StockDriftsStockDriftsTop 6 Venbio Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PHVS | PHARVARIS N V | 30.92% | 4.64M | $160.6M | +0.09%(+4.13K) | $20.80(+68.94%) | 2026-06-30 | |
| ALMS | ALUMIS INC | 24.53% | 4.53M | $127.4M | +0.00%(+0) | $9.74(+159.91%) | 2026-06-30 | |
| ACHV | ACHIEVE LIFE SCIENCE INC | 7.44% | 5.91M | $38.6M | new | $4.60(+65.00%) | 2026-06-30 | |
| ALXO | ALX ONCOLOGY HLDGS INC | 5.14% | 12.88M | $26.7M | +0.00%(+0) | $28.80(-93.19%) | 2026-06-30 | |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | 3.31% | 472.2K | $17.2M | -3.48%(-17.00K) | $33.90(+12.45%) | 2026-06-30 | |
| LYEL | LYELL IMMUNOPHARMA INC | 0.91% | 337.7K | $4.7M | +0.00%(+0) | $17.61(-20.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.16% | +52.71% | -10.78% | -43.45% |
| Top 20 Holdings Unweighted | +22.14% | +82.23% | +28.05% | +244.23% |
Venbio Partners LLC reports $519.38M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are PHVS (30.9%), ALMS (24.5%) and ACHV (7.4%). The top 20 holdings account for 72.25% of reported assets. Its disclosed equity book has returned +52.71% on a three-year cumulative basis. Figures reflect the Q2 2026 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 Venbio Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1776382). View Venbio Partners LLC’s 13F filings on SEC