Novo Holdings A/s 13F holdings
Novo Holdings A/s reported 25 positions with a total reported value of $1.7B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: EWTX EDGEWISE THERAPEUTICS INC (12.6%), ASML ASML HOLDING N V (11.0%), COAG HEMAB THERAPEUTICS HLDGS INC (8.9%), BN BROOKFIELD CORP (8.7%), MPLT MAPLIGHT THERAPEUTICS INC (7.7%). Against 2026-03-31 it opened 6 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 25 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| EWTX EDGEWISE THERAPEUTICS INC | 5,350,000 | $217.4M | 12.6% |
| ASML ASML HOLDING N V | 94,946 | $188.9M | 11.0% |
| COAG HEMAB THERAPEUTICS HLDGS INC | 4,180,550 | $153.6M | 8.9% |
| BN BROOKFIELD CORP | 3,496,245 | $149.5M | 8.7% |
| MPLT MAPLIGHT THERAPEUTICS INC | 3,686,622 | $132.1M | 7.7% |
| MIRM MIRUM PHARMACEUTICALS INC | 1,125,000 | $131.7M | 7.6% |
| AVLN AVALYN PHARMACEUTICALS INC | 3,883,289 | $127.8M | 7.4% |
| CRM SALESFORCE INC | 393,187 | $61.6M | 3.6% |
| AVBP ARRIVENT BIOPHARMA INC | 1,500,000 | $52.1M | 3.0% |
| ELVN ENLIVEN THERAPEUTICS INC | 1,000,000 | $50.8M | 2.9% |
| CRNX CRINETICS PHARMACEUTICALS IN | 1,320,000 | $49.4M | 2.9% |
| PHVS PHARVARIS N V | 1,400,000 | $48.4M | 2.8% |
| FND FLOOR & DECOR HLDGS INC | 797,000 | $47.3M | 2.7% |
| PCVX VAXCYTE INC | 800,000 | $46.5M | 2.7% |
| FDMT 4D MOLECULAR THERAPEUTICS IN | 3,249,178 | $43.2M | 2.5% |
| VIRIDIAN THERAPEUTICS INC | 2,135,000 | $39.2M | 2.3% |
| CLDX CELLDEX THERAPEUTICS INC NEW | 1,025,000 | $38.1M | 2.2% |
| ALMS ALUMIS INC | 1,100,000 | $31.0M | 1.8% |
| XENE XENON PHARMACEUTICALS INC | 485,438 | $29.3M | 1.7% |
| BABA ALIBABA GROUP HLDG LTD | 257,327 | $24.7M | 1.4% |
| DYN DYNE THERAPEUTICS INC | 960,394 | $21.3M | 1.2% |
| BBOT BRIDGEBIO ONCOLOGY THERAPEUT | 2,250,000 | $17.1M | 1.0% |
| INSM INSMED INC | 120,723 | $12.9M | 0.7% |
| MQ MARQETA INC | 441,558 | $7.2M | 0.4% |
| LNZA LANZATECH GLOBAL INC | 158,148 | $1.1M | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 6 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VIRIDIAN THERAPEUTICS INC | 2,000,000 | 2,135,000 | +6.8% | $39.2M |
| BBOT BRIDGEBIO ONCOLOGY THERAPEUT | 2,185,923 | 2,250,000 | +2.9% | $17.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MIRM MIRUM PHARMACEUTICALS INC | 1,325,000 | 1,125,000 | -15.1% | $131.7M |
| AVBP ARRIVENT BIOPHARMA INC | 1,942,142 | 1,500,000 | -22.8% | $52.1M |
| ELVN ENLIVEN THERAPEUTICS INC | 1,280,000 | 1,000,000 | -21.9% | $50.8M |
| PHVS PHARVARIS N V | 1,750,000 | 1,400,000 | -20.0% | $48.4M |
| CRNX CRINETICS PHARMACEUTICALS IN | 1,550,000 | 1,320,000 | -14.8% | $49.4M |
| CLDX CELLDEX THERAPEUTICS INC NEW | 1,200,000 | 1,025,000 | -14.6% | $38.1M |
| FDMT 4D MOLECULAR THERAPEUTICS IN | 3,650,737 | 3,249,178 | -11.0% | $43.2M |
| PCVX VAXCYTE INC | 860,000 | 800,000 | -7.0% | $46.5M |
CIK 1388325 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
