§ 13F · FUND PROFILE
NOVO HOLDINGS A/S.
AUM · $1.7B (13F)Positions · 25Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$394M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | EWTX | EDGEWISE THERAPEUTICS INC | 5.35M | $217M | 12.6% | ±0% |
| 2 | ASML | ASML HOLDING N V | 95K | $189M | 11.0% | ±0% |
| 3 | COAG | HEMAB THERAPEUTICS HLDGS INC | 4.18M | $154M | 8.9% | NEW |
| 4 | BN | BROOKFIELD CORP | 3.50M | $150M | 8.7% | ±0% |
| 5 | MPLT | MAPLIGHT THERAPEUTICS INC | 3.69M | $132M | 7.7% | ±0% |
| 6 | MIRM | MIRUM PHARMACEUTICALS INC | 1.13M | $132M | 7.6% | −15% |
| 7 | AVLN | AVALYN PHARMACEUTICALS INC | 3.88M | $128M | 7.4% | NEW |
| 8 | CRM | SALESFORCE INC | 393K | $62M | 3.6% | ±0% |
| 9 | AVBP | ARRIVENT BIOPHARMA INC | 1.50M | $52M | 3.0% | −23% |
| 10 | ELVN | ENLIVEN THERAPEUTICS INC | 1.00M | $51M | 2.9% | −22% |
§ 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 $1.7 billion in assets. The fund runs a focused portfolio of just 25 positions.
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