Johnson & Johnson
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Johnson & Johnson reported 20 stock positions worth $341.9 million. Its top holding was Protagonist Therapeutics (PTGX) at 34.6% of the portfolio, followed by CVRX (CVRX, 14.7%) and Meiragtx (MGTX, 13.2%). Its holdings were unchanged from Q4 2024.
- Most Recent 13F
- Q2 2026
- Location
- NEW BRUNSWICK, NJ
- CIK
- 0000200406
- Portfolio Value
- $341.9M (Q1 2025)
- SEC Filing
- 0000904454-25-000238 ↗ filed May 7, 2025
Holdings Value
Holdings 20 stocks · $341.9M
| PTGX Protagonist Therapeutics Inc. | 34.65% | 2,449,183 | $118.4M | No change |
| CVRX CVRX Inc. | 14.68% | 4,103,430 | $50.2M | No change |
| MGTX Meiragtx Holdings PLC | 13.17% | 6,641,064 | $45.0M | No change |
| LEGN Legend Biotech Corp.-ADR | 8.08% | 814,586 | $27.6M | No change |
| RAPP Rapport Therapeutics Inc. | 7.33% | 2,498,051 | $25.1M | No change |
| PRCT Procept Biorobotics Corp. | 6.10% | 357,939 | $20.9M | No change |
| NBTX Nanobiotix SA - ADR | 5.89% | 5,623,816 | $20.1M | No change |
| CTNM Contineum Therapeutics Inc. Class A | 4.04% | 1,979,173 | $13.8M | No change |
| XNCR Xencor Inc. | 2.33% | 748,062 | $8.0M | No change |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.92% | 247,598 | $3.2M | No change |
| FATE Fate Therapeutics Inc. | 0.78% | 3,379,064 | $2.7M | No change |
| RLYB Rallybio Corp. | 0.70% | 3,636,363 | $2.4M | No change |
| NMRA Neumora Therapeutics Inc. | 0.54% | 1,849,445 | $1.8M | No change |
| NNOX Nano-X Imaging Ltd. | 0.23% | 158,852 | $793K | No change |
| VOR Vor Biopharma Inc. | 0.23% | 1,074,658 | $771K | No change |
| LYEL Lyell Immunopharma Inc. | 0.13% | 823,317 | $443K | No change |
| LAB Standard Biotools Inc. | 0.10% | 311,967 | $337K | No change |
| ACET Adicet Bio Inc. | 0.08% | 364,472 | $275K | No change |
| BIOMX INC | 0.02% | 96,866 | $54K | No change |
| SENS Senseonics Holdings Inc. | 0.01% | 54,621 | $36K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| None this quarter. | |||
Portfolio Buys Q4 2024 → Q1 2025
| None this quarter. | |||
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 |