Johnson & Johnson

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Johnson & Johnson reported 22 stock positions worth $4.4 billion. Its top holding was Kenvue (KVUE) at 88.7% of the portfolio, followed by Fusion Pharmaceuticals (FUSN, 1.8%) and CVRX (CVRX, 1.7%). Compared with Q4 2023, it opened 1 new position, sold out of 2, added to 1 and reduced 3. The biggest buy was a new position in Standard Biotools (LAB) and the biggest sale an exit from Somalogic (SLGC).

Most Recent 13F
Q2 2026
Location
NEW BRUNSWICK, NJ
CIK
0000200406
Portfolio Value
$4.4B (Q1 2024)
SEC Filing
0000904454-24-000285 ↗ filed May 10, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $4.4B $4.4B Q1 2024 Q2 2024: $400.7M Q2 2024 Q3 2024: $427.3M Q3 2024 Q4 2024: $386.1M Q4 2024 Q1 2025: $341.9M Q1 2025 Q2 2025: $334.1M Q2 2025 Q3 2025: $503.9M Q3 2025 Q4 2025: $555.0M Q4 2025 Q1 2026: $652.4M Q1 2026 Q2 2026: $798.7M Q2 2026

Holdings 22 stocks · $4.4B
KVUE Kenvue Inc. 88.66% 182,329,550 $3.9B No change
FUSN Fusion Pharmaceuticals Inc. 1.77% 3,670,516 $78.3M No change
CVRX CVRX Inc. 1.69% 4,103,430 $74.7M Add +17.4%
PTGX Protagonist Therapeutics Inc. 1.61% 2,449,183 $70.9M No change
SWAV Shockwave Medical Inc. 1.23% 166,812 $54.3M No change
LEGN Legend Biotech Corp.-ADR 1.04% 814,586 $45.7M No change
MGTX Meiragtx Holdings PLC 0.91% 6,641,064 $40.3M No change
NBTX Nanobiotix SA - ADR 0.83% 5,623,816 $36.6M No change
NMRA Neumora Therapeutics Inc. 0.58% 1,849,445 $25.4M No change
FATE Fate Therapeutics Inc. 0.56% 3,379,064 $24.8M No change
PRCT Procept Biorobotics Corp. 0.40% 357,939 $17.7M No change
XNCR Xencor Inc. 0.38% 748,062 $16.6M No change
ARWR Arrowhead Pharmaceuticals Inc. 0.16% 247,598 $7.1M No change
VOR Vor Biopharma Inc. 0.06% 1,074,658 $2.5M No change
NNOX Nano-X Imaging Ltd. 0.04% 158,852 $1.6M Reduce -50.0%
ALDX Aldeyra Therapeutics Inc. 0.02% 299,669 $980K No change
BIOMX INC 0.02% 1,923,201 $865K Reduce -9.8%
ACET Adicet Bio Inc. 0.02% 364,472 $857K Reduce -47.1%
LAB Standard Biotools Inc. 0.02% 311,967 $845K New
CLEARSIDE BIOMEDICAL INC 0.01% 169,629 $260K No change
TRACON PHARMACEUTICALS INC 0.00% 84,003 $36K No change
SENS Senseonics Holdings Inc. 0.00% 54,621 $29K No change

Portfolio Sells Q4 2023 → Q1 2024
SLGC Somalogic Inc. Sold out 0.00% −0.02
NNOX Nano-X Imaging Ltd. Reduce -50.0% 0.04% −0.01
ACET Adicet Bio Inc. Reduce -47.1% 0.02% −0.01
APLM Apollomics Inc. Sold out 0.00% −0.00
BIOMX INC Reduce -9.8% 0.02% +0.01

Portfolio Buys Q4 2023 → Q1 2024
LAB Standard Biotools Inc. New 0.02% +0.02
CVRX CVRX Inc. Add +17.4% 1.69% −0.81

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 15$798.7MPTGX, NBTX, MGTX, RAPP, CTNM
Q1 2026 16$652.4MPTGX, NBTX, MGTX, RAPP, CVRX
Q4 2025Amended 17$555.0MPTGX, NBTX, RAPP, MGTX, CVRX
Q3 2025Amended 20$503.9MPTGX, NBTX, MGTX, RAPP, CVRX
Q2 2025 20$334.1MPTGX, MGTX, RAPP, LEGN, NBTX
Q1 2025 20$341.9MPTGX, CVRX, MGTX, LEGN, RAPP
Q4 2024 20$386.1MPTGX, CVRX, RAPP, MGTX, CTNM
Q3 2024 20$427.3MPTGX, RAPP, LEGN, CTNM, CVRX
Q2 2024 20$400.7MPTGX, RAPP, CVRX, LEGN, CTNM
Q1 2024 22$4.4BKVUE, FUSN, CVRX, PTGX, SWAV