Filed: 8/14/2025ACC: 0001415889-25-021889
📋 What this filing means
NOVO HOLDINGS A/S filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $1.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$1.42B
Total AUM (reported)
62.17M
Total Shares
Allocation by class
COM$623.50M44.0%
TOTAL STK MKT$315.65M22.3%
CL A LTD VT SH$144.16M10.2%
N Y REGISTRY SHS$132.90M9.4%
COM PAR $.01$68.44M4.8%
SPONSORED ADS$55.69M3.9%
CL A$48.91M3.5%
Portfolio Concentration
Top 3$592.71M41.8%
4–10$440.66M31.1%
11–25$373.76M26.4%
Rest$9.44M0.7%
Top 3 weight
41.8%
Top 10 weight
72.9%
Voting Authority Distribution
Total shares with voting rights: 62.17M
Sole
Full voting authority
62.17M
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)
Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:
VANGUARD INDEX FDS
SOLEShares1.04M
TypeSH
Market value$315.65M
22.28%
Sole
1.04M
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares2.33M
TypeSH
Market value$144.16M
10.18%
Sole
2.33M
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares165.84K
TypeSH
Market value$132.90M
9.38%
Sole
165.84K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares330.19K
TypeSH
Market value$90.04M
6.36%
Sole
330.19K
Shared
0.00
None
0.00
MIRUM PHARMACEUTICALS INC
SOLEShares1.50M
TypeSH
Market value$76.34M
5.39%
Sole
1.50M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares5.35M
TypeSH
Market value$70.14M
4.95%
Sole
5.35M
Shared
0.00
None
0.00
INSMED INC
SOLEShares680K
TypeSH
Market value$68.44M
4.83%
Sole
680K
Shared
0.00
None
0.00
RECURSION PHARMACEUTICALS IN
SOLEShares9.67M
TypeSH
Market value$48.91M
3.45%
Sole
9.67M
Shared
0.00
None
0.00
CRINETICS PHARMACEUTICALS IN
SOLEShares1.55M
TypeSH
Market value$44.58M
3.15%
Sole
1.55M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares372.33K
TypeSH
Market value$42.23M
2.98%
Sole
372.33K
Shared
0.00
None
0.00
ARRIVENT BIOPHARMA INC
SOLEShares1.87M
TypeSH
Market value$40.76M
2.88%
Sole
1.87M
Shared
0.00
None
0.00
MERUS N V
SOLEShares750K
TypeSH
Market value$39.45M
2.78%
Sole
750K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares660K
TypeSH
Market value$36.28M
2.56%
Sole
660K
Shared
0.00
None
0.00
BLUEPRINT MEDICINES CORP
SOLEShares264.96K
TypeSH
Market value$33.96M
2.40%
Sole
264.96K
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares2.38M
TypeSH
Market value$33.27M
2.35%
Sole
2.38M
Shared
0.00
None
0.00
PHARVARIS N V
SOLEShares1.73M
TypeSH
Market value$30.36M
2.14%
Sole
1.73M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares916.16K
TypeSH
Market value$29.78M
2.10%
Sole
916.16K
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares1.20M
TypeSH
Market value$24.42M
1.72%
Sole
1.20M
Shared
0.00
None
0.00
ZENAS BIOPHARMA INC
SOLEShares2.25M
TypeSH
Market value$21.80M
1.54%
Sole
2.25M
Shared
0.00
None
0.00
ENLIVEN THERAPEUTICS INC
SOLEShares1.08M
TypeSH
Market value$21.75M
1.54%
Sole
1.08M
Shared
0.00
None
0.00
APOGEE THERAPEUTICS INC
SOLEShares449.39K
TypeSH
Market value$19.52M
1.38%
Sole
449.39K
Shared
0.00
None
0.00
CERIBELL INC
SOLEShares900K
TypeSH
Market value$16.86M
1.19%
Sole
900K
Shared
0.00
None
0.00
VALNEVA SE
SOLEShares2.38M
TypeSH
Market value$13.47M
0.95%
Sole
2.38M
Shared
0.00
None
0.00
4D MOLECULAR THERAPEUTICS IN
SOLEShares2M
TypeSH
Market value$7.42M
0.52%
Sole
2M
Shared
0.00
None
0.00
IO BIOTECH INC
SOLEShares3.35M
TypeSH
Market value$4.66M
0.33%
Sole
3.35M
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 | $315.65M 22.28% | 1.04M | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 2.33M | SH | $144.16M 10.18% | 2.33M | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 165.84K | SH | $132.90M 9.38% | 165.84K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 330.19K | SH | $90.04M 6.36% | 330.19K | 0.00 | 0.00 |
MIRUM PHARMACEUTICALS INCSOLE | COM | 1.50M | SH | $76.34M 5.39% | 1.50M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 5.35M | SH | $70.14M 4.95% | 5.35M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 680K | SH | $68.44M 4.83% | 680K | 0.00 | 0.00 |
RECURSION PHARMACEUTICALS INSOLE | CL A | 9.67M | SH | $48.91M 3.45% | 9.67M | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INSOLE | COM | 1.55M | SH | $44.58M 3.15% | 1.55M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 372.33K | SH | $42.23M 2.98% | 372.33K | 0.00 | 0.00 |
ARRIVENT BIOPHARMA INCSOLE | COM | 1.87M | SH | $40.76M 2.88% | 1.87M | 0.00 | 0.00 |
MERUS N VSOLE | COM | 750K | SH | $39.45M 2.78% | 750K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 660K | SH | $36.28M 2.56% | 660K | 0.00 | 0.00 |
BLUEPRINT MEDICINES CORPSOLE | COM | 264.96K | SH | $33.96M 2.40% | 264.96K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 2.38M | SH | $33.27M 2.35% | 2.38M | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 1.73M | SH | $30.36M 2.14% | 1.73M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 916.16K | SH | $29.78M 2.10% | 916.16K | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 1.20M | SH | $24.42M 1.72% | 1.20M | 0.00 | 0.00 |
ZENAS BIOPHARMA INCSOLE | COM | 2.25M | SH | $21.80M 1.54% | 2.25M | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCSOLE | COM | 1.08M | SH | $21.75M 1.54% | 1.08M | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 449.39K | SH | $19.52M 1.38% | 449.39K | 0.00 | 0.00 |
CERIBELL INCSOLE | COM | 900K | SH | $16.86M 1.19% | 900K | 0.00 | 0.00 |
VALNEVA SESOLE | SPONSORED ADS | 2.38M | SH | $13.47M 0.95% | 2.38M | 0.00 | 0.00 |
4D MOLECULAR THERAPEUTICS INSOLE | COM | 2M | SH | $7.42M 0.52% | 2M | 0.00 | 0.00 |
IO BIOTECH INCSOLE | COM | 3.35M | SH | $4.66M 0.33% | 3.35M | 0.00 | 0.00 |
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