6-K ·Filed May 8, 2026
Notable filing: 6-K
Actionable Insight • Neutral
This passive stake crossing 5% is unlikely to drive share price action. Monitor for any subsequent Schedule 13D filing or public statements indicating activist intent, but the structure (foundation-owned, long-term oriented) suggests passive investment.
Final — all horizons settled through T+60d
GNMSF ▲ +11.71% at T+60d
NEUTRAL call +11.71% · α vs SPY +7.32% · entry $259.60 → $290.00
T+1d
+1.94%
call +1.94% · α +2.08%
$264.64
settled 6mo ago
T+5d
+2.18%
call +2.18% · α +2.27%
$265.27
settled 6mo ago
T+20d
-4.08%
call -4.08% · α -3.78%
$249.00
settled 5mo ago
T+60d
+11.71%
call +11.71% · α +7.32%
$290.00
settled 3mo ago
Price Chart
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Executive Summary
Orbis Investment Management Limited disclosed a 5.08% passive stake in Genmab A/S, up from the previous 4.85% holding. This is a routine major shareholder notification with no offer or activist intent indicated.
Key Facts
- Orbis Investment Management Limited holds 3,166,357 shares, representing 5.08% of Genmab's share capital and voting rights.
- Previous holding was 4.85% (crossed 5% threshold on May 8, 2026).
- The stake is held directly in shares, with no financial instruments or derivatives.
- Ultimate controlling entity is the Allan & Gill Gray Foundation through Orbis Allan Gray, Orbis Holdings, and Orbis Investment Management.
Financial Impact
No financial terms disclosed; passive stake increase only.
Risk Factors
- Possible future activist engagement if Orbis files Schedule 13D.
- No material event beyond threshold crossing.
Market Snapshot
Exchange
OTC
Sector
Pharmaceutical Preparations
Analyst Consensus
70% bullish (27 analysts)
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001434265-26-000078 |
| Document: gmab_20260508xex99d1.htm | 0001434265-26-000078 |
| Document: gmab_20260508xex99d2.htm | 0001434265-26-000078 |
| Document: 0001434265-26-000078-index-headers.html | 0001434265-26-000078 |
| Document: 0001434265-26-000078-index.html | 0001434265-26-000078 |
| Document: 0001434265-26-000078.txt | 0001434265-26-000078 |
10 reports for GNMSF
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
May 29, 2026 21w ago | 6-K | $251.55 $262.00 | ▲ +4.15% | ▲ +5.45% | $447.55 (+77.92%) |
May 13, 2026 23w ago | 6-K | $268.24 $249.00 | ▼ −7.17% | ▼ −6.56% | $447.55 (+66.85%) |
May 12, 2026 23w ago | 6-K | $264.64 $249.00 | ▼ −5.91% | ▼ −4.18% | $447.55 (+69.12%) |
May 8, 2026 24w ago | 6-K | $259.60 $249.00 | ▼ −4.08% | ▼ −3.78% | $447.55 (+72.40%) |
Apr 17, 2026 27w ago | 6-K | $281.75 $265.27 | ▼ −5.85% | ▼ −11.22% | $447.55 (+58.85%) |
Apr 17, 2026 27w ago | 6-K | $281.75 $265.27 | ▼ −5.85% | ▼ −11.22% | $447.55 (+58.85%) |
Apr 14, 2026 28w ago | 6-K | $273.25 $259.60 | ▼ −5.00% | ▼ −11.29% | $447.55 (+63.79%) |
Apr 1, 2026 29w ago | 6-K | $265.00 $255.25 | ▼ −3.68% | ▼ −13.40% | $447.55 (+68.89%) |
Apr 1, 2026 29w ago | 6-K | $265.00 $255.25 | ▼ −3.68% | ▼ −13.40% | $447.55 (+68.89%) |
Mar 30, 2026 30w ago | 6-K | $265.00 $255.25 | ▼ −3.68% | ▼ −13.10% | $447.55 (+68.89%) |
Showing 10 of 10
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