Which hedge funds own PCVX? VAXCYTE INC, Q2 2026 13F holders
60 tracked hedge funds disclosed a position in PCVX (VAXCYTE INC) in their Q2 2026 13F filings, worth $2.1bn in total. The largest holder by portfolio weight is Kynam Capital Management, LP at 9.4% of its book. 9 opened a new position this quarter: Edgestream Partners, L.P., Landscape Capital Management, L.L.C., Fox Run Management, L.L.C., Aquatic Capital Management LLC. 17 exited: Trails Edge Capital Partners, LP, Jones Hill Capital LP, Baupost Group LLC.
- 60
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 9
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 17
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $12.2m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $329m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $2.1bn
- Combined value Sum of the holders' reported positions in the security.
- 4.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Trails Edge Capital Partners, LP | 9.1% | $38.5m |
| Jones Hill Capital LP | 8.0% | $37.5m |
| Baupost Group LLC | 0.9% | $46.5m |
| Soleus Capital Management, L.P. | 0.9% | $22.4m |
| Logos Global Management LP | 0.9% | $17.4m |
| Stempoint Capital LP | 0.7% | $3.4m |
| Farallon Capital Management, L.L.C. | 0.4% | $73.3m |
| Sofinnova Investments, Inc. | 0.1% | $2.9m |
| Burkehill Global Management, LP | 0.1% | $2.9m |
| Freestone Grove Partners LP | 0.09% | $13.1m |
| Point72 Asset Management, L.P. | 0.06% | $36.1m |
| ArrowMark Colorado Holdings LLC | 0.06% | $2.3m |
| Balyasny Asset Management L.P. | 0.06% | $29.9m |
| Ghisallo Capital Management LLC | 0.04% | $1.5m |
| Quantitative Investment Management, LLC | 0.02% | $238k |
| Atom Investors LP | 0.02% | $328k |
| Voleon Capital Management LP | 0.01% | $310k |
Ownership over time
Who discovered PCVX first? Beta
The run: Q2 2022 → Q3 2024, +425%
| Great Point Partners LLC high conviction | Q4 2021 | 5.5% | +4.7 pts |
| Soleus Capital Management, L.P. | Q1 2022 | 1.3% | +3.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.