venBio Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), venBio Partners LLC reported 6 stock positions worth $280.6 million. Its top holding was Pharvaris (PHVS) at 46.7% of the portfolio, followed by Alumis (ALMS, 35.6%) and Alx Oncology (ALXO, 9.2%). Compared with Q4 2025, it added to 1 and reduced 2. The biggest buy was Alx Oncology (ALXO, shares +33%) and the biggest sale Artiva Biotherapeutics (ARTV, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001776382
- Portfolio Value
- $280.6M (Q1 2026)
- SEC Filing
- 0000905148-26-002409 ↗ filed May 15, 2026
Holdings Value
Holdings 6 stocks · $280.6M
| PHVS Pharvaris NV | 46.72% | 4,639,304 | $131.1M | No change |
| ALMS Alumis Inc. | 35.56% | 4,528,408 | $99.8M | Reduce -2.0% |
| ALXO Alx Oncology Holdings Inc. | 9.21% | 12,884,638 | $25.8M | Add +32.8% |
| HRMY Harmony Biosciences Holdings | 4.88% | 489,194 | $13.7M | No change |
| LYEL Lyell Immunopharma Inc. | 2.41% | 337,697 | $6.8M | No change |
| ARTV Artiva Biotherapeutics Inc. | 1.22% | 531,337 | $3.4M | Reduce -18.1% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| ALXO Alx Oncology Holdings Inc. | Add +32.8% | 9.21% | +4.14 |
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 |