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Featured 13F manager

Johnson & Johnson

New Brunswick, NJ 6 processed 13Fs on this site · 2025 Q3–2026 Q2

  • $799M
  • 15 Positions
  • 2026 Q2
  • +22.5% QoQ
  • Top 5 88.8%

Johnson & Johnson files a Form 13F. The latest book is 2026 Q2 at $799M, up 22.5% QoQ, led by Protagonist Therapeutics, Nanobiotix, and Meiragtx.

Portfolio

2026 Q2 · filed 8/6/2026 · 15 long · top 12 shown

top 5 88.8% · top 10 98.4%

AUM over time

2026 Q2 $799M +22.5% QoQ
2025 Q3 · $504M 2025 Q3 · $504M
Q3 2025
2025 Q4 · $555M · +10.1% QoQ 2025 Q4 · $555M · +10.1% QoQ
Q4
2026 Q1 · $652M · +17.5% QoQ 2026 Q1 · $652M · +17.5% QoQ
Q1 2026
2026 Q2 · $799M · +22.5% QoQ 2026 Q2 · $799M · +22.5% QoQ
Q2

Book

2025 Q3 · filed 13 Nov · long equity

PTGX - Protagonist Therapeutics 32.30% Hold 2,449,183 $66.43 $163M
NBTX - Nanobiotix S A 21.09% Hold 5,623,816 $18.89 $106M
MGTX - MeiraGTx 10.85% Hold 6,641,064 $8.23 $55M
RAPP - Rapport Therapeutics 10.52% Hold 1,784,517 $29.70 $53M
CVRX — 6.57% Hold 4,103,430 $8.07 $33M
Legend Biotech 5.27% Hold 814,586 $32.61 $27M
CTNM - Contineum Therapeutics · CL A 4.62% Hold 1,979,173 $11.75 $23M
PRCT - Procept BioRobotics 2.54% Hold 357,939 $35.69 $13M
Xencor 1.74% Hold 748,062 $11.73 $9M
ARWR - Arrowhead Pharmaceuticals 1.70% Hold 247,598 $34.49 $9M
FATE - Fate Therapeutics 0.85% Hold 3,379,064 $1.26 $4M
NMRA - Neumora Therapeutics 0.67% Hold 1,849,445 $1.82 $3M
Vor Biopharma 0.52% Hold 53,732 $48.72 $3M
Rallybio 0.36% Hold 3,636,363 $0.4990 $2M
LYEL - Lyell Immunopharma 0.13% Hold 41,165 $16.24 $669K
Nano-X Imaging 0.12% Hold 158,852 $3.70 $588K
LAB - Standard BioTools 0.08% Hold 311,967 $1.30 $406K
Adicet Bio 0.06% Hold 364,472 $0.8102 $295K
BiomX 0.01% Hold 96,866 $0.5250 $51K
Senseonics 0.00% Hold 54,621 $0.4358 $24K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

4 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 15 $799M +22.5% 13F-HR 8/6/2026 000090445426000435
2026 Q1 16 $652M +17.5% 13F-HR 5/13/2026 000090445426000280
2025 Q4 17 $555M RESTATEMENT 3/18/2026 000090445426000192
2025 Q4 17 $555M +10.1% 13F-HR 2/13/2026 000090445426000111
2025 Q3 20 $504M RESTATEMENT 3/18/2026 000090445426000190
2025 Q3 20 $504M 13F-HR 11/13/2025 000090445425000587

About

Johnson & Johnson

6 processed 13Fs on this site · 2025 Q3–2026 Q2

SEC filing name
JOHNSON & JOHNSON
Location
New Brunswick, NJ
All SEC filings
View on sec.gov