venBio Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), venBio Partners LLC reported 6 stock positions worth $114.8 million. Its top holding was Pharvaris (PHVS) at 65.8% of the portfolio, followed by Harmony Biosciences (HRMY, 13.5%) and Alumis (ALMS, 12.1%). Compared with Q1 2025, it sold out of 1, added to 2 and reduced 1. The biggest buy was Lyell Immunopharma (LYEL, shares +33%) and the biggest sale an exit from Acelyrin (SLRN).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001776382
- Portfolio Value
- $114.8M (Q2 2025)
- SEC Filing
- 0000905148-25-002929 ↗ filed Aug 14, 2025
Holdings Value
Holdings 6 stocks · $114.8M
| PHVS Pharvaris NV | 65.78% | 4,289,304 | $75.5M | No change |
| HRMY Harmony Biosciences Holdings | 13.47% | 489,194 | $15.5M | No change |
| ALMS Alumis Inc. | 12.08% | 4,619,803 | $13.9M | Add +65.7% |
| LYEL Lyell Immunopharma Inc. | 3.65% | 473,479 | $4.2M | Add +33.3% |
| ALXO Alx Oncology Holdings Inc. | 3.51% | 9,699,925 | $4.0M | No change |
| ARTV Artiva Biotherapeutics Inc. | 1.51% | 1,148,975 | $1.7M | Reduce -4.2% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |