Filed: 2/14/2025ACC: 0000950123-25-002801
📋 What this filing means
NOVO HOLDINGS A/S filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $1.65B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$1.65B
Total AUM (reported)
74.94M
Total Shares
Allocation by class
COM$753.30M45.6%
TOTAL STK MKT$300.98M18.2%
CL A$205.93M12.5%
CL A LTD VT SH$160.79M9.7%
N Y REGISTRY SHS$114.94M7.0%
COM PAR $.01$50.03M3.0%
SPONSORED ADS$38.35M2.3%
Portfolio Concentration
Top 3$599.33M36.3%
4–10$588.52M35.6%
11–25$418.11M25.3%
Rest$45.77M2.8%
Top 3 weight
36.3%
Top 10 weight
71.9%
Voting Authority Distribution
Total shares with voting rights: 74.94M
Sole
Full voting authority
74.94M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
VANGUARD INDEX FDS
SOLEShares1.04M
TypeSH
Market value$300.98M
18.22%
Sole
1.04M
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares2.80M
TypeSH
Market value$160.79M
9.73%
Sole
2.80M
Shared
0.00
None
0.00
TEMPUS AI INC
SOLEShares4.07M
TypeSH
Market value$137.55M
8.33%
Sole
4.07M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares5M
TypeSH
Market value$133.50M
8.08%
Sole
5M
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares165.84K
TypeSH
Market value$114.94M
6.96%
Sole
165.84K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares293.90K
TypeSH
Market value$98.26M
5.95%
Sole
293.90K
Shared
0.00
None
0.00
RECURSION PHARMACEUTICALS IN
SOLEShares10.11M
TypeSH
Market value$68.37M
4.14%
Sole
10.11M
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC
SOLEShares1.50M
TypeSH
Market value$62.02M
3.76%
Sole
1.50M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares750K
TypeSH
Market value$61.40M
3.72%
Sole
750K
Shared
0.00
None
0.00
INSMED INC
SOLEShares724.67K
TypeSH
Market value$50.03M
3.03%
Sole
724.67K
Shared
0.00
None
0.00
CRINETICS PHARMACEUTICALS IN
SOLEShares960.22K
TypeSH
Market value$49.10M
2.97%
Sole
960.22K
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares2.25M
TypeSH
Market value$43.13M
2.61%
Sole
2.25M
Shared
0.00
None
0.00
ARRIVENT BIOPHARMA INC
SOLEShares1.52M
TypeSH
Market value$40.51M
2.45%
Sole
1.52M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares452.33K
TypeSH
Market value$38.35M
2.32%
Sole
452.33K
Shared
0.00
None
0.00
PHARVARIS N V
SOLEShares1.73M
TypeSH
Market value$33.07M
2.00%
Sole
1.73M
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares490K
TypeSH
Market value$32.21M
1.95%
Sole
490K
Shared
0.00
None
0.00
MERUS N V
SOLEShares750K
TypeSH
Market value$31.54M
1.91%
Sole
750K
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares1M
TypeSH
Market value$25.27M
1.53%
Sole
1M
Shared
0.00
None
0.00
CARGO THERAPEUTICS INC
SOLEShares1.66M
TypeSH
Market value$23.99M
1.45%
Sole
1.66M
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC
SOLEShares2.50M
TypeSH
Market value$23.55M
1.43%
Sole
2.50M
Shared
0.00
None
0.00
LANZATECH GLOBAL INC
SOLEShares15.81M
TypeSH
Market value$21.67M
1.31%
Sole
15.81M
Shared
0.00
None
0.00
BLUEPRINT MEDICINES CORP
SOLEShares175K
TypeSH
Market value$15.26M
0.92%
Sole
175K
Shared
0.00
None
0.00
ROCKET PHARMACEUTICALS INC
SOLEShares1.10M
TypeSH
Market value$13.83M
0.84%
Sole
1.10M
Shared
0.00
None
0.00
VERVE THERAPEUTICS INC
SOLEShares2.40M
TypeSH
Market value$13.54M
0.82%
Sole
2.40M
Shared
0.00
None
0.00
ZENAS BIOPHARMA INC
SOLEShares1.60M
TypeSH
Market value$13.10M
0.79%
Sole
1.60M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.04M | SH | $300.98M 18.22% | 1.04M | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 2.80M | SH | $160.79M 9.73% | 2.80M | 0.00 | 0.00 |
TEMPUS AI INCSOLE | CL A | 4.07M | SH | $137.55M 8.33% | 4.07M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 5M | SH | $133.50M 8.08% | 5M | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 165.84K | SH | $114.94M 6.96% | 165.84K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 293.90K | SH | $98.26M 5.95% | 293.90K | 0.00 | 0.00 |
RECURSION PHARMACEUTICALS INSOLE | CL A | 10.11M | SH | $68.37M 4.14% | 10.11M | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 1.50M | SH | $62.02M 3.76% | 1.50M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 750K | SH | $61.40M 3.72% | 750K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 724.67K | SH | $50.03M 3.03% | 724.67K | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INSOLE | COM | 960.22K | SH | $49.10M 2.97% | 960.22K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 2.25M | SH | $43.13M 2.61% | 2.25M | 0.00 | 0.00 |
ARRIVENT BIOPHARMA INCSOLE | COM | 1.52M | SH | $40.51M 2.45% | 1.52M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 452.33K | SH | $38.35M 2.32% | 452.33K | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 1.73M | SH | $33.07M 2.00% | 1.73M | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 490K | SH | $32.21M 1.95% | 490K | 0.00 | 0.00 |
MERUS N VSOLE | COM | 750K | SH | $31.54M 1.91% | 750K | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 1M | SH | $25.27M 1.53% | 1M | 0.00 | 0.00 |
CARGO THERAPEUTICS INCSOLE | COM | 1.66M | SH | $23.99M 1.45% | 1.66M | 0.00 | 0.00 |
AMICUS THERAPEUTICS INCSOLE | COM | 2.50M | SH | $23.55M 1.43% | 2.50M | 0.00 | 0.00 |
LANZATECH GLOBAL INCSOLE | COM | 15.81M | SH | $21.67M 1.31% | 15.81M | 0.00 | 0.00 |
BLUEPRINT MEDICINES CORPSOLE | COM | 175K | SH | $15.26M 0.92% | 175K | 0.00 | 0.00 |
ROCKET PHARMACEUTICALS INCSOLE | COM | 1.10M | SH | $13.83M 0.84% | 1.10M | 0.00 | 0.00 |
VERVE THERAPEUTICS INCSOLE | COM | 2.40M | SH | $13.54M 0.82% | 2.40M | 0.00 | 0.00 |
ZENAS BIOPHARMA INCSOLE | COM | 1.60M | SH | $13.10M 0.79% | 1.60M | 0.00 | 0.00 |
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