NOVO HOLDINGS A/S
Top Portfolio Positions
22 positions ·
$1,236,746,687 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| EWTX |
Edgewise Therapeutics, Inc.
Healthcare
|
5,350,000 | $168,525,000 | 13.63% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
3,496,245 | $141,493,035 | 11.44% | |
| ASML |
Asml Holding NV
Technology
|
94,946 | $125,407,525 | 10.14% | |
| MIRM |
Mirum Pharmaceuticals, Inc.
Healthcare
|
1,325,000 | $122,403,500 | 9.90% | |
| MPLT |
MapLight Therapeutics, Inc.
Healthcare
|
3,686,622 | $74,949,025 | 6.06% | |
| CRM |
Salesforce, Inc.
Technology
|
393,187 | $73,396,217 | 5.93% | |
| CRNX |
Crinetics Pharmaceuticals, Inc.
Healthcare
|
1,550,000 | $56,296,000 | 4.55% | |
| ELVN |
Enliven Therapeutics, Inc.
Healthcare
|
1,280,000 | $50,176,000 | 4.06% | |
| PCVX |
Vaxcyte, Inc.
Healthcare
|
860,000 | $49,974,600 | 4.04% | |
| PHVS |
Pharvaris N.V.
Healthcare
|
1,750,000 | $49,437,500 | 4.00% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PCVX
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,974,600 | 860,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $42,271,622 | 916,160 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,000,083 | 916,160 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,784,361 | 916,160 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $34,550,400 | 915,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $61,395,000 | 750,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $85,702,500 | 750,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $71,734,500 | 950,000 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $57,721,950 | 845,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $53,066,000 | 845,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $43,078,100 | 845,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $42,199,300 | 845,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $27,922,600 | 745,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $34,763,750 | 725,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,768,920 | 823,705 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,923,820 | 823,705 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $8,234,505 | 416,937 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $11,078,016 | 416,937 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $32,158,971 | 651,255 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $27,876,795 | 881,898 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||