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venBio Partners LLC

Q2 2025 · Filed 2025-08-14
Market Value
$115M
-4.2%
Holdings
7
+1
New Purchases
1
Added To
1
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
28.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PHVS 65.78% 56.24% +9.54% $75M
LYEL 3.65% 0.00% +3.65% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SLRN 0.00% 7.85% -7.85% $0
ALMS 12.08% 14.29% -2.22% $14M
ALXO 3.51% 5.05% -1.54% $4M
ARTV 1.51% 3.00% -1.49% $2M
HRMY 13.47% 13.56% -0.09% $15M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $14M 12.1%
Small Cap 3 $95M 82.9%
Micro Cap 3 $6M 5.0%

Portfolio Analytics

Avg Market Cap
$1.0B
Median Market Cap
$407M
Avg P/E
12.0
Median P/E
12.0
Avg Dividend Yield
—%
Avg Beta
0.38
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PHVS 65.78% 4,289,304 $75M $17.60 $8M
2 HRMY 13.47% 489,194 $15M $31.60 -$778K
3 ALMS 12.08% 4,619,803 $14M $3.00 -$3M +1,832,405 +65.7%
4 LYEL 3.65% 473,479 $4M $8.84 +473,479 NEW
5 ALXO 3.51% 9,699,925 $4M $0.42 -$2M
6 ARTV 1.51% 1,148,975 $2M $1.51 -$2M -50,000 -4.2%
7 SLRN —% -$9M -3,806,410 -100.0% SOLD

New Positions

SymbolValue% Port
LYEL $4M 3.65%

Sold Out Positions

SymbolValue% Port
SLRN —%
View SEC EDGAR Filings for venBio Partners LLC →

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