Novo Holdings A/S Top Holdings and 13F Report (2025) About Novo Holdings A/SInvestment ActivityNovo Holdings A/S has $1.42 billion in total holdings as of June 30, 2025.Novo Holdings A/S owns shares of 29 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 6.71% of the portfolio was purchased this quarter.About 4.17% of the portfolio was sold this quarter.This quarter, Novo Holdings A/S has purchased 31 new stocks and bought additional shares in 10 stocks.Novo Holdings A/S sold shares of 3 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $315,646,502Brookfield $144,161,836ASML $132,899,312Salesforce $90,038,693Mirum Pharmaceuticals $76,337,799 Largest New Holdings this Quarter 29337E102 - Enliven Therapeutics $21,753,706 Holding03770N101 - APOGEE THERAPEUTICS INC $19,517,095 Holding92025Y103 - Valneva $13,466,250 Holding Largest Purchases this Quarter Enliven Therapeutics 1,084,432 shares (about $21.75M)APOGEE THERAPEUTICS INC 449,392 shares (about $19.52M)Salesforce 57,386 shares (about $15.65M)Valneva 2,375,000 shares (about $13.47M)BioMarin Pharmaceutical 170,000 shares (about $9.34M) Largest Sales this Quarter Insmed 44,666 shares (about $4.50M)Merus 39,129 shares (about $2.06M)AbCellera Biologics 474,386 shares (about $1.63M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNovo Holdings A/S Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$315,646,5020.0%1,038,55022.3%ETFBNBrookfield$144,161,8360.0%2,330,83010.2%FinanceASMLASML$132,899,3120.0%165,8369.4%Computer and TechnologyCRMSalesforce$90,038,693$15,648,588 ▲21.0%330,1876.4%Computer and TechnologyMIRMMirum Pharmaceuticals$76,337,799$2,799 ▲0.0%1,500,0555.4%MedicalEWTXEdgewise Therapeutics$70,138,5000.0%5,350,0005.0%MedicalINSMInsmed$68,435,200$4,495,186 ▼-6.2%680,0004.8%MedicalRXRXRecursion Pharmaceuticals$48,905,5480.0%9,665,1283.5%MedicalCRNXCrinetics Pharmaceuticals$44,578,000$7,909,000 ▲21.6%1,550,0003.1%MedicalBABAAlibaba Group$42,225,6050.0%372,3273.0%Retail/WholesaleARRIVENT BIOPHARMA INC$40,756,5310.0%1,872,1422.9%COMMRUSMerus$39,450,000$2,058,185 ▼-5.0%750,0002.8%MedicalBMRNBioMarin Pharmaceutical$36,280,200$9,344,900 ▲34.7%660,0002.6%MedicalBPMCBlueprint Medicines$33,962,060$4,633,963 ▲15.8%264,9562.4%MedicalVRDNViridian Therapeutics$33,272,400$1,813,206 ▲5.8%2,380,0002.3%MedicalPHVSPharvaris$30,360,0000.0%1,725,0002.1%MedicalPCVXVaxcyte$29,784,362$37,712 ▲0.1%916,1602.1%MedicalCLDXCelldex Therapeutics$24,420,0000.0%1,200,0001.7%MedicalZENAS BIOPHARMA INC$21,802,500$339,470 ▲1.6%2,250,0001.5%COMELVNEnliven Therapeutics$21,753,706$21,753,706 ▲New Holding1,084,4321.5%MedicalAPOGEE THERAPEUTICS INC$19,517,095$19,517,095 ▲New Holding449,3921.4%COMCERIBELL INC$16,857,000$374,600 ▲2.3%900,0001.2%COMVALNValneva$13,466,250$13,466,250 ▲New Holding2,375,0001.0%MedicalFDMT4D Molecular Therapeutics$7,420,000$185,500 ▲2.6%2,000,0000.5%MedicalIOBTIO Biotech$4,662,6840.0%3,354,4490.3%MedicalLNZALanzaTech Global$4,288,9860.0%15,814,8450.3%Business ServicesMQMarqeta$2,574,2830.0%441,5580.2%Business ServicesABCLAbCellera Biologics$2,238,174$1,627,144 ▼-42.1%652,5290.2%MedicalGALECTO INC$340,7030.0%99,9130.0%COM NEWFOLDAmicus Therapeutics$0$22,440,000 ▼-100.0%00.0%MedicalVERVVerve Therapeutics$0$13,710,000 ▼-100.0%00.0%MedicalRCKTRocket Pharmaceuticals$0$7,337,000 ▼-100.0%00.0%MedicalLEXEO THERAPEUTICS INC$0$3,895,356 ▼-100.0%00.0%COMKYVERNA THERAPEUTICS INC$0$3,570,500 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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