SEC 13F Intelligence

M28 Capital Management LP / IVVD

M28 Capital Management LP’s Invivyd Inc Position

Does M28 Capital Management LP own Invivyd Inc (IVVD)? Yes — 9.25M shares worth $12M (+22.35% of its 13F portfolio) as of Q1 2026.

Position Value
$12M
Q1 2026
Shares
9.25M
% of Portfolio
+22.35%
Quarters Held
18
currently held

Position History IVVD

Reported value by quarter
Q4 ’21: $41MQ4 ’21Q1 ’22: $29MQ2 ’22: $21MQ3 ’22: $29MQ3 ’22Q4 ’22: $14MQ1 ’23: $11MQ2 ’23: $10MQ2 ’23Q3 ’23: $16MQ4 ’23: $36MQ1 ’24: $41MQ1 ’24Q2 ’24: $10MQ3 ’24: $9MQ4 ’24: $4MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ3 ’25: $10MQ3 ’25Q4 ’25: $23MQ1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.25M$12M+22.35%
Q4 20259.25M$23M+16.60%
Q3 20259.25M$10M+14.96%
Q2 20259.25M$7M+11.28%
Q1 20259.25M$6M+7.67%
Q4 20249.25M$4M+4.02%
Q3 20249.25M$9M+10.37%
Q2 20249.25M$10M+13.19%
Q1 20249.25M$41M+30.34%
Q4 20239.25M$36M+30.19%
Q3 20239.25M$16M+18.03%
Q2 20239.25M$10M+12.83%
Q1 20239.25M$11M+12.55%
Q4 20229.25M$14M+13.22%
Q3 20229.25M$29M+30.22%
Q2 20226.40M$21M+23.53%
Q1 20226.40M$29M+26.83%
Q4 20215.67M$41M+32.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M28 Capital Management LP’s full portfolio or all institutional holders of IVVD.