New Leaf Venture Partners, L.L.C.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), New Leaf Venture Partners, L.L.C. reported 10 stock positions worth $82.2 million. Its top holding was Arvinas (ARVN) at 41.7% of the portfolio, followed by Edgewise Therapeutics (EWTX, 34.0%) and Crinetics Pharmaceuticals (CRNX, 7.7%). Compared with Q1 2024, it sold out of 1 and added to 2. The biggest buy was Rocket Pharmaceuticals (RCKT, shares +27%) and the biggest sale an exit from Deciphera Pharmaceuticals (DCPH).
- Most Recent 13F
- Q3 2025
- Location
- New York, NY
- CIK
- 0001631614
- Portfolio Value
- $82.2M (Q2 2024)
- SEC Filing
- 0000950123-24-008255 ↗ filed Aug 14, 2024
Holdings Value
Holdings 10 stocks · $82.2M
| ARVN Arvinas Inc. | 41.74% | 1,289,521 | $34.3M | No change |
| EWTX Edgewise Therapeutics Inc. | 34.03% | 1,553,661 | $28.0M | No change |
| CRNX Crinetics Pharmaceuticals Inc. | 7.68% | 141,000 | $6.3M | No change |
| RLYB Rallybio Corp. | 5.38% | 3,301,603 | $4.4M | No change |
| RCKT Rocket Pharmaceuticals Inc. | 3.95% | 150,706 | $3.2M | Add +27.5% |
| COGT Cogent Biosciences Inc. | 2.57% | 250,765 | $2.1M | No change |
| PASG Passage Bio Inc. | 2.41% | 2,497,922 | $2.0M | No change |
| ALEC Alector Inc. | 1.87% | 339,569 | $1.5M | No change |
| XFOR X4 Pharmaceuticals Inc. | 0.24% | 335,000 | $194K | No change |
| ITRMF Iterum Therapeutics PLC | 0.14% | 97,086 | $111K | Add +0.0% |
Portfolio Sells Q1 2024 → Q2 2024
| DCPH Deciphera Pharmaceuticals Inc. | Sold out | 0.00% | −7.94 |
Portfolio Buys Q1 2024 → Q2 2024
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 |