venBio Partners LLC 13F Holdings · Q2 2026
venBio Partners LLC reported 7 securities worth $519.38M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PHVS (30.92%), PBLS (27.75%), ALMS (24.53%). Among its top 25 positions this quarter: 2 new, 1 added, 1 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PHVS | PHARVARIS N V | $160.6M | 30.92% | 4.6M | Added |
| 2 | PBLS | PARABILIS MEDICINES INC | $144.1M | 27.75% | 5.3M | New |
| 3 | ALMS | ALUMIS INC | $127.4M | 24.53% | 4.5M | Hold |
| 4 | ACHV | ACHIEVE LIFE SCIENCE INC | $38.6M | 7.44% | 5.9M | New |
| 5 | ALXO | ALX ONCOLOGY HLDGS INC | $26.7M | 5.14% | 12.9M | Hold |
| 6 | HRMY | HARMONY BIOSCIENCES HLDGS IN | $17.2M | 3.31% | 472,194 | Trimmed |
| 7 | LYEL | LYELL IMMUNOPHARMA INC | $4.7M | 0.91% | 337,697 | Hold |
| 8 | ARTV | ARTIVA BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR