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IVVD icon

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
Q2 		$2.27M Sell
2,597,759
-50,900
-2% -$63.8K 0.15% 38
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

JT
Jupiter Topco New York $245B AUM
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
M28 Capital Management Stamford, Connecticut $47.2M AUM 32.31% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Redmile Group's IVVD Position: Q2 2026 in Review

Redmile Group reduced its Invivyd (IVVD) stake by 1.9% in Q2 2026, selling an estimated $63.8K and leaving 2,597,759 shares worth $2.27M. The position accounts for 0.15% of the portfolio, ranked #38.

Redmile Group first reported a position in IVVD in Q3 2021 and has held it in 20 quarters since. The position peaked at $137M in Q3 2021. 125 funds tracked by Wall St. Rank hold IVVD as of Q2 2026.

  • Redmile Group held 2,597,759 shares of Invivyd worth $2.27M as of Q2 2026.
  • Redmile Group sold 50,900 Invivyd shares in Q2 2026, an estimated $63.8K.
  • Invivyd made up 0.15% of Redmile Group's portfolio in Q2 2026, its #38 holding.
  • Redmile Group first reported a position in Invivyd in Q3 2021 and has held it in 20 quarters since.
  • Redmile Group's Invivyd position peaked at $137M in Q3 2021.
  • 125 funds tracked by Wall St. Rank held Invivyd as of Q2 2026.

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