Johnson & Johnson
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Johnson & Johnson reported 20 stock positions worth $334.1 million. Its top holding was Protagonist Therapeutics (PTGX) at 40.8% of the portfolio, followed by Meiragtx (MGTX, 13.1%) and Rapport Therapeutics (RAPP, 8.5%). Its holdings were unchanged from Q1 2025.
- Most Recent 13F
- Q2 2026
- Location
- NEW BRUNSWICK, NJ
- CIK
- 0000200406
- Portfolio Value
- $334.1M (Q2 2025)
- SEC Filing
- 0000904454-25-000367 ↗ filed Jul 22, 2025
Holdings Value
Holdings 20 stocks · $334.1M
| PTGX Protagonist Therapeutics Inc. | 40.83% | 2,449,183 | $136.4M | No change |
| MGTX Meiragtx Holdings PLC | 13.14% | 6,641,064 | $43.9M | No change |
| RAPP Rapport Therapeutics Inc. | 8.55% | 2,498,051 | $28.6M | No change |
| LEGN Legend Biotech Corp.-ADR | 8.44% | 814,586 | $28.2M | No change |
| NBTX Nanobiotix SA - ADR | 7.62% | 5,623,816 | $25.5M | No change |
| CVRX CVRX Inc. | 7.15% | 4,103,430 | $23.9M | No change |
| PRCT Procept Biorobotics Corp. | 6.10% | 357,939 | $20.4M | No change |
| CTNM Contineum Therapeutics Inc. Class A | 2.43% | 1,979,173 | $8.1M | No change |
| XNCR Xencor Inc. | 1.82% | 748,062 | $6.1M | No change |
| ARWR Arrowhead Pharmaceuticals Inc. | 1.19% | 247,598 | $4.0M | No change |
| FATE Fate Therapeutics Inc. | 1.05% | 3,379,064 | $3.5M | No change |
| NMRA Neumora Therapeutics Inc. | 0.42% | 1,849,445 | $1.4M | No change |
| RLYB Rallybio Corp. | 0.36% | 3,636,363 | $1.2M | No change |
| VOR Vor Biopharma Inc. | 0.34% | 1,074,658 | $1.1M | No change |
| NNOX Nano-X Imaging Ltd. | 0.25% | 158,852 | $831K | No change |
| LAB Standard Biotools Inc. | 0.11% | 311,967 | $371K | No change |
| LYEL Lyell Immunopharma Inc. | 0.11% | 41,165 | $368K | No change |
| ACET Adicet Bio Inc. | 0.07% | 364,472 | $228K | No change |
| BIOMX INC | 0.01% | 96,866 | $43K | No change |
| SENS Senseonics Holdings Inc. | 0.01% | 54,621 | $27K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 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 |