Maravai Lifesciences Hldgs-a (MRVI) — Smart Money Tracker (13F, Q2 2026)

MRVI ranks #3255 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MRVI is a disclosed holding of Israel Englander (Millennium Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

MRVI is a top-conviction position for 12 West Capital Management LP — at 8.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MRVI belongs to Gtcr LLC, but the position matters far more to 12 West Capital Management LP, who has 8.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Braidwell LP has added to its MRVI position for two straight quarters, increasing it by $27.2M to reach $54.3M today.

Alliancebernstein L.p. has trimmed its MRVI position for two straight quarters, cutting it by $157.1K while still holding $397.3K.

MRVI is down 1.1% today, but institutions show net buying of $181.9M this quarter — a divergence between today's price move and the underlying institutional flow.

MRVI reported a net loss of $77.4M over the trailing twelve months.

• Not yet profitable — net loss of $77.4M over the trailing twelve months
• Revenue declined 5.0% year over year
• Net income improved year over year, from -$192.8M to -$77.4M
• Operating cash flow was negative, using $57.6M in cash
• Current ratio of 6.60x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.87x equity — within a conventional range