venBio Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), venBio Partners LLC reported 6 stock positions worth $176.4 million. Its top holding was Pharvaris (PHVS) at 65.6% of the portfolio, followed by Alumis (ALMS, 10.4%) and Alx Oncology (ALXO, 10.1%). Compared with Q2 2025, it added to 1. The biggest buy was Pharvaris (PHVS, shares +8%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001776382
- Portfolio Value
- $176.4M (Q3 2025)
- SEC Filing
- 0000905148-25-004034 ↗ filed Nov 14, 2025
Holdings Value
Holdings 6 stocks · $176.4M
| PHVS Pharvaris NV | 65.62% | 4,639,304 | $115.8M | Add +8.2% |
| ALMS Alumis Inc. | 10.45% | 4,619,803 | $18.4M | No change |
| ALXO Alx Oncology Holdings Inc. | 10.06% | 9,699,925 | $17.8M | No change |
| HRMY Harmony Biosciences Holdings | 7.64% | 489,194 | $13.5M | No change |
| LYEL Lyell Immunopharma Inc. | 4.36% | 473,479 | $7.7M | No change |
| ARTV Artiva Biotherapeutics Inc. | 1.87% | 1,148,975 | $3.3M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
| PHVS Pharvaris NV | Add +8.2% | 65.62% | −0.17 |
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 |