Novo Holdings A/s

Investment Portfolio & 13F Holdings Analysis

About

Novo Holdings A/S is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 31 holdings worth $1.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MRUS",
  "EWTX",
  "INSM",
  "MQ",
  "CBLL",
  "BABA",
  "ABCL",
  "FOLD",
  "ASML",
  "RXRX",
  "RCKT",
  "AVBP",
  "MIRM",
  "PHVS",
  "LNZA",
  "KYTX",
  "LXEO",
  "ZBIO",
  "FDMT",
  "BN.TO",
  null,
  "IOBT",
  "VERV",
  "VRDN",
  "CRM",
  "PCVX",
  "BMRN",
  "BPMC",
  "CLDX",
  "CRNX",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 31
Total Value: 1314623581
Accession Number: 0000950123-25-005753
Form Type: 13F-HR
CIK: novo-holdings-as
Manager Name: Novo-Holdings-As

Data Enrichment

97% identified

30 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

31 positions • $1,314,623.581K total value

31 positions

Manager:

SEC FilingSEC DataHachi Filing

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922908769

VTI|922908769

Shares:1.0M

Value:$285.4M

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:2.3M

Value:$122.2M

Edgewise Therapeutics, Inc.

EWTX|28036F105

Shares:5.3M

Value:$117.7M

ASML HOLDING NV

ASML|N07059210

Shares:165.8K

Value:$109.9M

Salesforce, Inc.

CRM|79466L302

Shares:272.8K

Value:$73.2M

Mirum Pharmaceuticals, Inc.

MIRM|604749101

Shares:1.5M

Value:$67.6M

INSMED Inc

INSM|457669307

Shares:724.7K

Value:$55.3M

RECURSION PHARMACEUTICALS, INC.

RXRX|75629V104

Shares:9.7M

Value:$51.1M

Alibaba Group Holding Ltd

BABA|01609W102

Shares:372.3K

Value:$49.2M

Crinetics Pharmaceuticals, Inc.

CRNX|22663K107

Shares:1.3M

Value:$42.8M

BIOMARIN PHARMACEUTICAL INC

BMRN|09061G101

Shares:490.0K

Value:$34.6M

ArriVent BioPharma, Inc.

AVBP|04272N102

Shares:1.9M

Value:$34.6M

Vaxcyte, Inc.

PCVX|92243G108

Shares:915.0K

Value:$34.6M

Merus N.V.

MRUS|N5749R100

Shares:789.1K

Value:$33.2M

Viridian Therapeutics, Inc.\DE

VRDN|92790C104

Shares:2.3M

Value:$30.3M

Pharvaris N.V.

PHVS|N69605108

Shares:1.7M

Value:$27.1M

AMICUS THERAPEUTICS, INC.

FOLD|03152W109

Shares:2.8M

Value:$22.4M

Celldex Therapeutics, Inc.

CLDX|15117B202

Shares:1.2M

Value:$21.8M

Blueprint Medicines Corp

BPMC|09627Y109

Shares:228.8K

Value:$20.3M

Zenas BioPharma, Inc.

