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NOVO HOLDINGS A/S

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13F filer, CIK 1388325, HELLERUP, Denmark

NOVO HOLDINGS A/S reported $1,314,623,581 across 31 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 74.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-005753

Period
2025-03-31
Reported value
$1.31B
Holdings
31
Top 10 weight
74.12%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CBLLadded+551,191$10.6M
CRNXadded+314,785$10.6M
EWTXadded+350,000$7.7M
AVBPadded+351,515$6.5M
PCVXadded+165,000$6.23M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TEMexited-4,074,419-$138M
BNreduced-468,000-$24.5M
CARGO THERAPEUTICS INC COMexited-1,663,724-$24M
BABAreduced-80,000-$10.6M
Mersana Therapeutics Incexited-4,250,000-$6.08M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000950123-25-005753, largest first. % of portfolio is the value over $1,314,623,581, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038,550 shares; 2024Q4: 1,038,550 shares; 2025Q1: 1,038,550 shares 1,038,550$285M21.71%0Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,491,230 shares; 2024Q4: 2,798,830 shares; 2025Q1: 2,330,830 shares 2,330,830$122M9.29%-468,000Timeline
EWTXEDGEWISE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,549,900 shares; 2024Q4: 5,000,000 shares; 2025Q1: 5,350,000 shares 5,350,000$118M8.95%+350,000Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,336 shares; 2024Q4: 165,836 shares; 2025Q1: 165,836 shares 165,836$110M8.36%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,560 shares; 2024Q4: 293,901 shares; 2025Q1: 272,801 shares 272,801$73.2M5.57%-21,100Timeline
MIRMMIRUM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500,000 shares; 2024Q4: 1,500,000 shares; 2025Q1: 1,500,000 shares 1,500,000$67.6M5.14%0Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,666 shares; 2024Q4: 724,666 shares; 2025Q1: 724,666 shares 724,666$55.3M4.21%0Timeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,114,633 shares; 2025Q1: 9,665,128 shares 9,665,128$51.1M3.89%-449,505Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,827 shares; 2024Q4: 452,327 shares; 2025Q1: 372,327 shares 372,327$49.2M3.75%-80,000Timeline
CRNXCRINETICS PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000,000 shares; 2024Q4: 960,215 shares; 2025Q1: 1,275,000 shares 1,275,000$42.8M3.25%+314,785Timeline
BMRNBIOMARIN PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,000 shares; 2024Q4: 490,000 shares; 2025Q1: 490,000 shares 490,000$34.6M2.63%0Timeline
AVBPARRIVENT BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505,315 shares; 2024Q4: 1,520,627 shares; 2025Q1: 1,872,142 shares 1,872,142$34.6M2.63%+351,515Timeline
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,000 shares; 2024Q4: 750,000 shares; 2025Q1: 915,000 shares 915,000$34.6M2.63%+165,000Timeline
MERUS N VMERUS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,000 shares; 2024Q4: 750,000 shares; 2025Q1: 789,129 shares 789,129$33.2M2.53%+39,129
VRDNVIRIDIAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385,000 shares; 2024Q4: 2,250,000 shares; 2025Q1: 2,250,300 shares 2,250,300$30.3M2.31%+300Timeline
PHVSPHARVARIS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725,000 shares; 2024Q4: 1,725,000 shares; 2025Q1: 1,725,000 shares 1,725,000$27.1M2.06%0Timeline
FOLDAMICUS THERAPEUTICQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500,000 shares; 2024Q4: 2,500,000 shares; 2025Q1: 2,750,000 shares 2,750,000$22.4M1.71%+250,000Timeline
CLDXCELLDEX THERAPEUTICS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963,663 shares; 2024Q4: 1,000,000 shares; 2025Q1: 1,200,000 shares 1,200,000$21.8M1.66%+200,000Timeline
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,000 shares; 2024Q4: 175,000 shares; 2025Q1: 228,804 shares 228,804$20.3M1.54%+53,804
ZBIOZENAS BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150,000 shares; 2024Q4: 1,600,000 shares; 2025Q1: 2,214,967 shares 2,214,967$17.5M1.33%+614,967Timeline
CBLLCERIBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 328,809 shares; 2025Q1: 880,000 shares 880,000$16.9M1.29%+551,191Timeline
VERVE THERAPEUTICS INCVERVE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400,000 shares; 2024Q4: 2,400,000 shares; 2025Q1: 3,000,000 shares 3,000,000$13.7M1.04%+600,000
RCKTROCKET PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100,000 shares; 2024Q4: 1,100,000 shares; 2025Q1: 1,100,000 shares 1,100,000$7.34M0.56%0Timeline
FDMT4D MOLECULAR THERAPEUTICS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500,000 shares; 2024Q4: 1,500,000 shares; 2025Q1: 1,950,000 shares 1,950,000$6.3M0.48%+450,000Timeline
LXEOLEXEO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122,581 shares; 2024Q4: 1,122,581 shares; 2025Q1: 1,122,581 shares 1,122,581$3.9M0.3%0Timeline
LANZATECH GLOBAL INCLANZATECH GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,814,845 shares; 2024Q4: 15,814,845 shares; 2025Q1: 15,814,845 shares 15,814,845$3.83M0.29%0
IOBTQIO BIOTECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,354,449 shares; 2024Q4: 3,354,449 shares; 2025Q1: 3,354,449 shares 3,354,449$3.66M0.28%0Timeline
KYTXKYVERNA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850,000 shares; 2024Q4: 1,850,000 shares; 2025Q1: 1,850,000 shares 1,850,000$3.57M0.27%0Timeline
ABCLABCELLERA BIOLOGICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126,915 shares; 2024Q4: 1,126,915 shares; 2025Q1: 1,126,915 shares 1,126,915$2.51M0.19%0Timeline
MQMARQETA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,558 shares; 2024Q4: 441,558 shares; 2025Q1: 441,558 shares 441,558$1.82M0.14%0Timeline
DMRADAMORA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,913 shares; 2024Q4: 99,913 shares; 2025Q1: 99,913 shares 99,913$310K0.02%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TEMTEMPUS AI INC4,074,419$138Mshares
CARGO THERAPEUTICS INC COMCARGO THERAPEUTICS INC COM1,663,724$24Mshares
Mersana Therapeutics IncMersana Therapeutics Inc4,250,000$6.08Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000950123-25-005753 base2025-05-15acceptance time not in the bulk data set