Vault-13

NOVO HOLDINGS A/S

HELLERUP, G7 · CIK 1388325 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$1.7bn reported value +39.5% vs Q1 2026
25positions
73.5%in top 10
6 new 2 added 8 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 EDGEWISE THERAPEUTICS INC COM EWTX EWTX 5,350,000 $217.4m12.62% 12.62% UnchangedShares held: Q3 2025 5.3m, Q4 2025 5.3m, Q1 2026 5.3m, Q2 2026 5.3m
2 ASML HOLDING N V N Y REGISTRY SHS ASML ASML 94,946 $188.9m10.97% 10.97% UnchangedShares held: Q3 2025 145.8k, Q4 2025 113.9k, Q1 2026 94.9k, Q2 2026 94.9k
3 HEMAB THERAPEUTICS HLDGS INC COM SHS COAG COAG 4,180,550 $153.6m8.92% 8.92% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 4.2m
4 BROOKFIELD CORP CL A LTD VT SH BN BN 3,496,245 $149.5m8.68% 8.68% UnchangedShares held: Q3 2025 3.5m, Q4 2025 3.5m, Q1 2026 3.5m, Q2 2026 3.5m
5 MAPLIGHT THERAPEUTICS INC COM MPLT MPLT 3,686,622 $132.1m7.67% 7.67% UnchangedShares held: Q3 2025 0, Q4 2025 3.7m, Q1 2026 3.7m, Q2 2026 3.7m
6 MIRUM PHARMACEUTICALS INC COM MIRM MIRM 1,125,000 $131.7m7.65% 7.65% ReducedShares held: Q3 2025 1.3m, Q4 2025 1.3m, Q1 2026 1.3m, Q2 2026 1.1m -200.0k -200,000 -15.1%
7 AVALYN PHARMACEUTICALS INC COM SHS AVLN AVLN 3,883,289 $127.8m7.42% 7.42% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 3.9m
8 SALESFORCE INC COM CRM CRM 393,187 $61.6m3.58% 3.58% UnchangedShares held: Q3 2025 330.2k, Q4 2025 330.2k, Q1 2026 393.2k, Q2 2026 393.2k
9 ARRIVENT BIOPHARMA INC COM AVBP AVBP 1,500,000 $52.1m3.03% 3.03% ReducedShares held: Q3 2025 1.9m, Q4 2025 1.9m, Q1 2026 1.9m, Q2 2026 1.5m -442.1k -442,142 -22.8%
10 ENLIVEN THERAPEUTICS INC COM ELVN ELVN 1,000,000 $50.8m2.95% 2.95% ReducedShares held: Q3 2025 1.4m, Q4 2025 1.5m, Q1 2026 1.3m, Q2 2026 1.0m -280.0k -280,000 -21.9%
11 CRINETICS PHARMACEUTICALS IN COM CRNX CRNX 1,320,000 $49.4m2.87% 2.87% ReducedShares held: Q3 2025 1.6m, Q4 2025 1.6m, Q1 2026 1.6m, Q2 2026 1.3m -230.0k -230,000 -14.8%
12 PHARVARIS N V COM PHVS PHVS 1,400,000 $48.4m2.81% 2.81% ReducedShares held: Q3 2025 1.8m, Q4 2025 1.8m, Q1 2026 1.8m, Q2 2026 1.4m -350.0k -350,000 -20.0%
13 FLOOR & DECOR HLDGS INC CL A FND FND 797,000 $47.3m2.75% 2.75% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 797.0k
14 VAXCYTE INC COM PCVX PCVX 800,000 $46.5m2.70% 2.70% ReducedShares held: Q3 2025 916.2k, Q4 2025 916.2k, Q1 2026 860.0k, Q2 2026 800.0k -60.0k -60,000 -7.0%
15 4D MOLECULAR THERAPEUTICS IN COM FDMT FDMT 3,249,178 $43.2m2.51% 2.51% ReducedShares held: Q3 2025 2.0m, Q4 2025 3.7m, Q1 2026 3.7m, Q2 2026 3.2m -401.6k -401,559 -11.0%
16 VIRIDIAN THERAPEUTICS INC COM VRDN VRDN 2,135,000 $39.2m2.28% 2.28% AddedShares held: Q3 2025 2.4m, Q4 2025 2.4m, Q1 2026 2.0m, Q2 2026 2.1m +135.0k +135,000 6.8%
17 CELLDEX THERAPEUTICS INC NEW COM NEW CLDX CLDX 1,025,000 $38.1m2.21% 2.21% ReducedShares held: Q3 2025 1.2m, Q4 2025 1.2m, Q1 2026 1.2m, Q2 2026 1.0m -175.0k -175,000 -14.6%
18 ALUMIS INC COM ALMS ALMS 1,100,000 $31.0m1.80% 1.80% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.1m
19 XENON PHARMACEUTICALS INC COM XENE XENE 485,438 $29.3m1.70% 1.70% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 485.4k, Q2 2026 485.4k
20 ALIBABA GROUP HLDG LTD SPONSORED ADS BABA BABA 257,327 $24.7m1.43% 1.43% UnchangedShares held: Q3 2025 257.3k, Q4 2025 257.3k, Q1 2026 257.3k, Q2 2026 257.3k
21 DYNE THERAPEUTICS INC COM DYN DYN 960,394 $21.3m1.24% 1.24% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 960.4k
22 BRIDGEBIO ONCOLOGY THERAPEUT COM NEW BBOT BBOT 2,250,000 $17.1m1.00% 1.00% AddedShares held: Q3 2025 2.0m, Q4 2025 2.0m, Q1 2026 2.2m, Q2 2026 2.2m +64.1k +64,077 2.9%
23 INSMED INC COM PAR $.01 INSM INSM 120,723 $12.9m0.75% 0.75% NewShares held: Q3 2025 200.0k, Q4 2025 200.0k, Q1 2026 0, Q2 2026 120.7k
24 MARQETA INC CLASS A COM CLASS A COM 441,558 $7.2m0.42% 0.42% UnchangedShares held: Q3 2025 441.6k, Q4 2025 441.6k, Q1 2026 441.6k, Q2 2026 441.6k
25 LANZATECH GLOBAL INC COM NEW LNZA LNZA 158,148 $1.1m0.06% 0.06% UnchangedShares held: Q3 2025 158.1k, Q4 2025 158.1k, Q1 2026 158.1k, Q2 2026 158.1k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
APOGEE THERAPEUTICS INC 450,000 $37.9m450.0k shares
BIOMARIN PHARMACEUTICAL INC BMRN BMRN 660,000 $37.3m660.0k shares
VALNEVA SE VALN VALN 1,057,421 $6.6m1.1m shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
HEMAB THERAPEUTICS HLDGS INC COAG · 13G · filed 2026-08-14 COAG 9.0%≈ $153.6m new 13G 2026-08-14
AVALYN PHARMACEUTICALS INC AVLN · 13G · filed 2026-08-14 AVLN 8.8%≈ $127.8m new 13G 2026-08-14
4D MOLECULAR THERAPEUTICS IN FDMT · 13G · filed 2026-02-17 FDMT 6.4%≈ $46.6m -0.4 pts 13G 2026-02-17

Trades reported as a company insider since 1 Apr 2026

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

DateCompanyTickerTradeShares ValueTheir holding
2026-05-01 AVALYN PHARMACEUTICALS INC 10% owner AVLN Bought 555,555 $10.0m555.6k shares +17%