Johnson & Johnson
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed March 18, 2026), Johnson & Johnson reported 20 stock positions worth $503.9 million. Its top holding was Protagonist Therapeutics (PTGX) at 32.3% of the portfolio, followed by Nanobiotix SA - ADR (NBTX, 21.1%) and Meiragtx (MGTX, 10.8%). Compared with Q2 2025, it opened 1 new position, sold out of 1 and reduced 2. The biggest buy was a new position in Lyell Immunopharma (LYEL) and the biggest sale an exit from Lyell Immunopharma (LYEL).
- Most Recent 13F
- Q2 2026
- Location
- NEW BRUNSWICK, NJ
- CIK
- 0000200406
- Portfolio Value
- $503.9M (Q3 2025)
- SEC Filing
- 0000904454-26-000190 ↗ filed Mar 18, 2026
Holdings Value
Holdings 20 stocks · $503.9M
| PTGX Protagonist Therapeutics Inc. | 32.29% | 2,449,183 | $162.7M | No change |
| NBTX Nanobiotix SA - ADR | 21.08% | 5,623,816 | $106.2M | No change |
| MGTX Meiragtx Holdings PLC | 10.85% | 6,641,064 | $54.7M | No change |
| RAPP Rapport Therapeutics Inc. | 10.52% | 1,784,517 | $53.0M | Reduce -28.6% |
| CVRX CVRX Inc. | 6.57% | 4,103,430 | $33.1M | No change |
| LEGN Legend Biotech Corp.-ADR | 5.27% | 814,586 | $26.6M | No change |
| CTNM Contineum Therapeutics Inc. Class A | 4.61% | 1,979,173 | $23.3M | No change |
| PRCT Procept Biorobotics Corp. | 2.54% | 357,939 | $12.8M | No change |
| XNCR Xencor Inc. | 1.74% | 748,062 | $8.8M | No change |
| ARWR Arrowhead Pharmaceuticals Inc. | 1.69% | 247,598 | $8.5M | No change |
| FATE Fate Therapeutics Inc. | 0.84% | 3,379,064 | $4.3M | No change |
| NMRA Neumora Therapeutics Inc. | 0.67% | 1,849,445 | $3.4M | No change |
| VOR Vor Biopharma Inc. | 0.52% | 53,732 | $2.6M | Reduce -95.0% |
| RLYB Rallybio Corp. | 0.36% | 3,636,363 | $1.8M | No change |
| LYEL Lyell Immunopharma Inc. | 0.18% | 54,887 | $891K | New |
| NNOX Nano-X Imaging Ltd. | 0.12% | 158,852 | $588K | No change |
| LAB Standard Biotools Inc. | 0.08% | 311,967 | $406K | No change |
| ACET Adicet Bio Inc. | 0.06% | 364,472 | $295K | No change |
| BIOMX INC | 0.01% | 96,866 | $51K | No change |
| SENS Senseonics Holdings Inc. | 0.00% | 54,621 | $24K | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| LYEL Lyell Immunopharma Inc. | New | 0.18% | +0.18 |
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 |