 2026.
Redmile Group sold 80,900 DBV Technologies S.A. American Depositary Shares shares in Q2 2026, an estimated $1.53M.
DBV Technologies S.A. American Depositary Shares made up 0.45% of Redmile Group's portfolio in Q2 2026, its #31 holding.
Redmile Group first reported a position in DBV Technologies S.A. American Depositary Shares in Q3 2015 and has held it in 5 quarters since.
Redmile Group's DBV Technologies S.A. American Depositary Shares position peaked at $19M in Q3 2015.
78 funds tracked by Wall St. Rank held DBV Technologies S.A. American Depositary Shares as of Q2 2026.

Based on Redmile Group's 13F filing for Q2 2026, filed 14 Aug 2026.