RPAM
NUVL

Rhenman & Partners Asset Management’s Nuvalent NUVL Stock Holding History

Rhenman & Partners Asset Management’s Portfolio NUVL Stock Details NUVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-81,200
Closed -$8.32M – 106
2026
Q1 		$8.32M Sell
81,200
-82,150
-50% -$8.37M 1.03% 41
2025
Q4 		$16.4M Buy
163,350
+110,850
+211% +$10.9M 1.54% 25
2025
Q3 		$4.54M Hold
52,500
– – 0.5% 59
2025
Q2 		$4.01M Hold
52,500
– – 0.51% 57
2025
Q1 		$3.72M Sell
52,500
-20,000
-28% -$1.56M 0.43% 55
2024
Q4 		$5.68M Sell
72,500
-17,500
-19% -$1.63M 0.58% 52
2024
Q3 		$9.21M Buy
90,000
+7,250
+9% +$601K 0.75% 48
2024
Q2 		$6.28M Sell
82,750
-4,750
-5% -$338K 0.6% 46
2024
Q1 		$6.57M Sell
87,500
-25,429
-23% -$2.02M 0.62% 50
2023
Q4 		$8.31M Buy
112,929
+26,918
+31% +$1.67M 0.83% 43
2023
Q3 		$3.95M Hold
86,011
– – 0.43% 59
2023
Q2 		$3.63M Sell
86,011
-13,989
-14% -$529K 0.38% 63
2023
Q1 		$2.54M Buy
100,000
+20,000
+25% +$591K 0.28% 72
2022
Q4 		$2.38M Buy
+80,000
New +$2.23M 0.25% 79

Other funds holding NUVL

DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Rhenman & Partners Asset Management's NUVL Position: Q2 2026 in Review

Rhenman & Partners Asset Management sold out of Nuvalent (NUVL) in Q2 2026, closing a stake of 81,200 shares — an estimated $8.32M sold.

Rhenman & Partners Asset Management first reported a position in NUVL in Q4 2022 and held it in 14 quarters. The position peaked at $16.4M in Q4 2025. 292 funds tracked by Wall St. Rank hold NUVL as of Q2 2026.

  • Rhenman & Partners Asset Management reported no remaining Nuvalent position as of Q2 2026 after selling out during the quarter.
  • Rhenman & Partners Asset Management sold 81,200 Nuvalent shares in Q2 2026, an estimated $8.32M.
  • Rhenman & Partners Asset Management first reported a position in Nuvalent in Q4 2022 and held it in 14 quarters.
  • Rhenman & Partners Asset Management's Nuvalent position peaked at $16.4M in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Nuvalent as of Q2 2026.

Based on Rhenman & Partners Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.