Fund HoldingsNovo Holdings A/S

Total Portfolio Value
$1.65B
Total Bought
$113.70M
Total Sold
$289.70M
Net Transaction
-$176.00M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
RECURSION PHARMACEUTICALS IN(RXRX)010,114,633+10,114,633068,3754.14%+68,375
CERIBELL INC.0328,809+328,80908,5100.52%+8,510
VANGUARD INDEX FDS1,038,5501,038,5500294,076300,98218.22%+6,906
MERSANA THERAPEUTICS INC.04,250,000+4,250,00006,0780.37%+6,078
ARRIVENT BIOPHARMA INC(AVBP)1,505,3151,520,627+15,31235,37540,5102.45%+5,135
ASML HOLDING N V
N Y REGISTRY SHS
133,336165,836+32,500111,102114,9386.96%+3,835
MIRUM PHARMACEUTICALS INC(MIRM)1,500,0001,500,000058,50062,0253.76%+3,525
VERVE THERAPEUTICS INC2,400,0002,400,000011,61613,5360.82%+1,920
PHARVARIS N V
COM
1,725,0001,725,000031,94733,0682.00%+1,121
ABCELLERA BIOLOGICS INC(ABCL)1,126,9151,126,91502,9303,3020.20%+372
IO BIOTECH INC3,354,4493,354,44903,5223,0860.19%-436
MARQETA INC(MQ)441,558441,55802,1721,6740.10%-499
SPERO THERAPEUTICS INC468,9020-468,9026280-628
GALECTO INC(DMRA)99,91399,91301,2144650.03%-749
BLUEPRINT MEDICINES CORP175,000175,000016,18815,2640.92%-924
CRINETICS PHARMACEUTICALS IN(CRNX)1,000,000960,215-39,78551,10049,0962.97%-2,004
KYVERNA THERAPEUTICS INC1,850,0001,850,00009,0476,9190.42%-2,127
BIOMARIN PHARMACEUTICAL INC(BMRN)490,000490,000034,44232,2081.95%-2,234
SALESFORCE INC(CRM)368,560293,901-74,659100,87998,2605.95%-2,619
LEXEO THERAPEUTICS INC1,122,5811,122,581010,1487,3870.45%-2,762
INSMED INC(INSM)724,666724,666052,90150,0313.03%-2,870
AMICUS THERAPEUTICS INC
COM
2,500,0002,500,000026,70023,5501.43%-3,150
MERUS N V700,000750,000+50,00034,97231,5381.91%-3,434
METAGENOMI INC1,800,0000-1,800,0003,9060-3,906
CARGO THERAPEUTICS INC1,544,0001,663,724+119,72428,48723,9911.45%-4,496
ZENAS BIOPHARMA INC(ZBIO)1,150,0001,600,000+450,00019,45813,1040.79%-6,354
ROCKET PHARMACEUTICALS INC1,100,0001,100,000020,31713,8270.84%-6,490
CELLDEX THERAPEUTICS INC NEW(CLDX)963,6631,000,000+36,33732,75525,2701.53%-7,485
4D MOLECULAR THERAPEUTICS IN1,500,0001,500,000016,2158,3550.51%-7,860
LANZATECH GLOBAL INC15,814,84515,814,845030,20621,6661.31%-8,540
VIRIDIAN THERAPEUTICS INC(VRDN)2,385,0002,250,000-135,00054,25943,1332.61%-11,126
EDGEWISE THERAPEUTICS INC(EWTX)5,549,9005,000,000-549,900148,127133,5008.08%-14,627
ALIBABA GROUP HLDG LTD(BABA)500,827452,327-48,50053,14838,3532.32%-14,795
VAXCYTE INC(PCVX)750,000750,000085,70361,3953.72%-24,307
BROOKFIELD CORP(BN)3,491,2302,798,830-692,400185,559160,7939.73%-24,766
BROOKFIELD ASSET MANAGMT LTD(BAM)627,2070-627,20729,6610-29,661
ALNYLAM PHARMACEUTICALS INC(ALNY)118,3830-118,38332,5590-32,559
CABLE ONE INC118,4030-118,40341,4160-41,416
TEMPUS AI INC(TEM)4,074,4194,074,4190230,612137,5528.33%-93,060
CORCEPT THERAPEUTICS INC(CORT)2,411,3620-2,411,362111,5980-111,598
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