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Holders — by stockHoldings — by fund

NOVO HOLDINGS A/S

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1388325

$1.72B

disclosed book value

25

positions

12.6%

largest position share

Positions, as of 2026-06-30

top 25 of 25 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1EWTXEDGEWISE THERAPEUTICS INC5.3M$217.4M12.6%
2ASML HOLDING N V94,946$188.9M11%
3COAGHEMAB THERAPEUTICS HLDGS INC4.2M$153.6M8.9%
4BNBROOKFIELD CORP3.5M$149.5M8.7%
5MPLTMAPLIGHT THERAPEUTICS INC3.7M$132.1M7.7%
6MIRMMIRUM PHARMACEUTICALS INC1.1M$131.7M7.6%
7AVLNAVALYN PHARMACEUTICALS INC3.9M$127.8M7.4%
8CRMSALESFORCE INC393,187$61.6M3.6%
9AVBPARRIVENT BIOPHARMA INC1.5M$52.1M3%
10ELVNENLIVEN THERAPEUTICS INC1.0M$50.8M2.9%
11CRNXCRINETICS PHARMACEUTICALS IN1.3M$49.4M2.9%
12PHARVARIS N V1.4M$48.4M2.8%
13FNDFLOOR & DECOR HLDGS INC797,000$47.3M2.7%
14PCVXVAXCYTE INC800,000$46.5M2.7%
15FDMT4D MOLECULAR THERAPEUTICS IN3.2M$43.2M2.5%
16VRDNVIRIDIAN THERAPEUTICS INC2.1M$39.2M2.3%
17CLDXCELLDEX THERAPEUTICS INC NEW1.0M$38.1M2.2%
18ALMSALUMIS INC1.1M$31.0M1.8%
19XENEXENON PHARMACEUTICALS INC485,438$29.3M1.7%
20BABAALIBABA GROUP HLDG LTD257,327$24.7M1.4%
21DYNDYNE THERAPEUTICS INC960,394$21.3M1.2%
22BBOTBRIDGEBIO ONCOLOGY THERAPEUT2.3M$17.1M1%
23INSMINSMED INC120,723$12.9M0.7%
24MARQETA INC441,558$7.2M0.4%
25LNZALANZATECH GLOBAL INC158,148$1.1M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.