Novo Holdings A/S Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$1.3T

Holdings

41

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (41 positions)

#StockSharesValue% PortfolioType
1
ASMLASML HOLDING N V
197,760$143.3B11.07%
2
CRMSALESFORCE.COM, INC.
530,500$112.1B8.66%
3
LNZALANZATECH GLOBAL INC
15,814,845$108.0B8.35%
4
HTDCORCEPT THERAPEUTICS INC
3,377,768$75.2B5.81%
5
TSMTAIWAN SEMICONDUCTOR MFG LTD
710,780$71.7B5.54%
6
CABOCABLE ONE INC
94,103$61.8B4.78%
7
IRONDISC MEDICINE, INC.
1,090,772$48.4B3.74%
8
EWTXEDGEWISE THERAPEUTICS INC
6,071,703$47.1B3.64%
9
MIRMMIRUM PHARMACEUTICALS INC
1,684,193$43.6B3.37%
10
AAPLAPPLE INC
221,460$43.0B3.32%
11
PCVXVAXCYTE INC
845,000$42.2B3.26%
12
BABAALIBABA GROUP HLDG LTD
500,827$41.7B3.23%
13
BMRNBIOMARIN PHARMACEUTICAL INC
400,000$34.7B2.68%
14
ACLXARCELLX, INC.
1,000,000$31.6B2.44%
15
SGENUSDSEAGEN INC.
159,986$30.8B2.38%
16
2L9BLUEPRINT MEDICINES CORP
448,804$28.4B2.19%
17
IM8NINSMED INC
1,339,304$28.3B2.18%
18
AM6AMICUS THERAPEUTICS INC
2,095,900$26.3B2.03%
19
ALNYALNYLAM PHARMACEUTICALS INC
118,383$22.5B1.74%
20
CBAYUSDCYMABAY THERAPEUTICS INC
2,000,000$21.9B1.69%
21
OKURRENEO PHARMACEUTICALS INC
3,330,377$21.8B1.69%
22
BAMBROOKFIELD ASSET MGMT INC
627,207$20.5B1.58%
23
PHVSPHARVARIS N V
1,329,325$20.1B1.56%
24
CRNXCRINETICS PHARMACEUTICALS IN
1,100,000$19.8B1.53%
25
RCKTROCKET PHARMACEUTICALS INC
920,000$18.3B1.41%
26
FDMT4D MOLECULAR THERAPEUTICS IN
1,000,000$18.1B1.40%
27
SPRBSPRUCE BIOSCIENCES INC
6,722,336$14.5B1.12%
28
RLYBRALLYBIO CORP
2,187,999$12.4B0.96%
29
SILKSILK RD MED INC
333,884$10.8B0.84%
30
INSPINSPIRE MED SYS INC
32,500$10.6B0.82%
31
CYTCYTEIR THERAPEUTICS INC
3,662,636$9.5B0.74%
32
VERVVERVE THERAPEUTICS INC
500,000$9.4B0.72%
33
TMCITREACE MED CONCEPTS INC
360,000$9.2B0.71%
34
ABCLABCELLERA BIOLOGICS INC
1,126,915$7.3B0.56%
35
GRTXGALERA THERAPEUTICS INC
2,100,000$6.6B0.51%
36
IOBTIO BIOTECH INC
3,277,932$6.4B0.50%
37
GLTOUSDGALECTO INC
2,497,791$6.3B0.49%
38
LAVA THERAPEUTICS NV
2,400,000$4.9B0.38%
39
KINNATE BIOPHARMA INC
815,707$2.5B0.19%
40
MQMARQETA INC
441,558$2.2B0.17%
41
SPROSPERO THERAPEUTICS INC
468,902$679.9M0.05%