PVLA β€” PALVELLA THERAPEUTICS INC NE

Ownership history in SUVRETTA CAPITAL MANAGEMENT, LLC  Β·  5 quarters on record

AI Ownership Summary

SUVRETTA CAPITAL MANAGEMENT, LLC reported PALVELLA THERAPEUTICS INC NE (PVLA) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.91% in 2025 Q4. The latest visible filing shows PVLA at 1.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PVLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SUVRETTA CAPITAL MANAGEMENT, LLC's position in PALVELLA THERAPEUTICS INC NE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PVLA was reported at 1.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.91% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SUVRETTA CAPITAL MANAGEMENT, LLC held PVLA β€” position size vs. price
% of Fund (quarterly)    PVLA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 892,400 +70,000 +8.5% 1.91% $93.4M 2026-02-14 (Est.) $81.54
2025 Q3 ADDED 822,400 +107,937 +15.1% 1.32% $51.6M 2025-11-14 $83.72
2025 Q2 UNCHANGED 714,463 β€” 0% 0.49% $16.1M 2025-08-14 $46.10
2025 Q1 UNCHANGED 714,463 β€” 0% 0.74% $20.0M 2025-05-15 $21.61
2024 Q4 INITIATED 714,463 β€” β€” 0.29% $8.6M 2025-02-14 $19.55

FAQ About SUVRETTA CAPITAL MANAGEMENT, LLC and PVLA

These are the practical questions this page is built to answer before you even open the full history table.

How long has SUVRETTA CAPITAL MANAGEMENT, LLC reported owning PVLA?

SUVRETTA CAPITAL MANAGEMENT, LLC reported PVLA across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported PVLA position in SUVRETTA CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for PVLA was 1.91% in 2025 Q4.

What is the latest reported PVLA position on this page?

The most recent filing on this page is 2025 Q4, when SUVRETTA CAPITAL MANAGEMENT, LLC reported 892,400 shares, equal to 1.91% of portfolio, with an estimated market value of $93.4M.

What does the chart on this PVLA ownership page compare?

The chart compares SUVRETTA CAPITAL MANAGEMENT, LLC's quarterly PVLA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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