Filed: 5/15/2025ACC: 0000950123-25-005753
📋 What this filing means
NOVO HOLDINGS A/S filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $1.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$1.31B
Total AUM (reported)
67.87M
Total Shares
Allocation by class
COM$617.59M47.0%
TOTAL STK MKT$285.44M21.7%
CL A LTD VT SH$122.16M9.3%
N Y REGISTRY SHS$109.89M8.4%
COM PAR $.01$55.28M4.2%
CL A$51.13M3.9%
SPONSORED ADS$49.23M3.7%
Portfolio Concentration
Top 3$525.29M40.0%
4–10$449.08M34.2%
11–25$324.55M24.7%
Rest$15.70M1.2%
Top 3 weight
40.0%
Top 10 weight
74.1%
Voting Authority Distribution
Total shares with voting rights: 67.87M
Sole
Full voting authority
67.87M
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)
Sole31
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:
VANGUARD INDEX FDS
SOLEShares1.04M
TypeSH
Market value$285.44M
21.71%
Sole
1.04M
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares2.33M
TypeSH
Market value$122.16M
9.29%
Sole
2.33M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares5.35M
TypeSH
Market value$117.70M
8.95%
Sole
5.35M
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares165.84K
TypeSH
Market value$109.89M
8.36%
Sole
165.84K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares272.80K
TypeSH
Market value$73.21M
5.57%
Sole
272.80K
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC
SOLEShares1.50M
TypeSH
Market value$67.58M
5.14%
Sole
1.50M
Shared
0.00
None
0.00
INSMED INC
SOLEShares724.67K
TypeSH
Market value$55.28M
4.21%
Sole
724.67K
Shared
0.00
None
0.00
RECURSION PHARMACEUTICALS IN
SOLEShares9.67M
TypeSH
Market value$51.13M
3.89%
Sole
9.67M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares372.33K
TypeSH
Market value$49.23M
3.75%
Sole
372.33K
Shared
0.00
None
0.00
CRINETICS PHARMACEUTICALS IN
SOLEShares1.27M
TypeSH
Market value$42.76M
3.25%
Sole
1.27M
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares490K
TypeSH
Market value$34.64M
2.63%
Sole
490K
Shared
0.00
None
0.00
ARRIVENT BIOPHARMA INC
SOLEShares1.87M
TypeSH
Market value$34.62M
2.63%
Sole
1.87M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares915K
TypeSH
Market value$34.55M
2.63%
Sole
915K
Shared
0.00
None
0.00
MERUS N V
SOLEShares789.13K
TypeSH
Market value$33.21M
2.53%
Sole
789.13K
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares2.25M
TypeSH
Market value$30.33M
2.31%
Sole
2.25M
Shared
0.00
None
0.00
PHARVARIS N V
SOLEShares1.73M
TypeSH
Market value$27.08M
2.06%
Sole
1.73M
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC
SOLEShares2.75M
TypeSH
Market value$22.44M
1.71%
Sole
2.75M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares1.20M
TypeSH
Market value$21.78M
1.66%
Sole
1.20M
Shared
0.00
None
0.00
BLUEPRINT MEDICINES CORP
SOLEShares228.80K
TypeSH
Market value$20.25M
1.54%
Sole
228.80K
Shared
0.00
None
0.00
ZENAS BIOPHARMA INC
SOLEShares2.21M
TypeSH
Market value$17.50M
1.33%
Sole
2.21M
Shared
0.00
None
0.00
CERIBELL INC
SOLEShares880K
TypeSH
Market value$16.90M
1.29%
Sole
880K
Shared
0.00
None
0.00
VERVE THERAPEUTICS INC
SOLEShares3M
TypeSH
Market value$13.71M
1.04%
Sole
3M
Shared
0.00
None
0.00
ROCKET PHARMACEUTICALS INC
SOLEShares1.10M
TypeSH
Market value$7.34M
0.56%
Sole
1.10M
Shared
0.00
None
0.00
4D MOLECULAR THERAPEUTICS IN
SOLEShares1.95M
TypeSH
Market value$6.30M
0.48%
Sole
1.95M
Shared
0.00
None
0.00
LEXEO THERAPEUTICS INC
SOLEShares1.12M
TypeSH
Market value$3.90M
0.30%
Sole
1.12M
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 | $285.44M 21.71% | 1.04M | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 2.33M | SH | $122.16M 9.29% | 2.33M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 5.35M | SH | $117.70M 8.95% | 5.35M | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 165.84K | SH | $109.89M 8.36% | 165.84K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 272.80K | SH | $73.21M 5.57% | 272.80K | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 1.50M | SH | $67.58M 5.14% | 1.50M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 724.67K | SH | $55.28M 4.21% | 724.67K | 0.00 | 0.00 |
RECURSION PHARMACEUTICALS INSOLE | CL A | 9.67M | SH | $51.13M 3.89% | 9.67M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 372.33K | SH | $49.23M 3.75% | 372.33K | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INSOLE | COM | 1.27M | SH | $42.76M 3.25% | 1.27M | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 490K | SH | $34.64M 2.63% | 490K | 0.00 | 0.00 |
ARRIVENT BIOPHARMA INCSOLE | COM | 1.87M | SH | $34.62M 2.63% | 1.87M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 915K | SH | $34.55M 2.63% | 915K | 0.00 | 0.00 |
MERUS N VSOLE | COM | 789.13K | SH | $33.21M 2.53% | 789.13K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 2.25M | SH | $30.33M 2.31% | 2.25M | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 1.73M | SH | $27.08M 2.06% | 1.73M | 0.00 | 0.00 |
AMICUS THERAPEUTICS INCSOLE | COM | 2.75M | SH | $22.44M 1.71% | 2.75M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 1.20M | SH | $21.78M 1.66% | 1.20M | 0.00 | 0.00 |
BLUEPRINT MEDICINES CORPSOLE | COM | 228.80K | SH | $20.25M 1.54% | 228.80K | 0.00 | 0.00 |
ZENAS BIOPHARMA INCSOLE | COM | 2.21M | SH | $17.50M 1.33% | 2.21M | 0.00 | 0.00 |
CERIBELL INCSOLE | COM | 880K | SH | $16.90M 1.29% | 880K | 0.00 | 0.00 |
VERVE THERAPEUTICS INCSOLE | COM | 3M | SH | $13.71M 1.04% | 3M | 0.00 | 0.00 |
ROCKET PHARMACEUTICALS INCSOLE | COM | 1.10M | SH | $7.34M 0.56% | 1.10M | 0.00 | 0.00 |
4D MOLECULAR THERAPEUTICS INSOLE | COM | 1.95M | SH | $6.30M 0.48% | 1.95M | 0.00 | 0.00 |
LEXEO THERAPEUTICS INCSOLE | COM | 1.12M | SH | $3.90M 0.30% | 1.12M | 0.00 | 0.00 |
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