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 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 $1.9T AUM 41.92% 1-Year Est. Return

Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

OFM

Omega Fund Management Boston, Massachusetts $163M AUM 107.06% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Redmile Group's NUVB Position: Q1 2026 in Review

Redmile Group reduced its Nuvation Bio (NUVB) stake by 0.32% in Q1 2026, selling an estimated $55.7K and leaving 3,153,256 shares worth $13.5M. The position accounts for 0.9% of the portfolio, ranked #19.

Redmile Group first reported a position in NUVB in Q1 2021 and has held it in 21 quarters since. The position peaked at $47.5M in Q1 2021. 231 funds tracked by Wall St. Rank hold NUVB as of Q1 2026.

Redmile Group held 3,153,256 shares of Nuvation Bio worth $13.5M as of Q1 2026.
Redmile Group sold 10,000 Nuvation Bio shares in Q1 2026, an estimated $55.7K.
Nuvation Bio made up 0.9% of Redmile Group's portfolio in Q1 2026, its #19 holding.
Redmile Group first reported a position in Nuvation Bio in Q1 2021 and has held it in 21 quarters since.
Redmile Group's Nuvation Bio position peaked at $47.5M in Q1 2021.
231 funds tracked by Wall St. Rank held Nuvation Bio as of Q1 2026.

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