Novo Holdings A/S historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 37 quarters from 2009-12-31 to 2026-06-30, Novo Holdings A/S opened 32 positions, added to 55, reduced 52 and sold out of 28.
- Q2 2026: Stock MIRM; Country of operation United States; Class COM; Shares before 1,325,000.
- Q2 2026: Stock FDMT; Country of operation United States; Class COM; Shares before 3,650,737.
- Q2 2026: Stock AVBP; Country of operation United States; Class COM; Shares before 1,942,142.
- Q2 2026: Stock CRNX; Country of operation United States; Class COM; Shares before 1,550,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1388325), 37 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-20); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-08-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-08-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2014-11-14); Q2 2013 (2013-03-31 to 2013-06-30, filed 2014-11-14); Q1 2013 (2012-12-31 to 2013-03-31, filed 2014-11-14); Q4 2012 (2012-09-30 to 2012-12-31, filed 2014-11-14); Q3 2012 (2012-06-30 to 2012-09-30, filed 2014-11-14); Q2 2012 (2012-03-31 to 2012-06-30, filed 2014-11-14); Q1 2012 (2011-12-31 to 2012-03-31, filed 2014-11-14); Q4 2011 (2011-09-30 to 2011-12-31, filed 2014-11-14); Q3 2011 (2011-06-30 to 2011-09-30, filed 2014-11-14); Q2 2011 (2011-03-31 to 2011-06-30, filed 2014-11-14); Q1 2011 (2010-12-31 to 2011-03-31, filed 2014-11-14); Q4 2010 (2010-09-30 to 2010-12-31, filed 2014-11-14); Q3 2010 (2010-06-30 to 2010-09-30, filed 2014-11-14); Q2 2010 (2010-03-31 to 2010-06-30, filed 2014-11-14); Q1 2010 (2009-12-31 to 2010-03-31, filed 2014-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | MIRM
MIRUM PHARMACEUTICALS INC | United States | COM | 1,325,000 | 1,125,000 | -200,000 | $122,403,500 | $131,703,750 | +$9,300,250 | 2026-08-14 |
|---|
| Q2 2026 | FDMT
4D MOLECULAR THERAPEUTICS IN | United States | COM | 3,650,737 | 3,249,178 | -401,559 | $33,988,361 | $43,214,067 | +$9,225,706 | 2026-08-14 |
|---|
| Q2 2026 | AVBP
ARRIVENT BIOPHARMA INC | United States | COM | 1,942,142 | 1,500,000 | -442,142 | $44,805,216 | $52,110,000 | +$7,304,784 | 2026-08-14 |
|---|
| Q2 2026 | CRNX
CRINETICS PHARMACEUTICALS IN | United States | COM | 1,550,000 | 1,320,000 | -230,000 | $56,296,000 | $49,394,400 | -$6,901,600 | 2026-08-14 |
|---|
| Q2 2026 | PCVX
VAXCYTE INC | United States | COM | 860,000 | 800,000 | -60,000 | $49,974,600 | $46,504,000 | -$3,470,600 | 2026-08-14 |
|---|
| Q2 2026 | PHVS
PHARVARIS N V | | COM | 1,750,000 | 1,400,000 | -350,000 | $49,437,500 | $48,412,000 | -$1,025,500 | 2026-08-14 |
|---|
| Q2 2026 | ELVN
ENLIVEN THERAPEUTICS INC | United States | COM | 1,280,000 | 1,000,000 | -280,000 | $50,176,000 | $50,750,000 | +$574,000 | 2026-08-14 |
|---|
| Q2 2026 | CLDX
CELLDEX THERAPEUTICS INC NEW | United States | COM NEW | 1,200,000 | 1,025,000 | -175,000 | $38,064,000 | $38,140,250 | +$76,250 | 2026-08-14 |
|---|
| Q1 2026 | VRDN
VIRIDIAN THERAPEUTICS INC | United States | COM | 2,380,000 | 2,000,000 | -380,000 | $74,065,600 | $39,120,000 | -$34,945,600 | 2026-05-15 |
|---|
| Q1 2026 | ELVN
ENLIVEN THERAPEUTICS INC | United States | COM | 1,480,000 | 1,280,000 | -200,000 | $22,792,000 | $50,176,000 | +$27,384,000 | 2026-05-15 |
