§ 13F · FUND PROFILE
NOVO HOLDINGS A/S.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.6B (13F)Positions · 27Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | EWTX | EDGEWISE THERAPEUTICS INC | 5.35M | $169M | 13.7% | ±0% |
| 2 | BN | BROOKFIELD CORP | 3.50M | $141M | 11.5% | ±0% |
| 3 | ASML | ASML HOLDING N V | 95K | $125M | 10.2% | −17% |
| 4 | MIRM | MIRUM PHARMACEUTICALS INC | 1.32M | $122M | 9.9% | +5% |
| 5 | MPLT | MAPLIGHT THERAPEUTICS INC | 3.69M | $75M | 6.1% | ±0% |
| 6 | CRM | SALESFORCE INC | 393K | $73M | 5.9% | +19% |
| 7 | CRNX | CRINETICS PHARMACEUTICALS IN | 1.55M | $56M | 4.6% | −5% |
| 8 | ELVN | ENLIVEN THERAPEUTICS INC | 1.28M | $50M | 4.1% | −14% |
| 9 | PCVX | VAXCYTE INC | 860K | $50M | 4.0% | −6% |
| 10 | PHVS | PHARVARIS N V | 1.75M | $49M | 4.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NOVO SIGNAL
AC read
NOVO HOLDINGS A/S is a Other fund managing $1.6 billion in assets. The fund runs a focused portfolio of just 27 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed