Johnson & Johnson
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Johnson & Johnson reported 20 stock positions worth $386.1 million. Its top holding was Protagonist Therapeutics (PTGX) at 24.5% of the portfolio, followed by CVRX (CVRX, 13.5%) and Rapport Therapeutics (RAPP, 11.5%). Compared with Q3 2024, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Lyell Immunopharma (LYEL) and the biggest sale Biomx (shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- NEW BRUNSWICK, NJ
- CIK
- 0000200406
- Portfolio Value
- $386.1M (Q4 2024)
- SEC Filing
- 0000904454-25-000124 ↗ filed Feb 13, 2025
Holdings Value
Holdings 20 stocks · $386.1M
| PTGX Protagonist Therapeutics Inc. | 24.48% | 2,449,183 | $94.5M | No change |
| CVRX CVRX Inc. | 13.46% | 4,103,430 | $52.0M | No change |
| RAPP Rapport Therapeutics Inc. | 11.48% | 2,498,051 | $44.3M | No change |
| MGTX Meiragtx Holdings PLC | 10.47% | 6,641,064 | $40.4M | No change |
| CTNM Contineum Therapeutics Inc. Class A | 7.51% | 1,979,173 | $29.0M | No change |
| PRCT Procept Biorobotics Corp. | 7.46% | 357,939 | $28.8M | No change |
| LEGN Legend Biotech Corp.-ADR | 6.86% | 814,586 | $26.5M | No change |
| NMRA Neumora Therapeutics Inc. | 5.08% | 1,849,445 | $19.6M | No change |
| XNCR Xencor Inc. | 4.45% | 748,062 | $17.2M | No change |
| NBTX Nanobiotix SA - ADR | 4.18% | 5,623,816 | $16.1M | No change |
| FATE Fate Therapeutics Inc. | 1.44% | 3,379,064 | $5.6M | No change |
| ARWR Arrowhead Pharmaceuticals Inc. | 1.21% | 247,598 | $4.7M | No change |
| RLYB Rallybio Corp. | 0.90% | 3,636,363 | $3.5M | No change |
| VOR Vor Biopharma Inc. | 0.31% | 1,074,658 | $1.2M | No change |
| NNOX Nano-X Imaging Ltd. | 0.30% | 158,852 | $1.1M | No change |
| LAB Standard Biotools Inc. | 0.14% | 311,967 | $546K | No change |
| LYEL Lyell Immunopharma Inc. | 0.14% | 823,317 | $527K | New |
| ACET Adicet Bio Inc. | 0.09% | 364,472 | $351K | No change |
| BIOMX INC | 0.02% | 96,866 | $71K | Reduce -49.6% |
| SENS Senseonics Holdings Inc. | 0.01% | 54,621 | $29K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| BIOMX INC | Reduce -49.6% | 0.02% | −0.03 |
| CLEARSIDE BIOMEDICAL INC | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| LYEL Lyell Immunopharma Inc. | New | 0.14% | +0.14 |
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 |