2026 Q1 Portfolio Activity
In 2026 Q1, venBio Partners LLC maintained a portfolio of 6 distinct positions. They heavily accumulated shares in ALX ONCOLOGY HLDGS INC, increasing the position by 32.8%.
Position History
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Total Positions
6
Quarter
2026 Q1
Top Holding
PHVS (46.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
venBio Partners LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PHVS
PHARVARIS N V
|
Healthcare | 46.71% | 59.53% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
4,639,304 | $131,060,338 |
$22.97
+24.3%
|
2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
ALMS
ALUMIS INC
|
Healthcare | 35.56% | 20.85% |
#2
Prev: #2
|
6.0 | -91,395 | -2.0% |
P
S
|
4,528,408 | $99,760,828 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALXO
ALX ONCOLOGY HL...
|
Healthcare | 9.21% | 5.07% |
#3
1
Prev: #4
|
7.2 | 3,184,713 | 32.8% |
P
S
|
12,884,638 | $25,833,699 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HRMY
HARMONY BIOSCIE...
|
Healthcare | 4.88% | 8.46% |
#4
1
Prev: #3
|
3.5 | no change | no change |
P
S
|
489,194 | $13,702,324 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LYEL
LYELL IMMUNOPHA...
|
Healthcare | 2.41% | 4.81% |
#5
Prev: #5
|
2.5 | no change | no change |
P
S
|
337,697 | $6,774,202 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ARTV
ARTIVA BIOTHERA...
|
Healthcare | 1.22% | 1.29% |
#6
Prev: #6
|
1.0 | -117,170 | -18.1% |
P
S
|
531,337 | $3,421,810 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-6 of 6 holdings