Johnson & Johnson

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Johnson & Johnson reported 16 stock positions worth $652.4 million. Its top holding was Protagonist Therapeutics (PTGX) at 39.6% of the portfolio, followed by Nanobiotix SA - ADR (NBTX, 26.6%) and Meiragtx (MGTX, 8.8%). Compared with Q4 2025, it sold out of 1 and reduced 2. The biggest sale was an exit from Lyell Immunopharma (LYEL).

Most Recent 13F
Q2 2026
Location
NEW BRUNSWICK, NJ
CIK
0000200406
Portfolio Value
$652.4M (Q1 2026)
SEC Filing
0000904454-26-000280 ↗ filed May 13, 2026

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $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 $652.4M Q1 2026 Q2 2026: $798.7M Q2 2026

Holdings 16 stocks · $652.4M
PTGX Protagonist Therapeutics Inc. 39.57% 2,449,183 $258.1M No change
NBTX Nanobiotix SA - ADR 26.61% 5,623,816 $173.6M No change
MGTX Meiragtx Holdings PLC 8.82% 6,641,064 $57.5M No change
RAPP Rapport Therapeutics Inc. 8.56% 1,784,517 $55.8M No change
CVRX CVRX Inc. 5.84% 4,024,861 $38.1M No change
CTNM Contineum Therapeutics Inc. Class A 3.96% 1,979,173 $25.8M No change
LEGN Legend Biotech Corp.-ADR 2.26% 814,586 $14.7M No change
XNCR Xencor Inc. 1.38% 748,062 $9.0M No change
PRCT Procept Biorobotics Corp. 1.37% 357,939 $9.0M No change
FATE Fate Therapeutics Inc. 0.62% 3,379,064 $4.1M No change
NMRA Neumora Therapeutics Inc. 0.55% 1,849,445 $3.6M No change
RLYB Rallybio Corp. 0.21% 152,901 $1.4M Reduce -66.4%
VOR Vor Biopharma Inc. 0.15% 53,732 $959K No change
LAB Standard Biotools Inc. 0.04% 311,967 $287K No change
NNOX Nano-X Imaging Ltd. 0.03% 83,554 $190K Reduce -47.4%
ACET Adicet Bio Inc. 0.02% 22,779 $155K No change

Portfolio Sells Q4 2025 → Q1 2026
LYEL Lyell Immunopharma Inc. Sold out 0.00% −0.30
RLYB Rallybio Corp. Reduce -66.4% 0.21% −0.24
NNOX Nano-X Imaging Ltd. Reduce -47.4% 0.03% −0.05

Portfolio Buys Q4 2025 → Q1 2026
None this quarter.

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