Redmile Group’s Invivyd IVVD Stock Holding History

Redmile Group’s Portfolio IVVD Stock Details IVVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.44M	Sell	2,648,659 -32,500	-1%	-$59.7K	0.23%	32
2025 Q4	$6.62M	Buy	2,681,159 +395,839	+17%	+$823K	0.49%	28
2025 Q3	$2.51M	Hold	2,285,320	–	–	0.24%	35
2025 Q2	$1.63M	Hold	2,285,320	–	–	0.17%	44
2025 Q1	$1.38M	Sell	2,285,320 -726,934	-24%	-$652K	0.13%	53
2024 Q4	$1.33M	Sell	3,012,254 -53,460	-2%	-$41.6K	0.09%	58
2024 Q3	$3.13M	Hold	3,065,714	–	–	0.18%	53
2024 Q2	$3.37M	Buy	3,065,714 +1,624,989	+113%	+$3.59M	0.2%	52
2024 Q1	$6.4M	Hold	1,440,725	–	–	0.23%	66
2023 Q4	$5.68M	Hold	1,440,725	–	–	0.2%	55
2023 Q3	$2.45M	Hold	1,440,725	–	–	0.12%	57
2023 Q2	$1.51M	Hold	1,440,725	–	–	0.06%	68
2023 Q1	$1.73M	Hold	1,440,725	–	–	0.08%	67
2022 Q4	$2.16M	Sell	1,440,725 -480,235	-25%	-$1.34M	0.09%	61
2022 Q3	$6.01M	Hold	1,920,960	–	–	0.23%	58
2022 Q2	$6.3M	Hold	1,920,960	–	–	0.24%	56
2022 Q1	$8.76M	Hold	1,920,960	–	–	0.27%	54
2021 Q4	$13.9M	Sell	1,920,960 -1,326,000	-41%	-$34.5M	0.32%	55
2021 Q3	$137M	Buy	+3,246,960	New	+$121M	2.39%	13

Other funds holding IVVD

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

SVCM

Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MCM

M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Redmile Group's IVVD Position: Q1 2026 in Review

Redmile Group reduced its Invivyd (IVVD) stake by 1.2% in Q1 2026, selling an estimated $59.7K and leaving 2,648,659 shares worth $3.44M. The position accounts for 0.23% of the portfolio, ranked #32.

Redmile Group first reported a position in IVVD in Q3 2021 and has held it in 19 quarters since. The position peaked at $137M in Q3 2021. 140 funds tracked by Wall St. Rank hold IVVD as of Q1 2026.

Redmile Group held 2,648,659 shares of Invivyd worth $3.44M as of Q1 2026.
Redmile Group sold 32,500 Invivyd shares in Q1 2026, an estimated $59.7K.
Invivyd made up 0.23% of Redmile Group's portfolio in Q1 2026, its #32 holding.
Redmile Group first reported a position in Invivyd in Q3 2021 and has held it in 19 quarters since.
Redmile Group's Invivyd position peaked at $137M in Q3 2021.
140 funds tracked by Wall St. Rank held Invivyd as of Q1 2026.

Based on Redmile Group's 13F filing for Q1 2026, filed 15 May 2026.