# NOVO HOLDINGS A/S: Form 13F holdings

An institutional investment manager in HELLERUP. SEC CIK 1388325.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.72bn
- Positions: 25 (25 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1388325/000138832526000042/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [EDGEWISE THERAPEUTICS INC (EWTX)](/companies/ewtx.md) | COM | $217.4m | 12.6% | 5,350,000 |  | Unchanged |
| ASML HOLDING N V | N Y REGISTRY SHS | $188.9m | 11.0% | 94,946 |  | Unchanged |
| [HEMAB THERAPEUTICS HLDGS INC (COAG)](/companies/coag.md) | COM SHS | $153.6m | 8.9% | 4,180,550 |  | New +4,180,550 |
| [BROOKFIELD CORP (BN)](/companies/bn.md) | CL A LTD VT SH | $149.5m | 8.7% | 3,496,245 |  | Unchanged |
| [MAPLIGHT THERAPEUTICS INC (MPLT)](/companies/mplt.md) | COM | $132.1m | 7.7% | 3,686,622 |  | Unchanged |
| [MIRUM PHARMACEUTICALS INC (MIRM)](/companies/mirm.md) | COM | $131.7m | 7.6% | 1,125,000 |  | Reduced −200,000 |
| [AVALYN PHARMACEUTICALS INC (AVLN)](/companies/avln.md) | COM SHS | $127.8m | 7.4% | 3,883,289 |  | New +3,883,289 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $61.6m | 3.6% | 393,187 |  | Unchanged |
| [ARRIVENT BIOPHARMA INC (AVBP)](/companies/avbp.md) | COM | $52.1m | 3.0% | 1,500,000 |  | Reduced −442,142 |
| [ENLIVEN THERAPEUTICS INC (ELVN)](/companies/elvn.md) | COM | $50.8m | 2.9% | 1,000,000 |  | Reduced −280,000 |
| CRINETICS PHARMACEUTICALS IN | COM | $49.4m | 2.9% | 1,320,000 |  | Reduced −230,000 |
| PHARVARIS N V | COM | $48.4m | 2.8% | 1,400,000 |  | Reduced −350,000 |
| [FLOOR & DECOR HLDGS INC (FND)](/companies/fnd.md) | CL A | $47.3m | 2.7% | 797,000 |  | New +797,000 |
| [VAXCYTE INC (PCVX)](/companies/pcvx.md) | COM | $46.5m | 2.7% | 800,000 |  | Reduced −60,000 |
| [4D MOLECULAR THERAPEUTICS IN (FDMT)](/companies/fdmt.md) | COM | $43.2m | 2.5% | 3,249,178 |  | Reduced −401,559 |
| [VIRIDIAN THERAPEUTICS INC (VRDN)](/companies/vrdn.md) | COM | $39.2m | 2.3% | 2,135,000 |  | Added +135,000 |
| [CELLDEX THERAPEUTICS INC NEW (CLDX)](/companies/cldx.md) | COM NEW | $38.1m | 2.2% | 1,025,000 |  | Reduced −175,000 |
| [ALUMIS INC (ALMS)](/companies/alms.md) | COM | $31.0m | 1.8% | 1,100,000 |  | New +1,100,000 |
| [XENON PHARMACEUTICALS INC (XENE)](/companies/xene.md) | COM | $29.3m | 1.7% | 485,438 |  | Unchanged |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $24.7m | 1.4% | 257,327 |  | Unchanged |
| [DYNE THERAPEUTICS INC (DYN)](/companies/dyn.md) | COM | $21.3m | 1.2% | 960,394 |  | New +960,394 |
| [BRIDGEBIO ONCOLOGY THERAPEUT (BBOT)](/companies/bbot.md) | COM NEW | $17.1m | 1.0% | 2,250,000 |  | Added +64,077 |
| [INSMED INC (INSM)](/companies/insm.md) | COM PAR $.01 | $12.9m | 0.7% | 120,723 |  | New +120,723 |
| MARQETA INC | CLASS A COM | $7.2m | 0.4% | 441,558 |  | Unchanged |
| [LANZATECH GLOBAL INC (LNZA)](/companies/lnza.md) | COM NEW | $1.1m | <0.1% | 158,148 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| APOGEE THERAPEUTICS INC | COM | $0 | 0.0% | 0 |  | Sold out −450,000 |
| [BIOMARIN PHARMACEUTICAL INC (BMRN)](/companies/bmrn.md) | COM | $0 | 0.0% | 0 |  | Sold out −660,000 |
| [VALNEVA SE (VALN)](/companies/valn.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −1,057,421 |

Source: SEC EDGAR, Form 13F-HR, accession 0001388325-26-000042. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.