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Nuvalent, Inc.

NUVL Healthcare
$123.96 $0 (0.00%)
Market Cap: $9.83 B
Gurus Holding
5
Popularity Rank
#1696
% of Shares Held
1.08%
Net Activity (Q2 2026)
+$79.14 M

Guru Ownership Trend

Guru Analysis for Nuvalent, Inc. (NUVL)

Nuvalent, Inc. (NUVL), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $105.88 M.

Top institutional holders include George Soros and Renaissance Technologies (RenTech).

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $79.14 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Cliff Asness reduced exposure by 22.2%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$91.41 M
Total Buy Value
New Buys 2
Additions 2
-$12.26 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for Nuvalent, Inc. (NUVL)

Major holders include George Soros ($37.05 M), Renaissance Technologies (RenTech) ($34.69 M), Paul Tudor Jones ($25.45 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 854,171 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $79.14 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited NUVL. The total reported sell value was $12.26 M.

Yes, 2 managers opened new positions in NUVL, and 2 increased their existing holdings. The total reported buy value was $91.41 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.45% New Buy 300,017 $37.05 M Q2 2026
0.05% Add 215.6% 280,900 $34.69 M Q2 2026
0.04% Add 4865.5% 206,068 $25.45 M Q2 2026
0.01% New Buy 46,306 $5.72 M Q2 2026
0.00% Reduce -22.2% 20,880 $2.58 M Q2 2026
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