venBio Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), venBio Partners LLC reported 7 stock positions worth $170.7 million. Its top holding was Pharvaris (PHVS) at 48.2% of the portfolio, followed by Alumis (ALMS, 12.8%) and Harmony Biosciences (HRMY, 10.9%). Compared with Q3 2024, it opened 1 new position and reduced 3. The biggest buy was a new position in Lyell Immunopharma (LYEL) and the biggest sale Acelyrin (SLRN, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001776382
- Portfolio Value
- $170.7M (Q4 2024)
- SEC Filing
- 0000905148-25-000652 ↗ filed Feb 14, 2025
Holdings Value
Holdings 7 stocks · $170.7M
| PHVS Pharvaris NV | 48.17% | 4,289,304 | $82.2M | No change |
| ALMS Alumis Inc. | 12.83% | 2,787,398 | $21.9M | Reduce -1.4% |
| HRMY Harmony Biosciences Holdings | 10.87% | 539,194 | $18.6M | Reduce -12.3% |
| ALXO Alx Oncology Holdings Inc. | 9.49% | 9,699,925 | $16.2M | No change |
| ARTV Artiva Biotherapeutics Inc. | 8.98% | 1,519,971 | $15.3M | No change |
| SLRN Acelyrin Inc. | 7.00% | 3,806,410 | $12.0M | Reduce -1.2% |
| LYEL Lyell Immunopharma Inc. | 2.66% | 7,102,190 | $4.5M | New |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| LYEL Lyell Immunopharma Inc. | New | 2.66% | +2.66 |
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 |