Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| BVF INC/IL | BVF INC/IL exited a position previously worth $41,076,014. | 2026-06-30 |
| RTW INVESTMENTS, LP | RTW INVESTMENTS, LP exited a position previously worth $22,147,109. | 2026-06-30 |
| ORBIMED ADVISORS LLC | ORBIMED ADVISORS LLC reduced this position by 59% ($80,513,768 -> $33,331,787). | 2026-06-30 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | ADAGE CAPITAL PARTNERS GP, L.L.C. reduced this position by 94% ($44,893,585 -> $2,598,435). | 2026-06-30 |
| TANG CAPITAL MANAGEMENT LLC | TANG CAPITAL MANAGEMENT LLC reduced this position by 56% ($88,823,380 -> $39,399,813). | 2026-06-30 |
| MONTANOVA CAPITAL, LLC | MONTANOVA CAPITAL, LLC reduced this position by 59% ($75,686,035 -> $30,881,538). | 2026-06-30 |
| Vivo Capital, LLC | Vivo Capital, LLC reduced this position by 66% ($50,495,515 -> $16,987,961). | 2026-06-30 |
| ENAVATE SCIENCES GP, LLC | ENAVATE SCIENCES GP, LLC reduced this position by 59% ($41,199,314 -> $17,056,049). | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| TANG CAPITAL MANAGEMENT LLC | $39,399,813 | 17,990,782 |
| ORBIMED ADVISORS LLC | $33,331,787 | 15,219,994 |
| MONTANOVA CAPITAL, LLC | $30,881,538 | 14,101,159 |
| ENAVATE SCIENCES GP, LLC | $17,056,049 | 7,788,150 |
| Vivo Capital, LLC | $16,987,961 | 7,757,060 |
| VANGUARD CAPITAL MANAGEMENT LLC | $13,400,133 | 6,118,782 |
| Palo Alto Investors LP | $12,771,670 | 5,831,813 |
| MILLENNIUM MANAGEMENT LLC | $10,322,011 | 4,713,247 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $8,258,560 | 3,771,032 |
| Qube Research & Technologies Ltd | $8,075,601 | 3,687,489 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
Blue Owl Capital Holdings LP’s portfolio moves, tracked quarter by quarter, based on its SEC Form 13F filings. These filings offer a quarterly snapshot of U.S. equity holdings for institutional investment managers, revealing what a fund added, trimmed, or exited entirely. They do not show exact trade dates or the reasoning behind a move, but … Read more