New Leaf Venture Partners, L.L.C.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), New Leaf Venture Partners, L.L.C. reported 11 stock positions worth $114.3 million. Its top holding was Arvinas (ARVN) at 46.6% of the portfolio, followed by Edgewise Therapeutics (EWTX, 24.8%) and Deciphera Pharmaceuticals (DCPH, 7.9%). Compared with Q4 2023, it sold out of 1. The biggest sale was an exit from Harpoon Therapeutics.

Most Recent 13F
Q3 2025
Location
New York, NY
CIK
0001631614
Portfolio Value
$114.3M (Q1 2024)
SEC Filing
0000950123-24-005071 ↗ filed May 14, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $114.3M $114.3M Q1 2024 Q2 2024: $82.2M Q2 2024 Q3 2024: $97.3M Q3 2024 Q4 2024: $74.8M Q4 2024 Q1 2025: $44.9M Q1 2025 Q2 2025: $52.9M Q2 2025 Q3 2025: $43.0M Q3 2025

Holdings 11 stocks · $114.3M
ARVN Arvinas Inc. 46.59% 1,289,521 $53.2M No change
EWTX Edgewise Therapeutics Inc. 24.80% 1,553,661 $28.3M No change
DCPH Deciphera Pharmaceuticals Inc. 7.94% 576,975 $9.1M No change
CRNX Crinetics Pharmaceuticals Inc. 5.78% 141,000 $6.6M No change
RLYB Rallybio Corp. 5.35% 3,301,603 $6.1M No change
PASG Passage Bio Inc. 2.95% 2,497,922 $3.4M No change
RCKT Rocket Pharmaceuticals Inc. 2.79% 118,242 $3.2M No change
ALEC Alector Inc. 1.79% 339,569 $2.0M No change
COGT Cogent Biosciences Inc. 1.47% 250,765 $1.7M No change
XFOR X4 Pharmaceuticals Inc. 0.41% 335,000 $466K No change
ITRMF Iterum Therapeutics PLC 0.13% 97,084 $150K No change

Portfolio Sells Q4 2023 → Q1 2024
HARPOON THERAPEUTICS INC Sold out 0.00% −17.03

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 7$43.0MEWTX, ARVN, CRNX, COGT, RLYB
Q2 2025 8$52.9MPASG, EWTX, ARVN, CRNX, COGT
Q1 2025 9$44.9MEWTX, ARVN, CRNX, RLYB, COGT
Q4 2024 9$74.8MARVN, EWTX, CRNX, RLYB, COGT
Q3 2024 10$97.3MEWTX, ARVN, CRNX, RLYB, RCKT
Q2 2024 10$82.2MARVN, EWTX, CRNX, RLYB, RCKT
Q1 2024 11$114.3MARVN, EWTX, DCPH, CRNX, RLYB