venBio Partners LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), venBio Partners LLC reported 6 stock positions worth $194.3 million. Its top holding was Pharvaris (PHVS) at 40.9% of the portfolio, followed by Alumis (ALMS, 15.5%) and Harmony Biosciences (HRMY, 12.7%). Compared with Q2 2024, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Artiva Biotherapeutics (ARTV) and the biggest sale an exit from Elevation Oncology (ELEV).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001776382
Portfolio Value
$194.3M (Q3 2024)
SEC Filing
0000905148-24-003147 ↗ filed Nov 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $281.9M Q1 2024 Q2 2024: $231.5M Q2 2024 Q3 2024: $194.3M $194.3M Q3 2024 Q4 2024: $170.7M Q4 2024 Q1 2025: $123.6M Q1 2025 Q2 2025: $114.8M Q2 2025 Q3 2025: $176.4M Q3 2025 Q4 2025: $216.3M Q4 2025 Q1 2026: $280.6M Q1 2026 Q2 2026: $519.4M Q2 2026

Holdings 6 stocks · $194.3M

PHVS Pharvaris NV 40.88% 4,289,304 $79.4M No change
ALMS Alumis Inc. 15.53% 2,826,048 $30.2M No change
HRMY Harmony Biosciences Holdings 12.65% 614,594 $24.6M Reduce -40.6%
ARTV Artiva Biotherapeutics Inc. 12.08% 1,519,971 $23.5M New
SLRN Acelyrin Inc. 9.77% 3,852,470 $19.0M No change
ALXO Alx Oncology Holdings Inc. 9.08% 9,699,925 $17.7M No change

Portfolio Sells Q2 2024 → Q3 2024

ELEV Elevation Oncology Inc. Sold out 0.00% −2.84
HRMY Harmony Biosciences Holdings Reduce -40.6% 12.65% −0.84

Portfolio Buys Q2 2024 → Q3 2024

ARTV Artiva Biotherapeutics Inc. New 12.08% +12.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 7$519.4MPHVS, PBLS, ALMS, ACHV, ALXO
Q1 2026 6$280.6MPHVS, ALMS, ALXO, HRMY, LYEL
Q4 2025 6$216.3MPHVS, ALMS, HRMY, ALXO, LYEL
Q3 2025 6$176.4MPHVS, ALMS, ALXO, HRMY, LYEL
Q2 2025 6$114.8MPHVS, HRMY, ALMS, LYEL, ALXO
Q1 2025 7$123.6MPHVS, ALMS, HRMY, SLRN, ALXO
Q4 2024 7$170.7MPHVS, ALMS, HRMY, ALXO, ARTV
Q3 2024 6$194.3MPHVS, ALMS, HRMY, ARTV, SLRN
Q2 2024 6$231.5MPHVS, ALXO, ALMS, HRMY, SLRN
Q1 2024 5$281.9MALXO, PHVS, HRMY, SLRN, ELEV