New Leaf Venture Partners, L.L.C.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), New Leaf Venture Partners, L.L.C. reported 8 stock positions worth $52.9 million. Its top holding was Passage Bio (PASG) at 37.7% of the portfolio, followed by Edgewise Therapeutics (EWTX, 25.5%) and Arvinas (ARVN, 22.0%). Compared with Q1 2025, it sold out of 1. The biggest sale was an exit from Rocket Pharmaceuticals (RCKT).
- Most Recent 13F
- Q3 2025
- Location
- New York, NY
- CIK
- 0001631614
- Portfolio Value
- $52.9M (Q2 2025)
- SEC Filing
- 0000950123-25-007852 ↗ filed Aug 13, 2025
Holdings Value
Holdings 8 stocks · $52.9M
| PASG Passage Bio Inc. | 37.74% | 2,497,922 | $20.0M | No change |
| EWTX Edgewise Therapeutics Inc. | 25.51% | 1,030,161 | $13.5M | No change |
| ARVN Arvinas Inc. | 22.04% | 1,585,721 | $11.7M | No change |
| CRNX Crinetics Pharmaceuticals Inc. | 7.66% | 141,000 | $4.1M | No change |
| COGT Cogent Biosciences Inc. | 3.40% | 250,765 | $1.8M | No change |
| RLYB Rallybio Corp. | 2.11% | 3,301,603 | $1.1M | No change |
| ALEC Alector Inc. | 0.90% | 339,569 | $475K | No change |
| ITRMF Iterum Therapeutics PLC | 0.65% | 345,020 | $343K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| RCKT Rocket Pharmaceuticals Inc. | Sold out | 0.00% | −2.24 |
Portfolio Buys Q1 2025 → Q2 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 |