StockDriftsStockDriftsTop 7 New Leaf Venture Partners, L.l.c. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EWTX | EWTX | 38.82% | 1.03M | $16.7M | 0.00%(+0) | $31.28(-20.24%) | 2025-09-30 | |
| ARVN | ARVN | 31.38% | 1.59M | $13.5M | 0.00%(+0) | $19.03(-35.26%) | 2025-09-30 | |
| CRNX | CRNX | 13.64% | 141.0K | $5.9M | 0.00%(+0) | $27.46(+99.07%) | 2025-09-30 | |
| COGT | COGT | 8.37% | 250.8K | $3.6M | 0.00%(+0) | $11.67(+204.88%) | 2025-09-30 | |
| RLYB | RLYB | 3.83% | 3.30M | $1.6M | 0.00%(+0) | $13.01(-94.54%) | 2025-09-30 | |
| ALEC | ALEC | 2.33% | 339.6K | $1.0M | 0.00%(+0) | $18.70(-90.12%) | 2025-09-30 | |
| PASG | PASG | 1.63% | 87.4K | $702K | -96.50%(-2.41M) | $376.42(-94.73%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | -8.51% | -23.41% | — | — | -23.41% |
| Top 20 Holdings Unweighted | +11.49% | +38.59% | — | — | +38.59% |
New Leaf Venture Partners, L.l.c. reports $43.05M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are EWTX (38.8%), ARVN (31.4%) and CRNX (13.6%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -23.41% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from New Leaf Venture Partners, L.l.c.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1631614). View New Leaf Venture Partners, L.l.c.’s 13F filings on SEC