TwinBeech Capital’s Vaxcyte PCVX Stock Holding History

TwinBeech Capital’s Portfolio PCVX Stock Details PCVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.45M	Sell	42,192 -23,708	-36%	-$1.29M	0.44%	73
2026 Q1	$3.83M	Sell	65,900 -12,339	-16%	-$670K	0.4%	70
2025 Q4	$3.61M	Sell	78,239 -149,848	-66%	-$6.7M	0.26%	118
2025 Q3	$8.22M	Sell	228,087 -275,161	-55%	-$9.12M	0.32%	95
2025 Q2	$16.4M	Buy	503,248 +98,283	+24%	+$3.22M	0.37%	81
2025 Q1	$15.3M	Buy	404,965 +125,021	+45%	+$10M	0.28%	108
2024 Q4	$22.9M	Buy	+279,944	New	+$27.8M	0.39%	84
2024 Q2	–	Sell	-31,647	Closed	-$2.16M	–	729
2024 Q1	$2.16M	Buy	+31,647	New	+$2.19M	0.04%	332

Other funds holding PCVX

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

Jupiter Topco New York $245B AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

TwinBeech Capital's PCVX Position: Q2 2026 in Review

TwinBeech Capital reduced its Vaxcyte (PCVX) stake by 36% in Q2 2026, selling an estimated $1.29M and leaving 42,192 shares worth $2.45M. The position accounts for 0.44% of the portfolio, ranked #73.

TwinBeech Capital first reported a position in PCVX in Q1 2024 and has held it in 8 quarters since. The position peaked at $22.9M in Q4 2024. 331 funds tracked by Wall St. Rank hold PCVX as of Q2 2026.

TwinBeech Capital held 42,192 shares of Vaxcyte worth $2.45M as of Q2 2026.
TwinBeech Capital sold 23,708 Vaxcyte shares in Q2 2026, an estimated $1.29M.
Vaxcyte made up 0.44% of TwinBeech Capital's portfolio in Q2 2026, its #73 holding.
TwinBeech Capital first reported a position in Vaxcyte in Q1 2024 and has held it in 8 quarters since.
TwinBeech Capital's Vaxcyte position peaked at $22.9M in Q4 2024.
331 funds tracked by Wall St. Rank held Vaxcyte as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.