Johnson & Johnson
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Johnson & Johnson reported 15 stock positions worth $798.7 million. Its top holding was Protagonist Therapeutics (PTGX) at 37.6% of the portfolio, followed by Nanobiotix SA - ADR (NBTX, 26.5%) and Meiragtx (MGTX, 11.2%). Compared with Q1 2026, it opened 1 new position and sold out of 2. The biggest buy was a new position in Cerebras Systems Class A (CBRS) and the biggest sale an exit from Rallybio (RLYB).
- Most Recent 13F
- Q2 2026
- Location
- NEW BRUNSWICK, NJ
- CIK
- 0000200406
- Portfolio Value
- $798.7M (Q2 2026)
- SEC Filing
- 0000904454-26-000435 ↗ filed Aug 6, 2026
Holdings Value
Holdings 15 stocks · $798.7M
| PTGX Protagonist Therapeutics Inc. | 37.59% | 2,449,183 | $300.2M | No change |
| NBTX Nanobiotix SA - ADR | 26.55% | 5,623,816 | $212.0M | No change |
| MGTX Meiragtx Holdings PLC | 11.23% | 6,641,064 | $89.7M | No change |
| RAPP Rapport Therapeutics Inc. | 9.31% | 1,784,517 | $74.4M | No change |
| CTNM Contineum Therapeutics Inc. Class A | 4.06% | 1,979,173 | $32.4M | No change |
| LEGN Legend Biotech Corp.-ADR | 2.95% | 814,586 | $23.5M | No change |
| CVRX CVRX Inc. | 2.59% | 4,024,861 | $20.7M | No change |
| XNCR Xencor Inc. | 1.51% | 748,062 | $12.0M | No change |
| CBRS Cerebras Systems Inc. Class A | 1.48% | 53,586 | $11.8M | New |
| FATE Fate Therapeutics Inc. | 1.14% | 3,379,064 | $9.1M | No change |
| PRCT Procept Biorobotics Corp. | 1.01% | 357,939 | $8.1M | No change |
| NMRA Neumora Therapeutics Inc. | 0.39% | 1,849,445 | $3.1M | No change |
| VOR Vor Biopharma Inc. | 0.12% | 53,732 | $989K | No change |
| LAB Standard Biotools Inc. | 0.03% | 311,967 | $257K | No change |
| ACET Adicet Bio Inc. | 0.02% | 22,779 | $197K | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| CBRS Cerebras Systems Inc. Class A | New | 1.48% | +1.48 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $798.7M | PTGX, NBTX, MGTX, RAPP, CTNM |
| Q1 2026 | 16 | $652.4M | PTGX, NBTX, MGTX, RAPP, CVRX |
| Q4 2025Amended | 17 | $555.0M | PTGX, NBTX, RAPP, MGTX, CVRX |
| Q3 2025Amended | 20 | $503.9M | PTGX, NBTX, MGTX, RAPP, CVRX |
| Q2 2025 | 20 | $334.1M | PTGX, MGTX, RAPP, LEGN, NBTX |
| Q1 2025 | 20 | $341.9M | PTGX, CVRX, MGTX, LEGN, RAPP |
| Q4 2024 | 20 | $386.1M | PTGX, CVRX, RAPP, MGTX, CTNM |
| Q3 2024 | 20 | $427.3M | PTGX, RAPP, LEGN, CTNM, CVRX |
| Q2 2024 | 20 | $400.7M | PTGX, RAPP, CVRX, LEGN, CTNM |
| Q1 2024 | 22 | $4.4B | KVUE, FUSN, CVRX, PTGX, SWAV |