New Leaf Venture Partners, L.L.C.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), New Leaf Venture Partners, L.L.C. reported 10 stock positions worth $97.3 million. Its top holding was Edgewise Therapeutics (EWTX) at 42.6% of the portfolio, followed by Arvinas (ARVN, 36.3%) and Crinetics Pharmaceuticals (CRNX, 7.4%). Compared with Q2 2024, it added to 2. The biggest buy was Iterum Therapeutics (ITRMF, shares +255%).
- Most Recent 13F
- Q3 2025
- Location
- New York, NY
- CIK
- 0001631614
- Portfolio Value
- $97.3M (Q3 2024)
- SEC Filing
- 0000950123-24-011274 ↗ filed Nov 13, 2024
Holdings Value
Holdings 10 stocks · $97.3M
| EWTX Edgewise Therapeutics Inc. | 42.62% | 1,553,661 | $41.5M | No change |
| ARVN Arvinas Inc. | 36.32% | 1,434,721 | $35.3M | Add +11.3% |
| CRNX Crinetics Pharmaceuticals Inc. | 7.41% | 141,000 | $7.2M | No change |
| RLYB Rallybio Corp. | 3.97% | 3,301,603 | $3.9M | No change |
| RCKT Rocket Pharmaceuticals Inc. | 2.86% | 150,706 | $2.8M | No change |
| COGT Cogent Biosciences Inc. | 2.78% | 250,765 | $2.7M | No change |
| PASG Passage Bio Inc. | 1.80% | 2,497,922 | $1.7M | No change |
| ALEC Alector Inc. | 1.63% | 339,569 | $1.6M | No change |
| ITRMF Iterum Therapeutics PLC | 0.39% | 345,020 | $376K | Add +255.4% |
| XFOR X4 Pharmaceuticals Inc. | 0.23% | 335,000 | $224K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| None this quarter. | |||
Portfolio Buys Q2 2024 → Q3 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 |