Redmile Group’s Nuvation Bio NUVB Stock Holding History

Redmile Group’s Portfolio NUVB Stock Details NUVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.2M	Sell	3,031,009 -122,247	-4%	-$597K	1.16%	18
2026 Q1	$13.5M	Sell	3,153,256 -10,000	-0.3%	-$55.7K	0.9%	19
2025 Q4	$28.3M	Buy	3,163,256 +132,247	+4%	+$819K	2.09%	14
2025 Q3	$11.2M	Hold	3,031,009	–	–	1.09%	23
2025 Q2	$5.91M	Hold	3,031,009	–	–	0.63%	31
2025 Q1	$5.33M	Hold	3,031,009	–	–	0.5%	37
2024 Q4	$8.06M	Hold	3,031,009	–	–	0.56%	36
2024 Q3	$6.94M	Hold	3,031,009	–	–	0.41%	42
2024 Q2	$8.85M	Hold	3,031,009	–	–	0.54%	41
2024 Q1	$11M	Hold	3,031,009	–	–	0.4%	56
2023 Q4	$4.58M	Hold	3,031,009	–	–	0.16%	58
2023 Q3	$4.06M	Hold	3,031,009	–	–	0.19%	55
2023 Q2	$5.46M	Hold	3,031,009	–	–	0.21%	59
2023 Q1	$5.03M	Hold	3,031,009	–	–	0.22%	59
2022 Q4	$5.82M	Hold	3,031,009	–	–	0.24%	52
2022 Q3	$6.79M	Sell	3,031,009 -440,700	-13%	-$1.26M	0.26%	56
2022 Q2	$11.2M	Hold	3,471,709	–	–	0.43%	47
2022 Q1	$18.3M	Sell	3,471,709 -199,300	-5%	-$1.12M	0.57%	44
2021 Q4	$31.2M	Sell	3,671,009 -870,000	-19%	-$8M	0.71%	38
2021 Q3	$45.1M	Hold	4,541,009	–	–	0.79%	42
2021 Q2	$42.3M	Hold	4,541,009	–	–	0.63%	44
2021 Q1	$47.5M	Buy	+4,541,009	New	+$50.8M	0.67%	44

Other funds holding NUVB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

OFM

Omega Fund Management Boston, Massachusetts $186M AUM 155.23% 1-Year Est. Return

LCM

Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DFO

Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Redmile Group's NUVB Position: Q2 2026 in Review

Redmile Group reduced its Nuvation Bio (NUVB) stake by 3.9% in Q2 2026, selling an estimated $597K and leaving 3,031,009 shares worth $17.2M. The position accounts for 1.16% of the portfolio, ranked #18.

Redmile Group first reported a position in NUVB in Q1 2021 and has held it in 22 quarters since. The position peaked at $47.5M in Q1 2021. 244 funds tracked by Wall St. Rank hold NUVB as of Q2 2026.

Redmile Group held 3,031,009 shares of Nuvation Bio worth $17.2M as of Q2 2026.
Redmile Group sold 122,247 Nuvation Bio shares in Q2 2026, an estimated $597K.
Nuvation Bio made up 1.16% of Redmile Group's portfolio in Q2 2026, its #18 holding.
Redmile Group first reported a position in Nuvation Bio in Q1 2021 and has held it in 22 quarters since.
Redmile Group's Nuvation Bio position peaked at $47.5M in Q1 2021.
244 funds tracked by Wall St. Rank held Nuvation Bio as of Q2 2026.

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