Which hedge funds own PMVP? PMV PHARMACEUTICALS INC, Q2 2026 13F holders
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18 of the hedge funds tracked by WhaleCreep disclosed a position in PMVP (PMV PHARMACEUTICALS INC) in their Q2 2026 13F filings, worth $24.4m in total. The largest holder by portfolio weight is Bml Capital Management, LLC at 4.1% of its book. 1 exited: Gsa Capital Partners LLP.
Who discovered PMVP first?
Earliest meaningful positions among the 8 tracked managers we observed opening PMVP since Q3 2020.
1 RA Capital Management, L.P. First reported Q3 2020 1.1%initial weight · $60.7m Exitedby Q4 2022 · held 9q -66%stock since Q3 2020
Weight of RA Capital Management, L.P.'s 13F book in PMVP, by quarter
- 1.5% peak weight, Q4 2020
- $105.2m peak reported value
- 9 quarters held
The stock's split-adjusted price moved -66% between Q3 2020 and Q3 2022, the last quarter this manager reported the position.
19 managers already held PMVP when our coverage of them began
Bml Capital Management, LLC (Q1 2026), Sio Capital Management, LLC (Q1 2026), Stonepine Capital Management, LLC (Q1 2026), Verdad Advisers, LP (Q1 2026), Eversept Partners, LP (Q1 2026), Rangeley Capital, LLC (Q1 2026), ArrowMark Colorado Holdings LLC (Q1 2026), Ikarian Capital, LLC (Q1 2026), Adar1 Capital Management, LLC (Q1 2026), Seven Fleet Capital Management LP (Q1 2026), Adage Capital Partners GP, L.L.C. (Q1 2026), Walleye Capital LLC (Q1 2026), Two Sigma Investments, LP (Q1 2026), Boothbay Fund Management, LLC (Q1 2026), Marshall Wace, LLP (Q1 2026), Deerfield Management Company, L.P. (Q1 2026), Squarepoint Ops LLC (Q1 2026), Citadel Advisors LLC (Q1 2026), Gsa Capital Partners LLP (Q1 2026).
Their first filing on record already includes PMVP, so when they first bought it is unknown. They are not ranked above.
View discovery timeline
- Established ownershipQ3 2020 – now8 new tracked holders · 1.5% of tracked managers holding now
Dots mark the ranked managers' first reported quarters. Price is the quarter-end price implied by 13F filings, split-adjusted, shown from Q1 2026 where the series is continuous. Coverage widened in Q1 2026 from about a hundred managers to over a thousand, so holders and new holders are shown relative to the managers filing each quarter.
How this is calculated
13F filings are quarterly snapshots of long US-listed equity positions. They do not show exact purchase dates, intra-quarter trading, short positions, most derivatives, or a manager's actual performance. "First reported" is the first quarter-end filing that shows the position.
A manager is ranked only if we observed it filing, without PMVP, within two quarters before its first position. Ranking is by the first quarter the position reached 1% of the manager's 13F book in a run of at least 2 filings, then by peak weight. "High conviction" means a peak weight of at least 5%.
Stock changes are the split-adjusted change in the quarter-end price implied by 13F filings, excluding dividends. They describe the stock over the period, not the return any manager earned. Phases are cut where the share of tracked managers holding PMVP passed one third and two thirds of its peak.
Which hedge funds hold PMVP? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Bml Capital Management, LLC | Q2 2026 | 4.1% | $7.1m | 5,330,000 | 0% | held |
| Sio Capital Management, LLC | Q2 2026 | 0.6% | $3.5m | 2,634,137 | -14% | reduced |
| Stonepine Capital Management, LLC | Q2 2026 | 0.5% | $718.4k | 536,086 | -24% | reduced |
| Verdad Advisers, LP | Q2 2026 | 0.5% | $485.6k | 362,361 | 101% | added |
| Eversept Partners, LP | Q2 2026 | 0.1% | $2.5m | 1,890,904 | -19% | reduced |
| Rangeley Capital, LLC | Q2 2026 | 0.1% | $133.0k | 99,240 | 48% | added |
| ArrowMark Colorado Holdings LLC | Q2 2026 | 0.1% | $2.6m | 1,959,579 | -32% | reduced |
| Ikarian Capital, LLC | Q2 2026 | 0.0% | $119.4k | 89,136 | 0% | held |
| Adar1 Capital Management, LLC | Q2 2026 | 0.0% | $269.4k | 201,008 | -13% | reduced |
| Seven Fleet Capital Management LP | Q2 2026 | 0.0% | $71.8k | 53,569 | -16% | reduced |
| Adage Capital Partners GP, L.L.C. | Q2 2026 | 0.0% | $3.2m | 2,360,000 | 27% | added |
| Walleye Capital LLC | Q2 2026 | 0.0% | $449.8k | 335,694 | 0% | held |
| Two Sigma Investments, LP | Q2 2026 | 0.0% | $2.6m | 1,954,136 | 4% | added |
| Boothbay Fund Management, LLC | Q2 2026 | 0.0% | $36.3k | 27,126 | 0% | held |
| Marshall Wace, LLP | Q2 2026 | 0.0% | $431.0k | 321,610 | -26% | reduced |
| Deerfield Management Company, L.P. | Q2 2026 | 0.0% | $11.8k | 8,790 | 0% | held |
| Squarepoint Ops LLC | Q2 2026 | 0.0% | $42.7k | 31,833 | 16% | added |
| Citadel Advisors LLC | Q2 2026 | 0.0% | $63.4k | 47,308 | 5% | added |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Gsa Capital Partners LLP | 0.0% | $19.0k |
How has hedge fund ownership of PMVP changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 18 | $24.4m |
| Q1 2026 | 20 | $24.3m |
| Q4 2025 | 1 | $35.9k |
| Q2 2025 | 1 | $2.5m |
| Q1 2025 | 1 | $2.6m |
| Q4 2024 | 1 | $3.5m |
| Q3 2024 | 1 | $3.5m |
| Q2 2024 | 1 | $3.8m |
| Q1 2024 | 2 | $4.3m |
| Q4 2023 | 3 | $15.1m |
| Q3 2023 | 2 | $21.1m |
| Q2 2023 | 2 | $13.9m |
| Q1 2023 | 3 | $7.6m |
| Q4 2022 | 2 | $20.8m |
| Q3 2022 | 4 | $50.1m |
| Q2 2022 | 4 | $57.0m |
Counts every tracked manager that disclosed PMVP in that quarter's filing, including managers that have since stopped filing.