|---|
| Q1 2026 | CRNX
CRINETICS PHARMACEUTICALS IN | United States | COM | 1,625,000 | 1,550,000 | -75,000 | $75,643,750 | $56,296,000 | -$19,347,750 | 2026-05-15 |
|---|
| Q1 2026 | PCVX
VAXCYTE INC | United States | COM | 916,160 | 860,000 | -56,160 | $42,271,622 | $49,974,600 | +$7,702,978 | 2026-05-15 |
|---|
| Q1 2026 | APGE
APOGEE THERAPEUTICS INC | United States | COM | 570,000 | 450,000 | -120,000 | $43,023,600 | $37,876,500 | -$5,147,100 | 2026-05-15 |
|---|
| Q1 2026 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 113,946 | 94,946 | -19,000 | $121,906,268 | $125,407,525 | +$3,501,257 | 2026-05-15 |
|---|
| Q4 2025 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 145,836 | 113,946 | -31,890 | $141,182,373 | $121,906,268 | -$19,276,105 | 2026-02-17 |
|---|
| Q3 2025 | INSM
INSMED INC | United States | COM PAR $.01 | 680,000 | 200,000 | -480,000 | $68,435,200 | $28,802,000 | -$39,633,200 | 2025-11-14 |
|---|
| Q3 2025 | MIRM
MIRUM PHARMACEUTICALS INC | United States | COM | 1,500,055 | 1,264,028 | -236,027 | $76,337,799 | $92,665,893 | +$16,328,094 | 2025-11-14 |
|---|
| Q3 2025 | RXRX
RECURSION PHARMACEUTICALS IN | United States | CL A | 9,665,128 | 7,929,835 | -1,735,293 | $48,905,548 | $38,697,595 | -$10,207,953 | 2025-11-14 |
|---|
| Q3 2025 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 165,836 | 145,836 | -20,000 | $132,899,312 | $141,182,373 | +$8,283,061 | 2025-11-14 |
|---|
| Q3 2025 | IOBTQ
IO BIOTECH INC | | COM | 3,354,449 | 2,512,453 | -841,996 | $4,662,684 | $912,272 | -$3,750,412 | 2025-11-14 |
|---|
| Q2 2025 | INSM
INSMED INC | United States | COM PAR $.01 | 724,666 | 680,000 | -44,666 | $55,284,769 | $68,435,200 | +$13,150,431 | 2025-08-14 |
|---|
| Q2 2025 | MRUS
MERUS N V | | COM | 789,129 | 750,000 | -39,129 | $33,214,440 | $39,450,000 | +$6,235,560 | 2025-08-14 |
|---|
| Q2 2025 | ABCL
ABCELLERA BIOLOGICS INC | | COM | 1,126,915 | 652,529 | -474,386 | $2,513,020 | $2,238,174 | -$274,846 | 2025-08-14 |
|---|
| Q1 2025 | BN
BROOKFIELD CORP | | CL A LTD VT SH | 2,798,830 | 2,330,830 | -468,000 | $160,792,784 | $122,158,800 | -$38,633,984 | 2025-05-15 |
|---|
| Q1 2025 | CRM
SALESFORCE INC | United States | COM | 293,901 | 272,801 | -21,100 | $98,259,921 | $73,208,876 | -$25,051,045 | 2025-05-15 |
|---|
| Q1 2025 | RXRX
RECURSION PHARMACEUTICALS IN | United States | CL A | 10,114,633 | 9,665,128 | -449,505 | $68,374,919 | $51,128,527 | -$17,246,392 | 2025-05-15 |
|---|
| Q4 2024 | BN
BROOKFIELD CORP | | CL A LTD VT SH | 3,491,230 | 2,798,830 | -692,400 | $185,558,875 | $160,792,784 | -$24,766,091 | 2025-02-14 |
|---|
| Q4 2024 | EWTX
EDGEWISE THERAPEUTICS INC | United States | COM | 5,549,900 | 5,000,000 | -549,900 | $148,126,831 | $133,500,000 | -$14,626,831 | 2025-02-14 |
|---|
| Q4 2024 | VRDN
VIRIDIAN THERAPEUTICS INC | United States | COM | 2,385,000 | 2,250,000 | -135,000 | $54,258,750 | $43,132,500 | -$11,126,250 | 2025-02-14 |
|---|
| Q4 2024 | CRM
SALESFORCE INC | United States | COM | 368,560 | 293,901 | -74,659 | $100,878,558 | $98,259,921 | -$2,618,637 | 2025-02-14 |
|---|
| Q4 2024 | CRNX
CRINETICS PHARMACEUTICALS IN | United States | COM | 1,000,000 | 960,215 | -39,785 | $51,100,000 | $49,095,793 | -$2,004,207 | 2025-02-14 |
