Filed: 11/14/2025ACC: 0001388325-25-000025
📋 What this filing means
NOVO HOLDINGS A/S filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $1.55B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$1.55B
Total AUM (reported)
43.50M
Total Shares
Allocation by class
COM$707.34M45.6%
TOTAL STK MKT$340.82M22.0%
CL A LTD VT SH$159.85M10.3%
N Y REGISTRY SHS$141.18M9.1%
SPONSORED ADS$74.60M4.8%
COM NEW$57.95M3.7%
CL A$38.70M2.5%
Portfolio Concentration
Top 3$641.85M41.4%
4–10$493.34M31.8%
11–25$415.15M26.8%
Rest$1.23M0.1%
Top 3 weight
41.4%
Top 10 weight
73.2%
Voting Authority Distribution
Total shares with voting rights: 43.50M
Sole
Full voting authority
43.50M
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)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
VANGUARD INDEX FDS
SOLEShares1.04M
TypeSH
Market value$340.82M
21.97%
Sole
1.04M
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares2.33M
TypeSH
Market value$159.85M
10.30%
Sole
2.33M
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares145.84K
TypeSH
Market value$141.18M
9.10%
Sole
145.84K
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC
SOLEShares1.26M
TypeSH
Market value$92.67M
5.97%
Sole
1.26M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares5.35M
TypeSH
Market value$86.78M
5.59%
Sole
5.35M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares330.19K
TypeSH
Market value$78.25M
5.04%
Sole
330.19K
Shared
0.00
None
0.00
MERUS N V
SOLEShares750K
TypeSH
Market value$70.61M
4.55%
Sole
750K
Shared
0.00
None
0.00
CRINETICS PHARMACEUTICALS IN
SOLEShares1.63M
TypeSH
Market value$67.68M
4.36%
Sole
1.63M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares2.38M
TypeSH
Market value$51.36M
3.31%
Sole
2.38M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares257.33K
TypeSH
Market value$45.99M
2.96%
Sole
257.33K
Shared
0.00
None
0.00
ZENAS BIOPHARMA INC
SOLEShares2M
TypeSH
Market value$44.40M
2.86%
Sole
2M
Shared
0.00
None
0.00
PHARVARIS N V
SOLEShares1.75M
TypeSH
Market value$43.66M
2.81%
Sole
1.75M
Shared
0.00
None
0.00
RECURSION PHARMACEUTICALS IN
SOLEShares7.93M
TypeSH
Market value$38.70M
2.49%
Sole
7.93M
Shared
0.00
None
0.00
ARRIVENT BIOPHARMA INC
SOLEShares1.94M
TypeSH
Market value$35.83M
2.31%
Sole
1.94M
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares660K
TypeSH
Market value$35.75M
2.30%
Sole
660K
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares916.16K
TypeSH
Market value$33.00M
2.13%
Sole
916.16K
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares1.20M
TypeSH
Market value$31.04M
2.00%
Sole
1.20M
Shared
0.00
None
0.00
ENLIVEN THERAPEUTICS INC
SOLEShares1.43M
TypeSH
Market value$29.20M
1.88%
Sole
1.43M
Shared
0.00
None
0.00
INSMED INC
SOLEShares200K
TypeSH
Market value$28.80M
1.86%
Sole
200K
Shared
0.00
None
0.00
VALNEVA SE
SOLEShares2.35M
TypeSH
Market value$28.61M
1.84%
Sole
2.35M
Shared
0.00
None
0.00
BRIDGEBIO ONCOLOGY THERAPEUT
SOLEShares1.96M
TypeSH
Market value$22.71M
1.46%
Sole
1.96M
Shared
0.00
None
0.00
APOGEE THERAPEUTICS INC
SOLEShares500K
TypeSH
Market value$19.86M
1.28%
Sole
500K
Shared
0.00
None
0.00
4D MOLECULAR THERAPEUTICS IN
SOLEShares2M
TypeSH
Market value$17.38M
1.12%
Sole
2M
Shared
0.00
None
0.00
LANZATECH GLOBAL INC
SOLEShares158.15K
TypeSH
Market value$3.88M
0.25%
Sole
158.15K
Shared
0.00
None
0.00
MARQETA INC
SOLEShares441.56K
TypeSH
Market value$2.33M
0.15%
Sole
441.56K
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 | $340.82M 21.97% | 1.04M | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 2.33M | SH | $159.85M 10.30% | 2.33M | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 145.84K | SH | $141.18M 9.10% | 145.84K | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 1.26M | SH | $92.67M 5.97% | 1.26M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 5.35M | SH | $86.78M 5.59% | 5.35M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 330.19K | SH | $78.25M 5.04% | 330.19K | 0.00 | 0.00 |
MERUS N VSOLE | COM | 750K | SH | $70.61M 4.55% | 750K | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INSOLE | COM | 1.63M | SH | $67.68M 4.36% | 1.63M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 2.38M | SH | $51.36M 3.31% | 2.38M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 257.33K | SH | $45.99M 2.96% | 257.33K | 0.00 | 0.00 |
ZENAS BIOPHARMA INCSOLE | COM | 2M | SH | $44.40M 2.86% | 2M | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 1.75M | SH | $43.66M 2.81% | 1.75M | 0.00 | 0.00 |
RECURSION PHARMACEUTICALS INSOLE | CL A | 7.93M | SH | $38.70M 2.49% | 7.93M | 0.00 | 0.00 |
ARRIVENT BIOPHARMA INCSOLE | COM | 1.94M | SH | $35.83M 2.31% | 1.94M | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 660K | SH | $35.75M 2.30% | 660K | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 916.16K | SH | $33.00M 2.13% | 916.16K | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 1.20M | SH | $31.04M 2.00% | 1.20M | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCSOLE | COM | 1.43M | SH | $29.20M 1.88% | 1.43M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 200K | SH | $28.80M 1.86% | 200K | 0.00 | 0.00 |
VALNEVA SESOLE | SPONSORED ADS | 2.35M | SH | $28.61M 1.84% | 2.35M | 0.00 | 0.00 |
BRIDGEBIO ONCOLOGY THERAPEUTSOLE | COM NEW | 1.96M | SH | $22.71M 1.46% | 1.96M | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 500K | SH | $19.86M 1.28% | 500K | 0.00 | 0.00 |
4D MOLECULAR THERAPEUTICS INSOLE | COM | 2M | SH | $17.38M 1.12% | 2M | 0.00 | 0.00 |
LANZATECH GLOBAL INCSOLE | COM NEW | 158.15K | SH | $3.88M 0.25% | 158.15K | 0.00 | 0.00 |
MARQETA INCSOLE | CLASS A COM | 441.56K | SH | $2.33M 0.15% | 441.56K | 0.00 | 0.00 |
Page 1 of 2