Vivo Capital, LLC DBVT — DBV Technologies SA

Ownership history in Vivo Capital, LLC  ·  5 quarters on record

AI Ownership Summary

Vivo Capital, LLC reported DBV Technologies SA (DBVT) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 4.65% in 2026 Q1. The latest visible filing shows DBVT at 4.65% 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 DBVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vivo Capital, LLC's position in DBV Technologies SA, 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
2026 Q1

DBVT was reported at 4.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.65% in 2026 Q1

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 2026 Q1

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.

DBVT stock page Vivo Capital, LLC fund profile Vivo Capital, LLC full holdings
How Vivo Capital, LLC held DBVT — position size vs. price
% of Fund (quarterly)    DBVT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,667,569 +205,943 +8.4% 4.65% $55.7M 2026-05-15 $19.65
2025 Q4 ADDED — — — 2,461,626 +1,407,120 +133.4% 3.05% $47.2M 2026-02-13 $20.90
2025 Q3 UNCHANGED — — — 1,054,506 — 0% 0.85% $10.5M 2025-11-14 $13.24
2025 Q2 ADDED — — — 1,054,506 +1,022,486 +3193.3% 0.99% $9.7M 2025-08-14 $9.82
2024 Q4 INITIATED — — — 32,020 — — 0.01% $99K 2025-02-13 $4.35

🏢 Other funds also holding DBVT

As of 2026 Q1 — sorted by position size

MPM BioImpact LLC 3Y 8.41% Patient Square Capital LP 3Y 2.57% Ishara Investments LP 2.03% Elmind Capital, LP 1.57% Yiheng Capital Management, L.P. 3Y 7Y 1.54% Octagon Capital Advisors LP 3Y 1.33% ADAR1 Capital Management, LLC 1.25% Siren, L.L.C. 1.08% Atika Capital Management LLC 3Y 7Y 0.71% Redmile Group, LLC 3Y 7Y 0.68%

FAQ About Vivo Capital, LLC and DBVT

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

How long has Vivo Capital, LLC reported owning DBVT?

Vivo Capital, LLC reported DBVT across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DBVT position in Vivo Capital, LLC's portfolio?

The largest reported portfolio weight for DBVT was 4.65% in 2026 Q1.

What is the latest reported DBVT position on this page?

The most recent filing on this page is 2026 Q1, when Vivo Capital, LLC reported 2,667,569 shares, equal to 4.65% of portfolio, with an estimated market value of $55.7M.

What does the chart on this DBVT ownership page compare?

The chart compares Vivo Capital, LLC's quarterly DBVT 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.

How well did Vivo Capital, LLC time their DBVT position?

Based on 13F filing dates vs. subsequent DBVT price moves, Vivo Capital, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DBVT relative to SPY over the holding period was +183.5%.

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