venBio Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), venBio Partners LLC reported 6 stock positions worth $216.3 million. Its top holding was Pharvaris (PHVS) at 59.5% of the portfolio, followed by Alumis (ALMS, 20.8%) and Harmony Biosciences (HRMY, 8.5%). Compared with Q3 2025, it reduced 2. The biggest sale was Artiva Biotherapeutics (ARTV, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001776382
- Portfolio Value
- $216.3M (Q4 2025)
- SEC Filing
- 0000905148-26-000841 ↗ filed Feb 17, 2026
Holdings Value
Holdings 6 stocks · $216.3M
| PHVS Pharvaris NV | 59.53% | 4,639,304 | $128.7M | No change |
| ALMS Alumis Inc. | 20.85% | 4,619,803 | $45.1M | No change |
| HRMY Harmony Biosciences Holdings | 8.46% | 489,194 | $18.3M | No change |
| ALXO Alx Oncology Holdings Inc. | 5.07% | 9,699,925 | $11.0M | No change |
| LYEL Lyell Immunopharma Inc. | 4.81% | 337,697 | $10.4M | Reduce -28.7% |
| ARTV Artiva Biotherapeutics Inc. | 1.29% | 648,507 | $2.8M | Reduce -43.6% |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |