Novo Holdings A/S Top Holdings and 13F Report (2025) About Novo Holdings A/SInvestment ActivityNovo Holdings A/S has $1.72 billion in total holdings as of June 30, 2025.Novo Holdings A/S owns shares of 25 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 23.04% of the portfolio was purchased this quarter.About 9.92% of the portfolio was sold this quarter.This quarter, Novo Holdings A/S has purchased 22 new stocks and bought additional shares in 2 stocks.Novo Holdings A/S sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings Edgewise Therapeutics $217,370,500ASML $188,889,370HEMAB THERAPEUTICS HLDGS INC $153,551,602Brookfield $149,534,399MAPLIGHT THERAPEUTICS INC $132,128,532 Largest New Holdings this Quarter 423494103 - HEMAB THERAPEUTICS HLDGS INC $153,551,602 Holding05348Y105 - AVALYN PHARMACEUTICALS INC $127,837,874 Holding339750101 - Floor & Decor $47,309,920 Holding022307102 - ALUMIS INC $30,954,000 Holding26818M108 - DYNE THERAPEUTICS INC $21,330,351 Holding Largest Purchases this Quarter HEMAB THERAPEUTICS HLDGS INC 4,180,550 shares (about $153.55M)AVALYN PHARMACEUTICALS INC 3,883,289 shares (about $127.84M)Floor & Decor 797,000 shares (about $47.31M)ALUMIS INC 1,100,000 shares (about $30.95M)DYNE THERAPEUTICS INC 960,394 shares (about $21.33M) Largest Sales this Quarter Mirum Pharmaceuticals 200,000 shares (about $23.41M)ARRIVENT BIOPHARMA INC 442,142 shares (about $15.36M)Enliven Therapeutics 280,000 shares (about $14.21M)Pharvaris 350,000 shares (about $12.10M)Crinetics Pharmaceuticals 230,000 shares (about $8.61M) 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 PortfolioSectorEWTXEdgewise Therapeutics$217,370,5000.0%5,350,00012.6%HealthcareASMLASML$188,889,3700.0%94,94611.0%TechnologyHEMAB THERAPEUTICS HLDGS INC$153,551,602$153,551,602 â–²New Holding4,180,5508.9%COM SHSBNBrookfield$149,534,3990.0%3,496,2458.7%FinanceMAPLIGHT THERAPEUTICS INC$132,128,5320.0%3,686,6227.7%COMMIRMMirum Pharmaceuticals$131,703,750$23,414,000 â–¼-15.1%1,125,0007.6%HealthcareAVALYN PHARMACEUTICALS INC$127,837,874$127,837,874 â–²New Holding3,883,2897.4%COM SHSCRMSalesforce$61,596,6750.0%393,1873.6%TechnologyARRIVENT BIOPHARMA INC$52,110,000$15,360,013 â–¼-22.8%1,500,0003.0%COMELVNEnliven Therapeutics$50,750,000$14,210,000 â–¼-21.9%1,000,0002.9%HealthcareCRNXCrinetics Pharmaceuticals$49,394,400$8,606,600 â–¼-14.8%1,320,0002.9%HealthcarePHVSPharvaris$48,412,000$12,103,000 â–¼-20.0%1,400,0002.8%HealthcareFNDFloor & Decor$47,309,920$47,309,920 â–²New Holding797,0002.7%Consumer DiscretionaryPCVXVaxcyte$46,504,000$3,487,800 â–¼-7.0%800,0002.7%HealthcareFDMT4D Molecular Therapeutics$43,214,067$5,340,735 â–¼-11.0%3,249,1782.5%HealthcareVRDNViridian Therapeutics$39,219,950$2,479,950 â–²6.8%2,135,0002.3%HealthcareCLDXCelldex Therapeutics$38,140,250$6,511,750 â–¼-14.6%1,025,0002.2%HealthcareALUMIS INC$30,954,000$30,954,000 â–²New Holding1,100,0001.8%COMXENEXenon Pharmaceuticals$29,301,0380.0%485,4381.7%HealthcareBABAAlibaba Group$24,698,2450.0%257,3271.4%Consumer DiscretionaryDYNE THERAPEUTICS INC$21,330,351$21,330,351 â–²New Holding960,3941.2%COMBRIDGEBIO ONCOLOGY THERAPEUT$17,145,000$488,267 â–²2.9%2,250,0001.0%COM NEWINSMInsmed$12,871,486$12,871,486 â–²New Holding120,7230.7%HealthcareMQMarqeta$7,170,9020.0%441,5580.4%FinanceLANZATECH GLOBAL INC$1,078,5690.0%158,1480.1%COM NEWAPOGEE THERAPEUTICS INC$0$37,876,500 â–¼-100.0%00.0%COMBMRNBioMarin Pharmaceutical$0$37,283,400 â–¼-100.0%00.0%HealthcareVALNValneva$0$6,608,881 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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