NEA Management Company, LLC

CIK: 0001512848SEC EDGAR →

Portfolio Value

$2.0B

Holdings

27

As of

Q4 2025

New Positions

1

Closed Positions

3

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Celcuity Inc.

3,535,561$352.6M
17.98%
2

Rhythm Pharmaceuticals, Inc.

2,909,956$311.5M
15.88%
3

Arcellx, Inc.

3,045,262$198.6M
10.12%
4

Trevi Therapeutics, Inc.

13,222,228$165.5M
8.44%
5

Savara, Inc.

24,471,264$147.6M
7.52%
6

Zenas BioPharma, Inc.

3,523,219$127.9M
6.52%
7

Monte Rosa Therapeutics, Inc.

7,692,298$120.6M
6.15%
8

MBX Biosciences, Inc.

3,614,486$114.0M
5.81%
9

Coursera, Inc.

12,867,769$94.7M
4.83%
10

Aurinia Pharmaceuticals, Inc.

3,969,834$63.3M
3.23%

Quarterly Changes

Top Buys

CELC↑ Increased
$246.7M
ZBIO↑ Increased
$67.2M
ASNSUSD↑ Increased
$5.3M
LONANEW
$3.5M

Top Sells

VRNACLOSED
$240.4M
NEUECLOSED
$18.2M
OMDACLOSED
$8.1M

New Positions (1)

$3.5M · 464K shares

Closed Positions (3)

$240.4M · 2.3M shares
$18.2M · 2.7M shares
$8.1M · 364K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare23$1.7B86.8%
Unknown2$160.5M8.2%
Consumer Defensive1$94.7M4.8%
Technology1$3.3M0.2%