Sio Capital discloses 4.94% PMV Pharmaceuticals (PMVP) stake below 5% threshold

Rhea-AI Filing Summary

Sio Capital Management, LLC, a Delaware investment adviser, reports beneficial ownership of 2,634,137 shares of PMV Pharmaceuticals, Inc. common stock as of June 30, 2026. This represents 4.94% of the class, based on 53,331,766 shares of common stock outstanding as of May 12, 2026.

Sio has shared voting and dispositive power over all 2,634,137 shares and no sole voting or dispositive power. The shares are held by various client funds for which Sio is investment adviser, with oversight by Sio GP, LLC, and control relationships involving Michael Castor, whose beneficial ownership is expressly disclaimed.

Item 5 states that the reporting person’s holdings constitute 5 percent or less of the issuer’s outstanding common stock.

Key Figures

Shares beneficially owned: 2,634,137 shares Percent of class: 4.94% Shares outstanding baseline: 53,331,766 shares +3 more

6 metrics

Shares beneficially owned 2,634,137 shares Beneficially owned by Sio Capital Management, LLC as of June 30, 2026

Percent of class 4.94% Portion of PMV Pharmaceuticals, Inc. common stock beneficially owned by Sio Capital

Shares outstanding baseline 53,331,766 shares Shares of common stock outstanding as of May 12, 2026, from the issuer’s Form 10-Q

Shared voting power 2,634,137 shares Shares over which Sio Capital has shared power to vote or direct the vote

Sole voting power 0 shares Shares over which Sio Capital has sole power to vote or direct the vote

Shared dispositive power 2,634,137 shares Shares over which Sio Capital has shared power to dispose or direct disposition

Key Terms

beneficial owner, dispositive power, shared voting power, registered investment adviser, +1 more

5 terms

beneficial owner regulatory

"may be deemed to be the beneficial owner of the Common Stock"

A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.

dispositive power regulatory

"shared power to dispose or to direct the disposition of: 2,634,137"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

shared voting power regulatory

"Shared Voting Power 2,634,137.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

registered investment adviser financial

"Sio is a registered investment adviser to certain affiliated funds"

A registered investment adviser (RIA) is a firm or individual legally registered with regulators to give personalized investment advice and manage clients' money, with a duty to put clients’ interests ahead of their own. Think of an RIA as a licensed financial guide who must disclose fees, conflicts and how they are paid; that transparency and legal duty matter to investors because it reduces the risk of hidden costs or biased recommendations.

Section 13(d) of the Exchange Act regulatory

"for purposes of Section 13(d) of the Exchange Act, or for any other purpose"

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 07/28/2026 - 04:48 PM Accepted by SEC EDGAR 07/28/2026 - 04:48 PM Learn about SEC filing dates

FAQ

What percentage of PMVP common stock does Sio Capital Management, LLC report owning?

Sio Capital Management, LLC reports beneficial ownership of 4.94% of PMV Pharmaceuticals, Inc. common stock. This corresponds to 2,634,137 shares, calculated using 53,331,766 shares outstanding as of May 12, 2026, as referenced in the issuer’s Form 10-Q.

How many PMVP shares does Sio Capital Management, LLC beneficially own?

Sio Capital Management, LLC beneficially owns 2,634,137 shares of PMV Pharmaceuticals, Inc. common stock. These shares are held by affiliated client funds, over which Sio has shared voting and dispositive power rather than sole control, according to the ownership disclosure.

Does Sio Capital have sole or shared voting power over its PMVP shares?

Sio Capital has shared voting power over 2,634,137 shares of PMV Pharmaceuticals, Inc. and no sole voting power. It likewise has shared dispositive power over the same number of shares, reflecting its role as investment adviser to client funds.

What does Item 5 indicate about Sio Capital’s ownership level in PMVP (ticker PMVP)?

Item 5 indicates that Sio Capital’s holdings represent 5 percent or less of PMV Pharmaceuticals, Inc. common stock. The reported ownership is 4.94%, placing the position below the 5% threshold often used for significant beneficial ownership reporting.

On what share count is Sio Capital’s 4.94% PMVP ownership based?

The 4.94% beneficial ownership reported by Sio Capital is based on 53,331,766 shares of PMV Pharmaceuticals, Inc. common stock outstanding. This outstanding share figure is taken from the issuer’s Form 10-Q dated May 12, 2026, as referenced in the disclosure.

Who ultimately controls voting and dispositive decisions for Sio Capital’s PMVP holdings?

Sio Capital and Sio GP, LLC oversee the voting and dispositive decisions for the PMVP shares held by client funds. The disclosure states that Michael Castor controls both entities and thus may be deemed to control such decisions, while expressly disclaiming beneficial ownership.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 4)

PMV Pharmaceuticals, Inc.

(Name of Issuer)

Common stock, par value $0.00001 per share

(Title of Class of Securities)

69353Y103

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 69353Y103

1

Names of Reporting Persons

Sio Capital Management, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 2,634,137.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,634,137.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,634,137.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.94 %

12

Type of Reporting Person (See Instructions)

IA

Comment for Type of Reporting Person: 1 As of June 30, 2026, Sio Capital Management, LLC beneficially owned 2,634,137 shares of Common Stock with shared voting power and shared dispositive power. 2 Based on 53,331,766 shares of common stock outstanding as of May 12, 2026, as reported in the Issuer's Form 10-Q filed with the SEC on May 12, 2026.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: PMV Pharmaceuticals, Inc.
(b)	Address of issuer's principal executive offices: 400 Alexander Park Drive Suite 301, Princeton NJ 08540
Item 2.
(a)	Name of person filing: This Statement is filed on behalf of Sio Capital Management, LLC (the "Reporting Person" or "Sio") Sio is a registered investment adviser to certain affiliated funds that directly hold the shares of Common Stock to which this statement relates for the benefit of their respective investors, and in such capacity Sio has voting and dispositive power over such shares.
(b)	Address or principal business office or, if none, residence: 600 Third Avenue, 2nd Floor New York, New York 10016
(c)	Citizenship: Sio is a Delaware limited liability company.
(d)	Title of class of securities: Common stock, par value $0.00001 per share
(e)	CUSIP No.: 69353Y103
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 2,634,137
(b)	Percent of class: 4.94 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 2,634,137 - Refer to footnote 3
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 2,634,137 - Refer to footnote 3 3 Sio and Sio GP, LLC (the "GP") act as investment advisor and general partner, respectively, to various clients that are the record owners of the Common Stock reported on this Schedule 13G. Because Sio's investment discretion with respect to such clients is subject to oversight by the GP, the GP may be deemed to be the beneficial owner of the Common Stock of the Issuer owned by such clients. In addition, both Sio and the GP are controlled by Michael Castor. As such, he may be deemed to control the voting and dispositive decisions with respect to, and therefore be the beneficial owner of, the shares of Common Stock reported on this Schedule 13G. Neither the filing of this Schedule 13G nor any of its contents shall be deemed to constitute an admission by the GP or Michael Castor that such person is the beneficial owner of any of the equity securities referred to herein for purposes of Section 13(d) of the Exchange Act, or for any other purpose, and such beneficial ownership is expressly disclaimed.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Sio Capital Management, LLC

Signature:	/s/ Jin W. Lee
Name/Title:	Chief Compliance Officer
Date:	07/15/2026