|---|
| Q3 2024 | EWTX
EDGEWISE THERAPEUTICS INC | United States | COM | 6,344,430 | 5,549,900 | -794,530 | $114,263,184 | $148,126,831 | +$33,863,647 | 2024-10-24 |
|---|
| Q3 2024 | BN
BROOKFIELD CORP | | CL A LTD VT SH | 3,880,230 | 3,491,230 | -389,000 | $161,184,754 | $185,558,875 | +$24,374,121 | 2024-10-24 |
|---|
| Q3 2024 | CRM
SALESFORCE INC | United States | COM | 480,160 | 368,560 | -111,600 | $123,449,136 | $100,878,558 | -$22,570,578 | 2024-10-24 |
|---|
| Q3 2024 | PCVX
VAXCYTE INC | United States | COM | 950,000 | 750,000 | -200,000 | $71,734,500 | $85,702,500 | +$13,968,000 | 2024-10-24 |
|---|
| Q3 2024 | LXEO
LEXEO THERAPEUTICS INC | United States | COM | 1,450,500 | 1,122,581 | -327,919 | $23,266,020 | $10,148,132 | -$13,117,888 | 2024-10-24 |
|---|
| Q3 2024 | IOBTQ
IO BIOTECH INC | | COM | 4,429,449 | 3,354,449 | -1,075,000 | $5,182,455 | $3,522,171 | -$1,660,284 | 2024-10-24 |
|---|
| Q3 2024 | INSM
INSMED INC | United States | COM PAR $.01 | 800,000 | 724,666 | -75,334 | $53,600,000 | $52,900,618 | -$699,382 | 2024-10-24 |
|---|
| Q2 2024 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 182,536 | 133,336 | -49,200 | $177,145,712 | $136,366,727 | -$40,778,985 | 2024-08-20 |
|---|
| Q2 2024 | INSM
INSMED INC | United States | COM PAR $.01 | 1,339,304 | 800,000 | -539,304 | $36,335,318 | $53,600,000 | +$17,264,682 | 2024-08-20 |
|---|
| Q2 2024 | CRNX
CRINETICS PHARMACEUTICALS IN | United States | COM | 1,098,600 | 1,000,000 | -98,600 | $51,425,466 | $44,790,000 | -$6,635,466 | 2024-08-20 |
|---|
| Q2 2024 | IOBTQ
IO BIOTECH INC | | COM | 5,088,258 | 4,429,449 | -658,809 | $8,802,686 | $5,182,455 | -$3,620,231 | 2024-08-20 |
|---|
| Q2 2024 | LXEO
LEXEO THERAPEUTICS INC | United States | COM | 1,638,298 | 1,450,500 | -187,798 | $25,688,513 | $23,266,020 | -$2,422,493 | 2024-08-20 |
|---|
| Q1 2024 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 197,760 | 182,536 | -15,224 | $149,688,499 | $177,145,712 | +$27,457,213 | 2024-05-15 |
|---|
| Q1 2024 | PHVS
PHARVARIS N V | | COM | 1,539,325 | 1,168,030 | -371,295 | $43,178,066 | $26,993,173 | -$16,184,893 | 2024-05-15 |
|---|
| Q1 2024 | FDMT
4D MOLECULAR THERAPEUTICS IN | United States | COM | 1,500,000 | 1,400,000 | -100,000 | $30,390,000 | $44,604,000 | +$14,214,000 | 2024-05-15 |
|---|
| Q1 2024 | CRNX
CRINETICS PHARMACEUTICALS IN | United States | COM | 1,100,000 | 1,098,600 | -1,400 | $39,138,000 | $51,425,466 | +$12,287,466 | 2024-05-15 |
|---|
| Q1 2024 | AAPL
APPLE INC | United States | COM | 221,460 | 182,960 | -38,500 | $42,637,694 | $31,373,981 | -$11,263,713 | 2024-05-15 |
|---|
| Q1 2024 | CRM
SALESFORCE INC | United States | COM | 530,500 | 480,160 | -50,340 | $139,595,770 | $144,614,589 | +$5,018,819 | 2024-05-15 |
|---|
| Q1 2024 | IOBTQ
IO BIOTECH INC | | COM | 5,747,067 | 5,088,258 | -658,809 | $10,804,486 | $8,802,686 | -$2,001,800 | 2024-05-15 |
|---|
| Q4 2014 | INGN
INOGEN INC | United States | COM | 5,419,449 | 3,549,320 | -1,870,129 | $111,695,000 | $111,342,000 | -$353,000 | 2015-02-17 |
|---|
| Q4 2013 | PTCT
PTC THERAPEUTICS INC | United States | COM | 747,359 | 597,359 | -150,000 | $11,210,000 | $10,137,000 | -$1,073,000 | 2014-08-14 |
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