Dyne Therapeutics Inc.

DYN

Held by 5 specialist biotech funds

High Convergence

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Fund Holdings

5 fund convergence

Baker Bros. Advisors OrbiMed Advisors Perceptive Advisors

Position Trend

Feb 13, 2026

$13.3M

1 fund

Feb 17, 2026

$144.9M

4 funds

+989% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Activist Filings

SC 13G/ARA Capital Management0.0%Nov 14, 2025

SC 13G/ARA Capital Management8.5%May 15, 2025

SC 13G/A

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 813,449Value: $15.9M

**Baker Bros. Initiates Major Position in Dyne Therapeutics (DYN)** Baker Bros. building a significant new position in DYN is a high-conviction signal given their concentrated, specialist approach and strong track record in biotech. Dyne's lead asset, DYNE-101 (an anti-DMPK antibody-oligonucleotide conjugate for myotonic dystrophy type 1), reported promising Phase 1/2 ACHIEVE data showing dose-dependent splicing correction and functional improvements, with pivotal-stage readouts expected to be key catalysts. **Note:** The reported position value of ~$15.9B appears to be a data error — 813,449 shares at recent prices (~$19-20/share) would be worth roughly $15.9M, which is more consistent with an initial building position in a ~$1.5B market cap

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Insider Signals

No insider signals tracked.

Also Held by These Funds

AAVXF4 funds ARGX4 funds IRON4 funds PRAX4 funds CELC4 funds EWTX4 funds INSM4 funds RVMD

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: OrbiMed Initiates $43.1M Position in Dyne Therapeutics OrbiMed's new 2.2M share stake in DYN signals confidence in the company's RNA therapeutic platform for neuromuscular diseases, particularly DMD (Duchenne muscular dystrophy) where Dyne is advancing exon-skipping candidates. The timing likely reflects anticipated near-term clinical readouts or regulatory feedback expected over the next 12-24 months, as the RNA space has demonstrated clinical proof-of-concept in similar indications. Given OrbiMed's track record in early-to-clinical biotech investments, this suggests institutional conviction around trial progress and potential value inflection points.