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venBio Partners LLC

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13F filer, CIK 1776382, SAN FRANCISCO, CA

venBio Partners LLC reported $519,380,257 across 7 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-26-003741

Period
2026-06-30
Reported value
$519M
Holdings
7
Top 10 weight
100%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PBLSnew+5,266,697$144M
ACHVnew+5,914,720$38.6M
PHVSadded+4,126$143K

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
ARTVexited-531,337-$3.42M
HRMYreduced-17,000-$619K

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, Q2 2026

Share positions as resolved from 13F-HR 0000905148-26-003741, largest first. % of portfolio is the value over $519,380,257, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PHVSPHARVARIS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,289,304 shares; 2024Q4: 4,289,304 shares; 2025Q1: 4,289,304 shares; 2025Q2: 4,289,304 shares; 2025Q3: 4,639,304 shares; 2025Q4: 4,639,304 shares; 2026Q1: 4,639,304 shares; 2026Q2: 4,643,430 shares 4,643,430$161M30.92%+4,126Timeline
PBLSPARABILIS MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,266,697 shares 5,266,697$144M27.75%newTimeline
ALMSALUMIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,826,048 shares; 2024Q4: 2,787,398 shares; 2025Q1: 2,787,398 shares; 2025Q2: 4,619,803 shares; 2025Q3: 4,619,803 shares; 2025Q4: 4,619,803 shares; 2026Q1: 4,528,408 shares; 2026Q2: 4,528,408 shares 4,528,408$127M24.53%0Timeline
ACHVACHIEVE LIFE SCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,914,720 shares 5,914,720$38.6M7.44%newTimeline
ALXOALX ONCOLOGY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,699,925 shares; 2024Q4: 9,699,925 shares; 2025Q1: 9,699,925 shares; 2025Q2: 9,699,925 shares; 2025Q3: 9,699,925 shares; 2025Q4: 9,699,925 shares; 2026Q1: 12,884,638 shares; 2026Q2: 12,884,638 shares 12,884,638$26.7M5.14%0Timeline
HRMYHARMONY BIOSCIENCES HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614,594 shares; 2024Q4: 539,194 shares; 2025Q1: 489,194 shares; 2025Q2: 489,194 shares; 2025Q3: 489,194 shares; 2025Q4: 489,194 shares; 2026Q1: 489,194 shares; 2026Q2: 472,194 shares 472,194$17.2M3.31%-17,000Timeline
LYELLYELL IMMUNOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 473,479 shares; 2025Q3: 473,479 shares; 2025Q4: 337,697 shares; 2026Q1: 337,697 shares; 2026Q2: 337,697 shares 337,697$4.74M0.91%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
ARTVARTIVA BIOTHERAPEUTICS INC531,337$3.42Mshares

How Q2 2026 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 0000905148-26-003741 base2026-08-14acceptance time not in the bulk data set