Immatics N.V.

IMTX

Held by 3 specialist biotech funds

High Convergence

Share on X

Fund Holdings

3 fund convergence

Baker Bros. Advisors Perceptive Advisors RTW Investments

Catalysts

No catalysts tracked.

Activist Filings

SC 13G/ABaker Bros. Advisors9.9%Nov 14, 2025

SC 13G/ABaker Bros. Advisors8.4%Aug 14, 2025

SC 13G/A

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 12,094,094Value: $127.0M

**Signal Note: Baker Bros. Initiates Large Position in Immatics N.V. (IMTX)** Baker Bros.' new ~12.1M share position in Immatics is a high-conviction bet on the company's TCR-based immunotherapy pipeline, most notably lead asset **IMA401** (TCER bispecific targeting MAGEA4/8 in solid tumors) entering clinical development, alongside partnered programs with BMS (IMA401) and GSK generating substantial non-dilutive capital. **Note: The reported position value of ~$127B appears to be a data error**—at recent share prices (~$10-11), this stake is likely worth ~$120-130M, which would still represent a meaningful ~5-8% ownership stake and a strong endorsement from the most concentrated biotech-specialist fund in the space. Key catalysts include clinical data readouts from the

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Insider Signals

No insider signals tracked.

Also Held by These Funds

CNTA3 funds IRON3 funds SYRE3 funds CELC3 funds IMVT3 funds KOD3 funds KYMR3 funds AAVXF

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: Perceptive Advisors Initiates $109M Position in Immatics Edelman's entry into IMTX signals conviction in the company's TCR-engineered T-cell platform, likely driven by upcoming clinical data readouts—particularly PRAME-directed IMM760 in melanoma and solid tumors (Phase 2 expected 2024-2025) and WT1-directed programs. The $109M stake size suggests confidence in multiple near-term catalysts and the differentiated mechanism versus CAR-T approaches that dominate current cell therapy portfolios.