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venBio Partners LLC

Q4 2025 · Filed 2026-02-17
Market Value
$216M
+22.6%
Holdings
6
New Purchases
0
Added To
0
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ALMS 20.85% 10.45% +10.40% $45M
HRMY 8.46% 7.64% +0.82% $18M
LYEL 4.81% 4.36% +0.45% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PHVS 59.53% 65.62% -6.09% $129M
ALXO 5.07% 10.06% -4.99% $11M
ARTV 1.29% 1.87% -0.58% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $45M 20.8%
Small Cap 3 $157M 72.8%
Micro Cap 2 $14M 6.4%

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 59.53% 4,639,304 $129M $27.75 $13M
2 ALMS 20.85% 4,619,803 $45M $9.76 $27M
3 HRMY 8.46% 489,194 $18M $37.42 $5M
4 ALXO 5.07% 9,699,925 $11M $1.13 -$7M
5 LYEL 4.81% 337,697 $10M $30.78 $3M -135,782 -28.7%
6 ARTV 1.29% 648,507 $3M $4.29 -$515K -500,468 -43.6%
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