New Leaf Venture Partners, L.L.C.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), New Leaf Venture Partners, L.L.C. reported 7 stock positions worth $43.0 million. Its top holding was Edgewise Therapeutics (EWTX) at 38.8% of the portfolio, followed by Arvinas (ARVN, 31.4%) and Crinetics Pharmaceuticals (CRNX, 13.6%). Compared with Q2 2025, it sold out of 1 and reduced 1. The biggest sale was Passage Bio (PASG, shares −97%).
- Most Recent 13F
- Q3 2025
- Location
- New York, NY
- CIK
- 0001631614
- Portfolio Value
- $43.0M (Q3 2025)
- SEC Filing
- 0001193125-25-280589 ↗ filed Nov 14, 2025
Holdings Value
Holdings 7 stocks · $43.0M
| EWTX Edgewise Therapeutics Inc. | 38.82% | 1,030,161 | $16.7M | No change |
| ARVN Arvinas Inc. | 31.38% | 1,585,721 | $13.5M | No change |
| CRNX Crinetics Pharmaceuticals Inc. | 13.64% | 141,000 | $5.9M | No change |
| COGT Cogent Biosciences Inc. | 8.37% | 250,765 | $3.6M | No change |
| RLYB Rallybio Corp. | 3.83% | 3,301,603 | $1.6M | No change |
| ALEC Alector Inc. | 2.33% | 339,569 | $1.0M | No change |
| PASG Passage Bio Inc. filed as PASG | 1.63% | 87,426 | $702K | Reduce -96.5% |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 7 | $43.0M | EWTX, ARVN, CRNX, COGT, RLYB |
| Q2 2025 | 8 | $52.9M | PASG, EWTX, ARVN, CRNX, COGT |
| Q1 2025 | 9 | $44.9M | EWTX, ARVN, CRNX, RLYB, COGT |
| Q4 2024 | 9 | $74.8M | ARVN, EWTX, CRNX, RLYB, COGT |
| Q3 2024 | 10 | $97.3M | EWTX, ARVN, CRNX, RLYB, RCKT |
| Q2 2024 | 10 | $82.2M | ARVN, EWTX, CRNX, RLYB, RCKT |
| Q1 2024 | 11 | $114.3M | ARVN, EWTX, DCPH, CRNX, RLYB |