Johnson & Johnson
New Brunswick, NJ 7 processed 13Fs on this site, 2025 Q3 to 2026 Q3
- $762M
- 15 holdings
- 2026 Q3
- −4.6% QoQ
- Top 5 89.3%
AUM over time
Book
| PTGX, Protagonist Therapeutics | Hold | 2,449,183 | $87.34 | $214M | — | — | |
| NBTX, Nanobiotix | Hold | 5,623,816 | $23.12 | $130M | — | — | |
| RAPP, Rapport Therapeutics | Hold | 1,784,517 | $30.34 | $54M | — | — | |
| MGTX, MeiraGTx | Hold | 6,641,064 | $7.95 | $53M | — | — | |
| CVRX | Reduce −1.9% | 4,024,861 | $7.10 | $29M | −78,569 | −$4.5M | |
| CTNM, Contineum Therapeutics | Hold | 1,979,173 | $11.43 | $23M | — | — | |
| Legend Biotech | Hold | 814,586 | $21.74 | $18M | — | — | |
| Xencor | Hold | 748,062 | $15.31 | $11M | — | — | |
| PRCT, Procept BioRobotics | Hold | 357,939 | $31.46 | $11M | — | — | |
| FATE, Fate Therapeutics | Hold | 3,379,064 | $0.9826 | $3.3M | — | — | |
| NMRA, Neumora Therapeutics | Hold | 1,849,445 | $1.79 | $3.3M | — | — | |
| Rallybio | Hold | 3,636,363 | $0.6861 | $2.5M | — | — | |
| LYEL, Lyell Immunopharma | Hold | 41,165 | $30.78 | $1.3M | — | — | |
| Vor Biopharma | Hold | 53,732 | $13.08 | $703K | — | — | |
| Nano-X Imaging | Hold | 158,852 | $2.80 | $445K | — | — | |
| LAB, Standard BioTools | Hold | 311,967 | $1.28 | $399K | — | — | |
| ACET, Adicet Bio | New | 22,779 | $8.42 | $192K | +22,779 | +$192K |
Exits / last held
Gone since 2025 Q3, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ARWR, Arrowhead Pharmaceuticals | Exit | 0 | $34.49 | $8.5M | −247,598 | −$8.5M | |
| Adicet Bio | Exit | 0 | $0.8094 | $295K | −364,472 | −$295K | |
| BiomX | Exit | 0 | $0.5265 | $51K | −96,866 | −$51K | |
| Senseonics | Exit | 0 | $0.4394 | $24K | −54,621 | −$24K |
Filings history
5 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q3 | 15 | $762M | −4.6% | 13F-HR | 10/26/2026 | 000090445426000541 |
| 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
7 processed 13Fs on this site, 2025 Q3 to 2026 Q3
Further reading
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- The Essays of Warren Buffett, 8th Ed., Warren Buffett, Lawrence A. Cunningham View on Amazon
- One Up On Wall Street (Lynch), Peter Lynch View on Amazon