§ 13F · FUND PROFILE
JOHNSON & JOHNSON.
AUM · $799M (13F)Positions · 15Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PTGX | PROTAGONIST THERAPEUTICS INC | 2.45M | $300M | 37.6% | ±0% |
| 2 | NBTX | NANOBIOTIX | 5.62M | $212M | 26.5% | ±0% |
| 3 | MGTX | MEIRAGTX HLDGS PLC | 6.64M | $90M | 11.2% | ±0% |
| 4 | RAPP | RAPPORT THERAPEUTICS INC | 1.78M | $74M | 9.3% | ±0% |
| 5 | CTNM | CONTINEUM THERAPEUTICS INC | 1.98M | $32M | 4.1% | ±0% |
| 6 | LEGN | LEGEND BIOTECH CORP | 815K | $24M | 2.9% | ±0% |
| 7 | CVRX | CVRX INC | 4.02M | $21M | 2.6% | ±0% |
| 8 | XNCR | XENCOR INC | 748K | $12M | 1.5% | ±0% |
| 9 | CBRS | CEREBRAS SYSTEMS INC | 54K | $12M | 1.5% | NEW |
| 10 | FATE | FATE THERAPEUTICS INC | 3.38M | $9M | 1.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JOHNSON SIGNAL
AC read
JOHNSON & JOHNSON is a Other fund managing $799 million in assets. The fund runs a focused portfolio of just 15 positions.
Read the full dossier →