venBio Partners
SAN FRANCISCO, CAfiles as venBio Partners LLC
$519m in 7 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 35.2% of the portfolio this quarter.
Value
$519m
Stocks
7
Top 10 share
100.0%
Turnover
35.2%
What changed this quarter
New
Bought for the first time this quarter.
- Parabilis MedicinesPBLS27.8% of the fund
- Achieve Life SciencesACHV7.4% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Harmony Biosciences HoldingsHRMY3.3% of the fund-3%
Sold out
Sold their entire stake.
Holdings
- Parabilis MedicinesPBLS
- Share
- 27.8%
- Value
- $144m
- Shares
- 5,266,697
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| PharvarisPHVS | 30.9% | $161m | 4,643,430 | Held |
| Parabilis MedicinesPBLS | 27.8% | $144m | 5,266,697 | New |
| AlumisALMS | 24.5% | $127m | 4,528,408 | Held |
| Achieve Life SciencesACHV | 7.4% | $39m | 5,914,720 | New |
| ALX Oncology HoldingsALXO | 5.1% | $27m | 12,884,638 | Held |
| Harmony Biosciences HoldingsHRMY | 3.3% | $17m | 472,194 | -3% |
| Lyell ImmunopharmaLYEL | 0.9% | $5m | 337,697 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 352.6% since 30 June 2025.
Where the money is
Health care100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.