Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NOVO HOLDINGS A/S (CIK 1388325) reported $1.23B across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EWTX ($168.5M, 13.65%), BN ($141.5M, 11.46%), ASML ($125.4M, 10.16%), MIRM ($122.4M, 9.92%), ($74.9M, 6.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EWTX | EDGEWISE THERAPEUTICS INC | $168.5M | 13.65% | 5.3M | Hold |
| 2 | BN | BROOKFIELD CORP | $141.5M | 11.46% | 3.5M | Hold |
| 3 | ASML | ASML HOLDING N V | $125.4M | 10.16% | 94,946 | Trimmed |
| 4 | MIRM | MIRUM PHARMACEUTICALS INC | $122.4M | 9.92% | 1.3M | Added |
| 5 | MAPLIGHT THERAPEUTICS INC | $74.9M | 6.07% | 3.7M | Hold | |
| 6 | CRM | SALESFORCE INC | $73.4M | 5.95% | 393,187 | Added |
| 7 | CRNX | CRINETICS PHARMACEUTICALS IN | $56.3M | 4.56% | 1.6M | Trimmed |
| 8 | ELVN | ENLIVEN THERAPEUTICS INC | $50.2M | 4.07% | 1.3M | Trimmed |
| 9 | PCVX | VAXCYTE INC | $50.0M | 4.05% | 860,000 | Trimmed |
| 10 | PHVS | PHARVARIS N V | $49.4M | 4.01% | 1.8M | Hold |
| 11 | AVBP | ARRIVENT BIOPHARMA INC | $44.8M | 3.63% | 1.9M | Hold |
| 12 | VRDN | VIRIDIAN THERAPEUTICS INC | $39.1M | 3.17% | 2.0M | Trimmed |
| 13 | CLDX | CELLDEX THERAPEUTICS INC NEW | $38.1M | 3.08% | 1.2M | Hold |
| 14 | APGE | APOGEE THERAPEUTICS INC | $37.9M | 3.07% | 450,000 | Trimmed |
| 15 | BMRN | BIOMARIN PHARMACEUTICAL INC | $37.3M | 3.02% | 660,000 | Hold |
| 16 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $34.0M | 2.75% | 3.7M | Hold |
| 17 | BABA | ALIBABA GROUP HLDG LTD | $32.3M | 2.62% | 257,327 | Hold |
| 18 | XENE | XENON PHARMACEUTICALS INC | $28.2M | 2.29% | 485,438 | New |
| 19 | BRIDGEBIO ONCOLOGY THERAPEUT | $19.6M | 1.59% | 2.2M | Added | |
| 20 | VALN | VALNEVA SE | $6.6M | 0.54% | 1.1M | Trimmed |
| 21 | LNZAW | LANZATECH GLOBAL INC | $2.5M | 0.21% | 158,148 | Hold |
| 22 | MQ | MARQETA INC | $1.8M | 0.15% | 441,558 | Hold |
| 23 | IOBT | IO BIOTECH INC | $0 | 0.00% | 0 | Exited |
| 24 | ZBIO | ZENAS BIOPHARMA INC | $0 | 0.00% | 0 | Exited |
| 25 | INSM | INSMED INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31