Filed: 5/15/2026ACC: 0001388325-26-000026
📋 What this filing means
NOVO HOLDINGS A/S filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $1.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$1.23B
Total AUM (reported)
34.27M
Total Shares
Allocation by class
COM$866.46M70.2%
CL A LTD VT SH$141.49M11.5%
N Y REGISTRY SHS$125.41M10.2%
COM NEW$60.16M4.9%
SPONSORED ADS$38.89M3.2%
CLASS A COM$1.80M0.1%
Portfolio Concentration
Top 3$435.43M35.3%
4–10$476.63M38.6%
11–25$322.16M26.1%
Top 3 weight
35.3%
Top 10 weight
73.9%
Voting Authority Distribution
Total shares with voting rights: 34.27M
Sole
Full voting authority
34.27M
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)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
EDGEWISE THERAPEUTICS INC
SOLEShares5.35M
TypeSH
Market value$168.53M
13.65%
Sole
5.35M
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares3.50M
TypeSH
Market value$141.49M
11.46%
Sole
3.50M
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares94.95K
TypeSH
Market value$125.41M
10.16%
Sole
94.95K
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC
SOLEShares1.32M
TypeSH
Market value$122.40M
9.92%
Sole
1.32M
Shared
0.00
None
0.00
MAPLIGHT THERAPEUTICS INC
SOLEShares3.69M
TypeSH
Market value$74.95M
6.07%
Sole
3.69M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares393.19K
TypeSH
Market value$73.40M
5.95%
Sole
393.19K
Shared
0.00
None
0.00
CRINETICS PHARMACEUTICALS IN
SOLEShares1.55M
TypeSH
Market value$56.30M
4.56%
Sole
1.55M
Shared
0.00
None
0.00
ENLIVEN THERAPEUTICS INC
SOLEShares1.28M
TypeSH
Market value$50.18M
4.07%
Sole
1.28M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares860K
TypeSH
Market value$49.97M
4.05%
Sole
860K
Shared
0.00
None
0.00
PHARVARIS N V
SOLEShares1.75M
TypeSH
Market value$49.44M
4.01%
Sole
1.75M
Shared
0.00
None
0.00
ARRIVENT BIOPHARMA INC
SOLEShares1.94M
TypeSH
Market value$44.81M
3.63%
Sole
1.94M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares2M
TypeSH
Market value$39.12M
3.17%
Sole
2M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares1.20M
TypeSH
Market value$38.06M
3.08%
Sole
1.20M
Shared
0.00
None
0.00
APOGEE THERAPEUTICS INC
SOLEShares450K
TypeSH
Market value$37.88M
3.07%
Sole
450K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares660K
TypeSH
Market value$37.28M
3.02%
Sole
660K
Shared
0.00
None
0.00
4D MOLECULAR THERAPEUTICS IN
SOLEShares3.65M
TypeSH
Market value$33.99M
2.75%
Sole
3.65M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares257.33K
TypeSH
Market value$32.28M
2.62%
Sole
257.33K
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares485.44K
TypeSH
Market value$28.23M
2.29%
Sole
485.44K
Shared
0.00
None
0.00
BRIDGEBIO ONCOLOGY THERAPEUT
SOLEShares2.19M
TypeSH
Market value$19.56M
1.59%
Sole
2.19M
Shared
0.00
None
0.00
VALNEVA SE
SOLEShares1.06M
TypeSH
Market value$6.61M
0.54%
Sole
1.06M
Shared
0.00
None
0.00
LANZATECH GLOBAL INC
SOLEShares158.15K
TypeSH
Market value$2.53M
0.21%
Sole
158.15K
Shared
0.00
None
0.00
MARQETA INC
SOLEShares441.56K
TypeSH
Market value$1.80M
0.15%
Sole
441.56K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EDGEWISE THERAPEUTICS INCSOLE | COM | 5.35M | SH | $168.53M 13.65% | 5.35M | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 3.50M | SH | $141.49M 11.46% | 3.50M | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 94.95K | SH | $125.41M 10.16% | 94.95K | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 1.32M | SH | $122.40M 9.92% | 1.32M | 0.00 | 0.00 |
MAPLIGHT THERAPEUTICS INCSOLE | COM | 3.69M | SH | $74.95M 6.07% | 3.69M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 393.19K | SH | $73.40M 5.95% | 393.19K | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INSOLE | COM | 1.55M | SH | $56.30M 4.56% | 1.55M | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCSOLE | COM | 1.28M | SH | $50.18M 4.07% | 1.28M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 860K | SH | $49.97M 4.05% | 860K | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 1.75M | SH | $49.44M 4.01% | 1.75M | 0.00 | 0.00 |
ARRIVENT BIOPHARMA INCSOLE | COM | 1.94M | SH | $44.81M 3.63% | 1.94M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 2M | SH | $39.12M 3.17% | 2M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 1.20M | SH | $38.06M 3.08% | 1.20M | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 450K | SH | $37.88M 3.07% | 450K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 660K | SH | $37.28M 3.02% | 660K | 0.00 | 0.00 |
4D MOLECULAR THERAPEUTICS INSOLE | COM | 3.65M | SH | $33.99M 2.75% | 3.65M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 257.33K | SH | $32.28M 2.62% | 257.33K | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 485.44K | SH | $28.23M 2.29% | 485.44K | 0.00 | 0.00 |
BRIDGEBIO ONCOLOGY THERAPEUTSOLE | COM NEW | 2.19M | SH | $19.56M 1.59% | 2.19M | 0.00 | 0.00 |
VALNEVA SESOLE | SPONSORED ADS | 1.06M | SH | $6.61M 0.54% | 1.06M | 0.00 | 0.00 |
LANZATECH GLOBAL INCSOLE | COM NEW | 158.15K | SH | $2.53M 0.21% | 158.15K | 0.00 | 0.00 |
MARQETA INCSOLE | CLASS A COM | 441.56K | SH | $1.80M 0.15% | 441.56K | 0.00 | 0.00 |