ZBIO|98937L105

Shares:2.2M

Value:$17.5M

Instrument	Shares		Other Manager	Value
(VTIcusip922908769)	1.0M	QoQ 0.00% (-0) YoY NEW(+1.0M)	All Managers (Combined)	$285.4M	QoQ -5.16% (-$15.5M) YoY NEW(+$285.4M)
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	2.3M	QoQ -16.72% (-468.0K) YoY -39.93% (-1.5M)	All Managers (Combined)	$122.2M	QoQ -24.02% (-$38.6M) YoY -24.80% (-$40.3M)
Edgewise Therapeutics, Inc.(EWTXcusip28036F105)	5.3M	QoQ +7.00% (-350.0K) YoY NEW(+5.3M)	All Managers (Combined)	$117.7M	QoQ -11.83% (-$15.8M) YoY NEW(+$117.7M)
ASML HOLDING NV(ASMLcusipN07059210)	165.8K	QoQ 0.00% (-0) YoY -9.14% (-16.7K)	All Managers (Combined)	$109.9M	QoQ -4.39% (-$5.0M) YoY -37.96% (-$67.3M)
Salesforce, Inc.(CRMcusip79466L302)	272.8K	QoQ -7.17% (-21.1K) YoY -43.18% (-207.4K)	All Managers (Combined)	$73.2M	QoQ -25.49% (-$25.1M) YoY -49.37% (-$71.4M)
Mirum Pharmaceuticals, Inc.(MIRMcusip604749101)	1.5M	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$67.6M	QoQ +8.94% (+$5.5M) YoY +79.33% (+$29.9M)
INSMED Inc(INSMcusip457669307)	724.7K	QoQ 0.00% (+0) YoY -45.89% (-614.6K)	All Managers (Combined)	$55.3M	QoQ +10.50% (+$5.3M) YoY +52.15% (-$18.9M)
RECURSION PHARMACEUTICALS, INC.(RXRXcusip75629V104)	9.7M	QoQ -4.44% (-449.5K) YoY NEW(+9.7M)	All Managers (Combined)	$51.1M	QoQ -25.22% (-$17.2M) YoY NEW(+$51.1M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	372.3K	QoQ -17.68% (-80.0K) YoY -25.65% (-128.5K)	All Managers (Combined)	$49.2M	QoQ +28.36% (-$10.9M) YoY +35.85% (-$13.0M)
Crinetics Pharmaceuticals, Inc.(CRNXcusip22663K107)	1.3M	QoQ +32.78% (-314.8K) YoY +16.05% (-176.4K)	All Managers (Combined)	$42.8M	QoQ -12.89% (-$6.3M) YoY -16.84% (-$8.7M)
BIOMARIN PHARMACEUTICAL INC(BMRNcusip09061G101)	490.0K	QoQ 0.00% (+0) YoY +8.88% (-40.0K)	All Managers (Combined)	$34.6M	QoQ +7.54% (+$2.4M) YoY -11.86% (-$4.7M)
ArriVent BioPharma, Inc.(AVBPcusip04272N102)	1.9M	QoQ +23.11% (-351.5K) YoY +73.80% (+795.0K)	All Managers (Combined)	$34.6M	QoQ -14.54% (-$5.9M) YoY +79.93% (+$15.4M)
Vaxcyte, Inc.(PCVXcusip92243G108)	915.0K	QoQ +22.00% (-165.0K) YoY +8.28% (-70.0K)	All Managers (Combined)	$34.6M	QoQ -43.72% (-$26.8M) YoY -40.14% (-$23.2M)
Merus N.V.(MRUScusipN5749R100)	789.1K	QoQ +5.21% (+39.1K) YoY NEW(+789.1K)	All Managers (Combined)	$33.2M	QoQ +5.31% (+$1.7M) YoY NEW(+$33.2M)
Viridian Therapeutics, Inc.\DE(VRDNcusip92790C104)	2.3M	QoQ +0.01% (-300) YoY +104.57% (+1.2M)	All Managers (Combined)	$30.3M	QoQ -29.67% (-$12.8M) YoY +57.48% (+$11.1M)
Pharvaris N.V.(PHVScusipN69605108)	1.7M	QoQ 0.00% (-0) YoY +47.68% (+557.0K)	All Managers (Combined)	$27.1M	QoQ -18.10% (-$6.0M) YoY +0.33% (+$89.3K)
AMICUS THERAPEUTICS, INC.(FOLDcusip03152W109)	2.8M	QoQ +10.00% (-250.0K) YoY +10.00% (-250.0K)	All Managers (Combined)	$22.4M	QoQ -4.71% (-$1.1M) YoY -23.80% (-$7.0M)
Celldex Therapeutics, Inc.(CLDXcusip15117B202)	1.2M	QoQ +20.00% (-200.0K) YoY NEW(+1.2M)	All Managers (Combined)	$21.8M	QoQ -13.81% (-$3.5M) YoY NEW(+$21.8M)
Blueprint Medicines Corp(BPMCcusip09627Y109)	228.8K	QoQ +30.74% (+53.8K) YoY -36.19% (-129.8K)	All Managers (Combined)	$20.3M	QoQ +32.67% (+$5.0M) YoY -40.47% (-$13.8M)
Zenas BioPharma, Inc.(ZBIOcusip98937L105)	2.2M	QoQ +38.43% (+615.0K) YoY NEW(+2.2M)	All Managers (Combined)	$17.5M	QoQ +33.53% (+$4.4M) YoY NEW(+$17.5M)