Filed: 8/14/2026ACC: 0001388325-26-000042
📋 What this filing means
NOVO HOLDINGS A/S filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $1.72B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$1.72B
Total AUM (reported)
41.21M
Total Shares
Allocation by class
COM$953.99M55.4%
COM SHS$281.39M16.3%
N Y REGISTRY SHS$188.89M11.0%
CL A LTD VT SH$149.53M8.7%
COM NEW$56.36M3.3%
CL A$47.31M2.7%
SPONSORED ADS$24.70M1.4%
Portfolio Concentration
Top 3$559.81M32.5%
4–10$705.66M41.0%
11–25$456.74M26.5%
Top 3 weight
32.5%
Top 10 weight
73.5%
Voting Authority Distribution
Total shares with voting rights: 41.21M
Sole
Full voting authority
41.21M
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)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
EDGEWISE THERAPEUTICS INC
SOLEShares5.35M
TypeSH
Market value$217.37M
12.62%
Sole
5.35M
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares94.95K
TypeSH
Market value$188.89M
10.97%
Sole
94.95K
Shared
0.00
None
0.00
HEMAB THERAPEUTICS HLDGS INC
SOLEShares4.18M
TypeSH
Market value$153.55M
8.92%
Sole
4.18M
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares3.50M
TypeSH
Market value$149.53M
8.68%
Sole
3.50M
Shared
0.00
None
0.00
MAPLIGHT THERAPEUTICS INC
SOLEShares3.69M
TypeSH
Market value$132.13M
7.67%
Sole
3.69M
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC
SOLEShares1.13M
TypeSH
Market value$131.70M
7.65%
Sole
1.13M
Shared
0.00
None
0.00
AVALYN PHARMACEUTICALS INC
SOLEShares3.88M
TypeSH
Market value$127.84M
7.42%
Sole
3.88M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares393.19K
TypeSH
Market value$61.60M
3.58%
Sole
393.19K
Shared
0.00
None
0.00
ARRIVENT BIOPHARMA INC
SOLEShares1.50M
TypeSH
Market value$52.11M
3.03%
Sole
1.50M
Shared
0.00
None
0.00
ENLIVEN THERAPEUTICS INC
SOLEShares1M
TypeSH
Market value$50.75M
2.95%
Sole
1M
Shared
0.00
None
0.00
CRINETICS PHARMACEUTICALS IN
SOLEShares1.32M
TypeSH
Market value$49.39M
2.87%
Sole
1.32M
Shared
0.00
None
0.00
PHARVARIS N V
SOLEShares1.40M
TypeSH
Market value$48.41M
2.81%
Sole
1.40M
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
SOLEShares797K
TypeSH
Market value$47.31M
2.75%
Sole
797K
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares800K
TypeSH
Market value$46.50M
2.70%
Sole
800K
Shared
0.00
None
0.00
4D MOLECULAR THERAPEUTICS IN
SOLEShares3.25M
TypeSH
Market value$43.21M
2.51%
Sole
3.25M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares2.13M
TypeSH
Market value$39.22M
2.28%
Sole
2.13M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares1.02M
TypeSH
Market value$38.14M
2.21%
Sole
1.02M
Shared
0.00
None
0.00
ALUMIS INC
SOLEShares1.10M
TypeSH
Market value$30.95M
1.80%
Sole
1.10M
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares485.44K
TypeSH
Market value$29.30M
1.70%
Sole
485.44K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares257.33K
TypeSH
Market value$24.70M
1.43%
Sole
257.33K
Shared
0.00
None
0.00
DYNE THERAPEUTICS INC
SOLEShares960.39K
TypeSH
Market value$21.33M
1.24%
Sole
960.39K
Shared
0.00
None
0.00
BRIDGEBIO ONCOLOGY THERAPEUT
SOLEShares2.25M
TypeSH
Market value$17.14M
1.00%
Sole
2.25M
Shared
0.00
None
0.00
INSMED INC
SOLEShares120.72K
TypeSH
Market value$12.87M
0.75%
Sole
120.72K
Shared
0.00
None
0.00
MARQETA INC
SOLEShares441.56K
TypeSH
Market value$7.17M
0.42%
Sole
441.56K
Shared
0.00
None
0.00
LANZATECH GLOBAL INC
SOLEShares158.15K
TypeSH
Market value$1.08M
0.06%
Sole
158.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EDGEWISE THERAPEUTICS INCSOLE | COM | 5.35M | SH | $217.37M 12.62% | 5.35M | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 94.95K | SH | $188.89M 10.97% | 94.95K | 0.00 | 0.00 |
HEMAB THERAPEUTICS HLDGS INCSOLE | COM SHS | 4.18M | SH | $153.55M 8.92% | 4.18M | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 3.50M | SH | $149.53M 8.68% | 3.50M | 0.00 | 0.00 |
MAPLIGHT THERAPEUTICS INCSOLE | COM | 3.69M | SH | $132.13M 7.67% | 3.69M | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 1.13M | SH | $131.70M 7.65% | 1.13M | 0.00 | 0.00 |
AVALYN PHARMACEUTICALS INCSOLE | COM SHS | 3.88M | SH | $127.84M 7.42% | 3.88M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 393.19K | SH | $61.60M 3.58% | 393.19K | 0.00 | 0.00 |
ARRIVENT BIOPHARMA INCSOLE | COM | 1.50M | SH | $52.11M 3.03% | 1.50M | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCSOLE | COM | 1M | SH | $50.75M 2.95% | 1M | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INSOLE | COM | 1.32M | SH | $49.39M 2.87% | 1.32M | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 1.40M | SH | $48.41M 2.81% | 1.40M | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCSOLE | CL A | 797K | SH | $47.31M 2.75% | 797K | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 800K | SH | $46.50M 2.70% | 800K | 0.00 | 0.00 |
4D MOLECULAR THERAPEUTICS INSOLE | COM | 3.25M | SH | $43.21M 2.51% | 3.25M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 2.13M | SH | $39.22M 2.28% | 2.13M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 1.02M | SH | $38.14M 2.21% | 1.02M | 0.00 | 0.00 |
ALUMIS INCSOLE | COM | 1.10M | SH | $30.95M 1.80% | 1.10M | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 485.44K | SH | $29.30M 1.70% | 485.44K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 257.33K | SH | $24.70M 1.43% | 257.33K | 0.00 | 0.00 |
DYNE THERAPEUTICS INCSOLE | COM | 960.39K | SH | $21.33M 1.24% | 960.39K | 0.00 | 0.00 |
BRIDGEBIO ONCOLOGY THERAPEUTSOLE | COM NEW | 2.25M | SH | $17.14M 1.00% | 2.25M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 120.72K | SH | $12.87M 0.75% | 120.72K | 0.00 | 0.00 |
MARQETA INCSOLE | CLASS A COM | 441.56K | SH | $7.17M 0.42% | 441.56K | 0.00 | 0.00 |
LANZATECH GLOBAL INCSOLE | COM NEW | 158.15K | SH | $1.08M 0.06% | 158.15K | 0.00 | 0.00 |