New Leaf Venture Partners L L C's Q1 2023 13F: no position changes
Form 13F-HR for the quarter ended Mar 31, 2023 · filed May 11, 2023 · 17 reported positions · accession 0000950123-23-004364
What changed this quarter
No equity positions were opened, closed, increased or reduced in this filing.
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 93.2% of the equity book
Changes in the top 10 this quarter: HARP entered · ALEC left
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | ARVINAS INC (ARVN) | 31.9% | 29.1% | |
| 2 | RALLYBIO CORPORATION (RLYB) | 15.7% | 15.6% | |
| 3 | DECIPHERA PHARMACEUTICALS INC (DCPH) | 14.4% | 15.4% | |
| 4 | DICE THERAPEUTICS INC (DICE) | 8.4% | 8.8% | |
| 5 | EDGEWISE THERAPEUTICS INC (EWTX) | 10.1% | 8.6% | |
| 6 | AMRYT PHARMA PLC (AMYT) | 2.4% | 5.4% | |
| 7 | COGENT BIOSCIENCES INC. (COGT) | 4.2% | 4.5% | |
| 8 | PASSAGE BIO (PASG) | 2.5% | 2.0% | |
| 9 | HARPOON THERAPEUTICS INC (HARP) | 1.7% | 1.9% | Entered the top 10 |
| 10 | CRINETICS PHARMACEUTICALS INC (CRNX) | 1.9% | 1.9% | |
| — | ALECTOR INC (ALEC) | 2.3% | 1.7% | Left the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).