New Leaf Venture Partners, L.L.C.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), New Leaf Venture Partners, L.L.C. reported 9 stock positions worth $74.8 million. Its top holding was Arvinas (ARVN) at 40.6% of the portfolio, followed by Edgewise Therapeutics (EWTX, 36.8%) and Crinetics Pharmaceuticals (CRNX, 9.6%). Compared with Q3 2024, it sold out of 1, added to 1 and reduced 1. The biggest buy was Arvinas (ARVN, shares +11%) and the biggest sale Edgewise Therapeutics (EWTX, shares −34%).
- Most Recent 13F
- Q3 2025
- Location
- New York, NY
- CIK
- 0001631614
- Portfolio Value
- $74.8M (Q4 2024)
- SEC Filing
- 0000950123-25-002058 ↗ filed Feb 13, 2025
Holdings Value
Holdings 9 stocks · $74.8M
| ARVN Arvinas Inc. | 40.64% | 1,585,721 | $30.4M | Add +10.5% |
| EWTX Edgewise Therapeutics Inc. | 36.77% | 1,030,161 | $27.5M | Reduce -33.7% |
| CRNX Crinetics Pharmaceuticals Inc. | 9.64% | 141,000 | $7.2M | No change |
| RLYB Rallybio Corp. | 4.24% | 3,301,603 | $3.2M | No change |
| COGT Cogent Biosciences Inc. | 2.61% | 250,765 | $2.0M | No change |
| RCKT Rocket Pharmaceuticals Inc. | 2.53% | 150,706 | $1.9M | No change |
| PASG Passage Bio Inc. | 1.89% | 2,497,922 | $1.4M | No change |
| ALEC Alector Inc. | 0.86% | 339,569 | $642K | No change |
| ITRMF Iterum Therapeutics PLC | 0.82% | 345,020 | $611K | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| ARVN Arvinas Inc. | Add +10.5% | 40.64% | +4.32 |
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 |