account_balance
Investment manager · 13F filer · SEC CIK 1388325
Novo Holdings A/s
Reported value$1.72Bas of Jun 30, 2026
Positions25 6 new, 3 sold out
Top 10 weight73.5%EWTX alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
EWTXEdgewise Therapeutics Inc
12.6%
ASMLAsml Holding N V
11.0%
COAGHemab Therapeutics Hldgs Inc
8.9%New
BNBrookfield Corp
8.7%
MPLTMaplight Therapeutics Inc
7.7%
MIRMMirum Pharmaceuticals Inc
7.6%Trimmed −15%
AVLNAvalyn Pharmaceuticals Inc
7.4%New
CRMSalesforce Inc
3.6%
AVBPArrivent Biopharma Inc
3.0%Trimmed −23%
ELVNEnliven Therapeutics Inc
2.9%Trimmed −22%
CRNXCrinetics Pharmaceuticals In
2.9%Trimmed −15%
EWTXEdgewise Therapeutics Inc
12.6%
ASMLAsml Holding N V
11.0%
COAG8.9%BN8.7%MPLT7.7%MIRM7.6%AVLN7.4%CRM3.6%AVBP3.0%ELVN2.9%CRNX2.9%
PHVS2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EWTX Edgewise Therapeutics Inc 12.6% HeldASML Asml Holding N V 11.0% HeldCOAG Hemab Therapeutics Hldgs Inc 8.9% NewBN Brookfield Corp 8.7% HeldMPLT Maplight Therapeutics Inc 7.7% HeldMIRM Mirum Pharmaceuticals Inc 7.6% Trimmed −15%AVLN Avalyn Pharmaceuticals Inc 7.4% NewCRM Salesforce Inc 3.6% HeldAVBP Arrivent Biopharma Inc 3.0% Trimmed −23%ELVN Enliven Therapeutics Inc 2.9% Trimmed −22%
CRNX Crinetics Pharmaceuticals In 2.9% Trimmed −15%
PHVS Pharvaris N V 2.8% Trimmed −20%What changed