Redmile Group’s LAVA Therapeutics LVTX Stock Holding History

Redmile Group’s Portfolio LVTX Stock Details LVTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,074,372	Closed	-$3.24M	–	39
2025 Q3	$3.24M	Hold	2,074,372	–	–	0.31%	33
2025 Q2	$2.74M	Hold	2,074,372	–	–	0.29%	39
2025 Q1	$2.63M	Hold	2,074,372	–	–	0.25%	46
2024 Q4	$1.97M	Hold	2,074,372	–	–	0.14%	55
2024 Q3	$3.44M	Hold	2,074,372	–	–	0.2%	51
2024 Q2	$3.73M	Hold	2,074,372	–	–	0.23%	51
2024 Q1	$6.91M	Hold	2,074,372	–	–	0.25%	64
2023 Q4	$3.28M	Hold	2,074,372	–	–	0.12%	59
2023 Q3	$3.09M	Hold	2,074,372	–	–	0.15%	56
2023 Q2	$4.21M	Hold	2,074,372	–	–	0.16%	61
2023 Q1	$3.44M	Sell	2,074,372 -741,824	-26%	-$2.08M	0.15%	61
2022 Q4	$9.86M	Hold	2,816,196	–	–	0.4%	47
2022 Q3	$12.9M	Hold	2,816,196	–	–	0.5%	47
2022 Q2	$8.05M	Hold	2,816,196	–	–	0.31%	53
2022 Q1	$12.4M	Hold	2,816,196	–	–	0.39%	51
2021 Q4	$15.5M	Hold	2,816,196	–	–	0.35%	52
2021 Q3	$16.7M	Hold	2,816,196	–	–	0.29%	58
2021 Q2	$30.6M	Sell	2,816,196 -8,213	-0.3%	-$102K	0.45%	55
2021 Q1	$42.9M	Buy	+2,824,409	New	+$38.8M	0.6%	51

Redmile Group's LVTX Position: Q4 2025 in Review

Redmile Group sold out of LAVA Therapeutics (LVTX) in Q4 2025, closing a stake of 2,074,372 shares — an estimated $3.24M sold.

Redmile Group first reported a position in LVTX in Q1 2021 and held it in 19 quarters. The position peaked at $42.9M in Q1 2021. 0 funds tracked by Wall St. Rank hold LVTX as of Q4 2025.

Redmile Group reported no remaining LAVA Therapeutics position as of Q4 2025 after selling out during the quarter.
Redmile Group sold 2,074,372 LAVA Therapeutics shares in Q4 2025, an estimated $3.24M.
Redmile Group first reported a position in LAVA Therapeutics in Q1 2021 and held it in 19 quarters.
Redmile Group's LAVA Therapeutics position peaked at $42.9M in Q1 2021.
0 funds tracked by Wall St. Rank held LAVA Therapeutics as of Q4 2025.

Based on Redmile Group's 13F filing for Q4 2025, filed 17 Feb 2026.