New Leaf Venture Partners, L.L.C. — 13F Holdings & Portfolio
CIK 1631614 · latest 13F-HR filed 2025-11-14
New Leaf Venture Partners, L.L.C. manages $43.0M in 13F-reported U.S. long-equity assets across 7 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are EWTX (38.82%), ARVN (31.38%), CRNX (13.64%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 0 new positions and exited 1; 6 existing positions rose in reported value and 1 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2025-11-14
vs 2025-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 25Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 25 → Q3 25Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
2 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 30, 2026.
SUITE 820
NEW YORK, NY 10010
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| HUNT, RONALD, MARTIN Control | MANAGING DIRECTOR since Jul 2005 | Less than 5% | Individual |
| LATHI, VIJAY, KIRAN Control | MANAGING DIRECTOR since Jul 2005 | Less than 5% | Individual |
| NEW LEAF VENTURE PARTNERS HOLDINGS, L.P. Control | MEMBER since Jan 2015 | 75% or more | Domestic Entity |
| SLUTZKIN, CRAIG, LAWRENCE Control | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER since Jul 2005 | Less than 5% | Individual |
| HUNT, RONALD, MARTIN Control Indirect owner via SELF | ACTIVE since Jul 2005 | 25–50% | Individual |
| LATHI, VIJAY, KIRAN Control Indirect owner via SELF | ACTIVE since Jul 2005 | 25–50% | Individual |
| NLV PARTNERS MANAGEMENT GP, LLC Control Indirect owner via NEW LEAF VENTURE PARTNERS HOLDINGS, L.P. | ACTIVE since Jan 2008 | General partner, trustee or manager | Domestic Entity |
Ownership & leadership changes · 11 filings with changes since Apr 9, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedSLUTZKIN, CRAIG, LAWRENCE · title CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER
- No longer listedMANKE, ISAAC · GENERAL PARTNER · Less than 5% · control person · listed since Apr 2018
- No longer listedNLV PARTNERS MANAGEMENT GP, LLC · ACTIVE · General partner, trustee or manager · indirect via LIMITED LIABILITY CORPORATION · control person · listed since Jan 2008
- AddedNLV PARTNERS MANAGEMENT GP, LLC · ACTIVE · General partner, trustee or manager · indirect via NEW LEAF VENTURE PARTNERS HOLDINGS, L.P. · control person
- No longer listedRATCLIFFE, LIAM, THOMAS · MANAGING DIRECTOR · Less than 5% · control person · listed since Jun 2014
- No longer listedRATCLIFFE, LIAM, THOMAS · ACTIVE · 25–50% · indirect via SELF · control person · listed since Jun 2014
- AddedMANKE, ISAAC · GENERAL PARTNER · Less than 5% · control person
- No longer listedDELAGARDELLE, JEANI, CAMARANO · MANAGING DIRECTOR · Less than 5% · control person · listed since Jul 2005
- No longer listedDELAGARDELLE, JEANI, CAMARANO · ACTIVE · 25–50% · indirect via SELF · control person · listed since Jul 2005
- No longer listedCHAMBON, PHILIPPE, OLAF · MANAGING DIRECTOR · Less than 5% · control person · listed since Jul 2005
- AddedDELAGARDELLE, JEANI, CAMARANO · ACTIVE · 25–50% · indirect via SELF · control person
- AddedHUNT, RONALD, MARTIN · ACTIVE · 25–50% · indirect via SELF · control person
- AddedLATHI, VIJAY, KIRAN · ACTIVE · 25–50% · indirect via SELF · control person
- AddedNLV PARTNERS MANAGEMENT GP, LLC · ACTIVE · General partner, trustee or manager · indirect via LIMITED LIABILITY CORPORATION · control person
- AddedRATCLIFFE, LIAM, THOMAS · ACTIVE · 25–50% · indirect via SELF · control person
- ChangedNEW LEAF VENTURE PARTNERS HOLDINGS, L.P. · ownership Less than 5% → 75% or more
- ChangedRATCLIFFE, LIAM, THOMAS · now a control person
- No longer listedNLV PARTNERS MANAGEMENT, L.L.C. · MANAGING MEMBER · Less than 5% · control person · listed since Jan 2008
- AddedNEW LEAF VENTURE PARTNERS HOLDINGS, L.P. · MEMBER · Less than 5% · control person
- ChangedCHAMBON, PHILIPPE, OLAF · title MANAGING DIRECTOR AND MEMBER → MANAGING DIRECTOR; ownership 10–25% → Less than 5%
- ChangedDELAGARDELLE, JEANI, CAMARANO · title MANAGING DIRECTOR AND MEMBER → MANAGING DIRECTOR; ownership 10–25% → Less than 5%
- ChangedHUNT, RONALD, MARTIN · title MANAGING DIRECTOR AND MEMBER → MANAGING DIRECTOR; ownership 10–25% → Less than 5%
- ChangedLATHI, VIJAY, KIRAN · title MANAGING DIRECTOR AND MEMBER → MANAGING DIRECTOR; ownership 10–25% → Less than 5%
- ChangedRATCLIFFE, LIAM, THOMAS · title MANAGING DIRECTOR AND MEMBER → MANAGING DIRECTOR; ownership 10–25% → Less than 5%
- No longer listedNIEDEL, JAMES, E · MANAGING DIRECTOR AND MEMBER · 10–25% · control person · listed since Jul 2005
- AddedRATCLIFFE, LIAM, THOMAS · MANAGING DIRECTOR AND MEMBER · 10–25%
Older changes (2 more filings)
- No longer listedAKKARAJU, SRINIVAS · MANAGING DIRECTOR AND MEMBER · 10–25% · control person · listed since Jan 2009
- ListedAKKARAJU, SRINIVAS · MANAGING DIRECTOR AND MEMBER · 10–25% · control person
- ListedCHAMBON, PHILIPPE, OLAF · MANAGING DIRECTOR AND MEMBER · 10–25% · control person
- ListedDELAGARDELLE, JEANI, CAMARANO · MANAGING DIRECTOR AND MEMBER · 10–25% · control person
- ListedHUNT, RONALD, MARTIN · MANAGING DIRECTOR AND MEMBER · 10–25% · control person
- ListedLATHI, VIJAY, KIRAN · MANAGING DIRECTOR AND MEMBER · 10–25% · control person
- ListedNIEDEL, JAMES, E · MANAGING DIRECTOR AND MEMBER · 10–25% · control person
- ListedNLV PARTNERS MANAGEMENT, L.L.C. · MANAGING MEMBER · Less than 5% · control person
- ListedSLUTZKIN, CRAIG, LAWRENCE · CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
New Leaf Venture Partners, L.L.C. Holdings (2025-09-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | EWTX | EWTX | 28036F105 | $16.7M | 38.82% | 1,030,161 | SH |
| 2 | ARVN | ARVN | 04335A105 | $13.5M | 31.38% | 1,585,721 | SH |
| 3 | CRNX | CRNX | 22663K107 | $5.9M | 13.64% | 141,000 | SH |
| 4 | COGT | COGT | 19240Q201 | $3.6M | 8.37% | 250,765 | SH |
| 5 | RLYB | RLYB | 75120L100 | $1.6M | 3.83% | 3,301,603 | SH |
| 6 | ALEC | ALEC | 014442107 | $1.0M | 2.33% | 339,569 | SH |
| 7 | PASG | — | 702712100 | $702.0K | 1.63% | 87,426 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-09-30 | 2025-11-14 | $43.0M | 7 | 0001193125-25-280589 |
| 2025-06-30 | 2025-08-13 | $52.9M | 8 | 0000950123-25-007852 |