Nicholas Investment Partners, LP
Position in PVLA — Palvella Therapeutics, Inc.
CIK 1389574
RANCHO SANTA FE, CA
Position in PVLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,597,904
+$4,157,191 QoQ
Shares Held
49,718
+80.1% QoQ
Ownership
0.345%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#45
of 197 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PVLA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Nicholas Investment Partners, LP holds $271,971,066 across 20 Biotechnology names. PVLA ranks #13 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RVMD |
Revolution Medicines, Inc.
|
244,594 | $45,807,564 | |
| 2 | AXSM |
Axsome Therapeutics, Inc.
|
98,974 | $24,225,865 | |
| 3 | XENE |
Xenon Pharmaceuticals Inc.
|
395,844 | $23,893,143 | |
| 4 | BBIO |
BridgeBio Pharma, Inc.
|
311,494 | $23,200,073 | |
| 5 | MIRM |
Mirum Pharmaceuticals, Inc.
|
172,695 | $20,217,403 | |
| 6 | ELVN |
Enliven Therapeutics, Inc.
|
391,529 | $19,870,096 | |
| 7 | DNTH |
Dianthus Therapeutics, Inc. /DE/
|
186,769 | $18,206,242 | |
| 8 | CYTK |
Cytokinetics Inc
|
209,071 | $17,810,758 |
All Filings in PVLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,597,904 | 49,718 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,440,713 | 27,603 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||