venBio Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), venBio Partners LLC reported 7 stock positions worth $519.4 million. Its top holding was Pharvaris (PHVS) at 30.9% of the portfolio, followed by Parabilis Medicines (PBLS, 27.8%) and Alumis (ALMS, 24.5%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 1 and reduced 1. The biggest buy was a new position in Parabilis Medicines (PBLS) and the biggest sale Harmony Biosciences (HRMY, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001776382
- Portfolio Value
- $519.4M (Q2 2026)
- SEC Filing
- 0000905148-26-003741 ↗ filed Aug 14, 2026
Holdings Value
Holdings 7 stocks · $519.4M
| PHVS Pharvaris NV | 30.92% | 4,643,430 | $160.6M | Add +0.1% |
| PBLS Parabilis Medicines Inc. | 27.75% | 5,266,697 | $144.1M | New |
| ALMS Alumis Inc. | 24.53% | 4,528,408 | $127.4M | No change |
| ACHV Achieve Life Sciences Inc. | 7.44% | 5,914,720 | $38.6M | New |
| ALXO Alx Oncology Holdings Inc. | 5.14% | 12,884,638 | $26.7M | No change |
| HRMY Harmony Biosciences Holdings | 3.31% | 472,194 | $17.2M | Reduce -3.5% |
| LYEL Lyell Immunopharma Inc. | 0.91% | 337,697 | $4.7M | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $519.4M | PHVS, PBLS, ALMS, ACHV, ALXO |
| Q1 2026 | 6 | $280.6M | PHVS, ALMS, ALXO, HRMY, LYEL |
| Q4 2025 | 6 | $216.3M | PHVS, ALMS, HRMY, ALXO, LYEL |
| Q3 2025 | 6 | $176.4M | PHVS, ALMS, ALXO, HRMY, LYEL |
| Q2 2025 | 6 | $114.8M | PHVS, HRMY, ALMS, LYEL, ALXO |
| Q1 2025 | 7 | $123.6M | PHVS, ALMS, HRMY, SLRN, ALXO |
| Q4 2024 | 7 | $170.7M | PHVS, ALMS, HRMY, ALXO, ARTV |
| Q3 2024 | 6 | $194.3M | PHVS, ALMS, HRMY, ARTV, SLRN |
| Q2 2024 | 6 | $231.5M | PHVS, ALXO, ALMS, HRMY, SLRN |
| Q1 2024 | 5 | $281.9M | ALXO, PHVS, HRMY, SLRN, ELEV |