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venBio Partners LLC

Q3 2025 · Filed 2025-11-14
Market Value
$176M
+53.7%
Holdings
6
-1
New Purchases
0
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ALXO 10.06% 3.51% +6.55% $18M
LYEL 4.36% 3.65% +0.71% $8M
ARTV 1.87% 1.51% +0.36% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HRMY 7.64% 13.47% -5.83% $13M
ALMS 10.45% 12.08% -1.63% $18M
PHVS 65.62% 65.78% -0.17% $116M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $18M 10.4%
Small Cap 3 $137M 77.6%
Micro Cap 2 $21M 11.9%

Portfolio Analytics

Avg Market Cap
$1.2B
Median Market Cap
$1.1B
Avg P/E
12.0
Median P/E
12.0
Avg Dividend Yield
—%
Avg Beta
0.26
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PHVS 65.62% 4,639,304 $116M $24.95 $40M +350,000 +8.2%
2 ALMS 10.45% 4,619,803 $18M $3.99 $5M
3 ALXO 10.06% 9,699,925 $18M $1.83 $14M
4 HRMY 7.64% 489,194 $13M $27.56 -$2M
5 LYEL 4.36% 473,479 $8M $16.24 $4M
6 ARTV 1.87% 1,148,975 $3M $2.87 $2M
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