venBio Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), venBio Partners LLC reported 7 stock positions worth $123.6 million. Its top holding was Pharvaris (PHVS) at 54.5% of the portfolio, followed by Alumis (ALMS, 13.9%) and Harmony Biosciences (HRMY, 13.1%). Compared with Q4 2024, it reduced 2. The biggest sale was Artiva Biotherapeutics (ARTV, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001776382
- Portfolio Value
- $123.6M (Q1 2025)
- SEC Filing
- 0000905148-25-001748 ↗ filed May 15, 2025
Holdings Value
Holdings 7 stocks · $123.6M
| PHVS Pharvaris NV | 54.50% | 4,289,304 | $67.3M | No change |
| ALMS Alumis Inc. | 13.85% | 2,787,398 | $17.1M | No change |
| HRMY Harmony Biosciences Holdings | 13.14% | 489,194 | $16.2M | Reduce -9.3% |
| SLRN Acelyrin Inc. | 7.61% | 3,806,410 | $9.4M | No change |
| ALXO Alx Oncology Holdings Inc. | 4.89% | 9,699,925 | $6.0M | No change |
| LYEL Lyell Immunopharma Inc. | 3.09% | 7,102,190 | $3.8M | No change |
| ARTV Artiva Biotherapeutics Inc. | 2.91% | 1,198,975 | $3.6M | Reduce -21.1% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| None this quarter. | |||
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 |