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
top 5 88.8% · top 10 98.4%
- PTGX - Protagonist Therapeutics 37.6%
- NBTX - Nanobiotix 26.6%
- MGTX - Meiragtx 11.2%
- RAPP - Rapport Therapeutics 9.3%
- CTNM - Contineum Therapeutics · CL A 4.1%
- Legend Biotech 2.9%
- CVRX — 2.6%
- Xencor 1.5%
- CBRS - Cerebras Systems · CL A 1.5%
- FATE - Fate Therapeutics 1.1%
- PRCT - Procept Biorobotics 1.0%
- NMRA - Neumora Therapeutics 0.4%
- Other 0.2%
AUM over time
Latest book
| PTGX - Protagonist Therapeutics | 37.59% | Hold | 2,449,183 | $122.58 | $300M | — | — |
| NBTX - Nanobiotix | 26.55% | Hold | 5,623,816 | $37.70 | $212M | — | — |
| MGTX - Meiragtx | 11.23% | Hold | 6,641,064 | $13.51 | $90M | — | — |
| RAPP - Rapport Therapeutics | 9.31% | Hold | 1,784,517 | $41.67 | $74M | — | — |
| CTNM - Contineum Therapeutics · CL A | 4.06% | Hold | 1,979,173 | $16.39 | $32M | — | — |
| Legend Biotech | 2.95% | Hold | 814,586 | $28.88 | $24M | — | — |
| CVRX — | 2.59% | Hold | 4,024,861 | $5.14 | $21M | — | — |
| Xencor | 1.51% | Hold | 748,062 | $16.10 | $12M | — | — |
| CBRS - Cerebras Systems · CL A | 1.48% | New | 53,586 | $221.00 | $12M | +53,586 | +$12M |
| FATE - Fate Therapeutics | 1.14% | Hold | 3,379,064 | $2.70 | $9M | — | — |
| PRCT - Procept Biorobotics | 1.01% | Hold | 357,939 | $22.58 | $8M | — | — |
| NMRA - Neumora Therapeutics | 0.39% | Hold | 1,849,445 | $1.70 | $3M | — | — |
| Vor Biopharma | 0.12% | Hold | 53,732 | $18.41 | $989K | — | — |
| LAB - Standard Biotools | 0.03% | Hold | 311,967 | $0.8227 | $257K | — | — |
| ACET - Adicet Bio | 0.02% | Hold | 22,779 | $8.64 | $197K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| RLYB - Rallybio | 0.21% | Exit | 0 | $8.97 | $1M | −152,901 | −$1M |
| Nano-X Imaging | 0.03% | Exit | 0 | $2.27 | $190K | −83,554 | −$190K |
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