Sinovac Biotech
SVA on Nasdaq. Market value n/a.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 29 funds in all.
Largest holders overall
- Orbimed Advisors$184m
- Vivo Capital$38m
- Neumann Advisory Hong Kong$2m
- Susquehanna International Group, LLP$106,302
- Morgan Stanley$59,174
- Wells Fargo & Company$29,632Cut
- UBS Group AG$16,039Added
- Harbour Investments$503Cut
- Horizon Investments$336Cut
- Spark Investment Management$0
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
6 investors own more than 5%; 4 of them are pushing for change.
- 1Globe Capital LLCat least 32.3%0.0 pts(filed with 2 related holders)Since 10 September 2025
What they said
Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On July 25, 2025, Vivo Capital Surplus Fund VIII, L.P. ("Vivo Fund VIII") filed an amended complaint (the "Amended Complaint") with the U.S. District Court for the Commonwealth of Massachusetts in the…
Read the filing - SAIF Partners IV L.P.Activistat least 15.0%0.0 pts(filed with 2 related holders)Since 15 December 2025
- Weidong Yin8.8%0.0 ptsSince 10 July 2025
What they said
Item 4 is hereby amended and supplemented to add the following: The Issuer announced on July 10, 2025 a new board of directors of the Issuer (the "Board"), comprising Mr. Simon Anderson, Mr. Shan Fu, Mr. Shuge Jiao, Mr. Chiang Li, Mr. Yuk Lam Lo, Mr. Yumin Qiu, Mr. Yu Wang, Ms.…
Read the filing - Advantech Capital L.P.ActivistWants board seatsat least 8.1%0.0 pts(filed with 3 related holders)Since 8 July 2025
What they said
Item 4 is hereby supplemented and amended by adding the following: On July 7, 2025, the High Court of Antigua and Barbuda granted an interim injunction prohibiting the Reporting Persons and certain other shareholders from voting their shares at the Special Meeting (the…
Read the filing - Vivo Capital IX, LLCActivistWants board seatsat least 6.3%+4.4 pts(filed with 1 related holder)Since 11 July 2025
What they said
Item 4 is hereby supplemented and amended by adding the following: On May 19, 2025, the Issuer gave notice of a Special Meeting of Shareholders to be held on July 8, 2025 and announced an intention to exclude shares held by the Reporting Persons and another investor from the…
Read the filing - Vivo Capital IX, LLCActivist6.3%0.0 ptsSince 11 June 2025
What they said
Item 4 is hereby supplemented and amended by adding the following: On June 11, 2025, Vivo Capital, an affiliate of the Reporting Persons, issued a press release disclosing a letter to all Issuer shareholders (the "Letter"). The Letter addresses a number of statements in the…
Read the filing
| Holder | Stake | Since | |
|---|---|---|---|
1Globe Capital LLC | at least 32.3%0.0 pts (filed with 2 related holders) | 10 September 2025 | What they saidItem 4 of the Schedule 13D is hereby amended and supplemented as follows: On July 25, 2025, Vivo Capital Surplus Fund VIII, L.P. ("Vivo Fund VIII") filed an amended complaint (the "Amended Complaint") with the U.S. District Court for the Commonwealth of Massachusetts in the… Read the filing |
SAIF Partners IV L.P. Activist | at least 15.0%0.0 pts (filed with 2 related holders) | 15 December 2025 | |
Weidong Yin | 8.8%0.0 pts | 10 July 2025 | What they saidItem 4 is hereby amended and supplemented to add the following: The Issuer announced on July 10, 2025 a new board of directors of the Issuer (the "Board"), comprising Mr. Simon Anderson, Mr. Shan Fu, Mr. Shuge Jiao, Mr. Chiang Li, Mr. Yuk Lam Lo, Mr. Yumin Qiu, Mr. Yu Wang, Ms.… Read the filing |
Advantech Capital L.P. Activist Wants board seats | at least 8.1%0.0 pts (filed with 3 related holders) | 8 July 2025 | What they saidItem 4 is hereby supplemented and amended by adding the following: On July 7, 2025, the High Court of Antigua and Barbuda granted an interim injunction prohibiting the Reporting Persons and certain other shareholders from voting their shares at the Special Meeting (the… Read the filing |
Vivo Capital IX, LLC Activist Wants board seats | at least 6.3%+4.4 pts (filed with 1 related holder) | 11 July 2025 | What they saidItem 4 is hereby supplemented and amended by adding the following: On May 19, 2025, the Issuer gave notice of a Special Meeting of Shareholders to be held on July 8, 2025 and announced an intention to exclude shares held by the Reporting Persons and another investor from the… Read the filing |
Vivo Capital IX, LLC Activist | 6.3%0.0 pts | 11 June 2025 | What they saidItem 4 is hereby supplemented and amended by adding the following: On June 11, 2025, Vivo Capital, an affiliate of the Reporting Persons, issued a press release disclosing a letter to all Issuer shareholders (the "Letter"). The Letter addresses a number of statements in the… Read the filing |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
We have no insider filings for this company yet.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.