Takeda Pharmaceutical Co. Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Takeda Pharmaceutical Co. Ltd. reported 11 stock positions worth $19.6 million. Its top holding was Hillevax (HLVX) at 68.4% of the portfolio, followed by Ovid Therapeutics (OVID, 12.7%) and Xilio Therapeutics (XLO, 5.1%). Its holdings were unchanged from Q1 2025.
- Most Recent 13F
- Q3 2025
- Location
- Tokyo, M0
- CIK
- 0001395064
- Portfolio Value
- $19.6M (Q2 2025)
- SEC Filing
- 0001395064-25-000124 ↗ filed Aug 8, 2025
Holdings Value
Holdings 11 stocks · $19.6M
| HLVX Hillevax Inc. | 68.43% | 6,724,000 | $13.4M | No change |
| OVID Ovid Therapeutics Inc. | 12.71% | 7,531,996 | $2.5M | No change |
| XLO Xilio Therapeutics Inc. | 5.13% | 1,475,121 | $1.0M | No change |
| AMWL American Well Corp. Class A | 3.53% | 77,733 | $691K | No change |
| EQ Equillium Inc. | 2.94% | 1,824,977 | $575K | No change |
| STTK Shattuck Labs Inc. | 2.09% | 515,619 | $408K | No change |
| LYEL Lyell Immunopharma Inc. | 1.86% | 41,165 | $364K | No change |
| TSBX Turnstone Biologics Corp. | 1.64% | 895,824 | $322K | No change |
| THRD Third Harmonic Bio Inc. | 1.02% | 36,835 | $200K | No change |
| RANI Rani Therapeutics Holdings Class A | 0.53% | 203,190 | $104K | No change |
| LAB Standard Biotools Inc. | 0.10% | 16,515 | $20K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 8 | $16.4M | OVID, EQ, XLO, STTK, LYEL |
| Q2 2025 | 11 | $19.6M | HLVX, OVID, XLO, AMWL, EQ |
| Q1 2025 | 11 | $16.2M | HLVX, OVID, XLO, EQ, AMWL |
| Q4 2024 | 11 | $26.6M | HLVX, OVID, XLO, EQ, STTK |
| Q3 2024 | 10 | $38.0M | HLVX, WVE, OVID, STTK, EQ |
| Q2 2024 | 13 | $232.3M | DNLI, HLVX, PHAT, WVE, OVID |
| Q1 2024 | 15 | $289.0M | HLVX, DNLI, PHAT, OVID, STTK |