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New Leaf Venture Partners, L.L.C.

Q2 2025 · Filed 2025-08-13
Market Value
$32M
-99.9%
Holdings
6
New Purchases
0
Added To
0
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
16.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ARVN 37.04% 26.86% +10.19% $12M
COGT 5.71% 3.62% +2.09% $2M
CRNX 12.87% 11.41% +1.46% $4M
ALEC 1.51% 1.01% +0.50% $475K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EWTX 42.86% 54.68% -11.81% $14M
RCKT 0.00% 2.43% -2.43% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 3 $19M 61.4%
Small Cap 2 $12M 37.0%
Micro Cap 1 $475K 1.5%

Portfolio Analytics

Avg Market Cap
$2.4B
Median Market Cap
$2.1B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.65
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EWTX 42.86% 1,030,161 $14M $13.11 -$22.7B
2 ARVN 37.04% 1,585,721 $12M $7.36 -$11.1B
3 CRNX 12.87% 141,000 $4M $28.76 -$4.7B
4 COGT 5.71% 250,765 $2M $7.18 -$1.5B
5 ALEC 1.51% 339,569 $475K $1.40 -$417M
6 RCKT —% -$1.0B -150,706 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
RCKT —%
View SEC EDGAR Filings for New Leaf Venture Partners, L.L.C. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms