1 tracked superinvestor hold NOVAVAX INC (NVAX), worth $31M combined, led by Philippe Laffont. Smart money is accumulating NVAX as of the latest 13F filings.
Current price
$9.40
+31.4%
1Y
Novavax, Inc., a biotechnology company, focuses on the discovery, development, and commercialization of vaccines to prevent serious infectious diseases and address health needs. The company's vaccine candidates include NVX-CoV2373, a coronavirus vaccine candidate that is in two Phase III trials, one Phase IIb trial, and one Phase I/II trial; NanoFlu, a nanoparticle seasonal quadrivalent influenza…
Market cap
$1.3B
P/E
3.12
Div yield
0.0%
Revenue YoY
64.7%
Analyst target
$18
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$31M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating NVAX: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
NOVAVAX INC (NVAX) is held by 1 tracked funds worth $31M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Philippe Laffont at 0.1% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Philippe Laffont), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 0.1% | $31M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own NVAX?
1 tracked funds hold NOVAVAX INC (NVAX), the largest being Philippe Laffont (Coatue Management) at 0.1% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling NVAX?
In the most recent 13F quarter, 1 tracked fund added or opened NVAX and 0 trimmed it, including 1 brand-new position.
How much NVAX do tracked funds hold?
Combined disclosed long exposure to NVAX across tracked superinvestors is $31M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.