venBio Partners LLC — 13F Holdings & Portfolio

CIK 1776382 · latest 13F-HR filed 2026-05-15

venBio Partners LLC manages $280.6M in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are PHVS (46.71%), ALMS (35.56%), ALXO (9.21%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 3, and trimmed 2.

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.

Loading holdings…
AUM

$280.6M

Long-equity book

Holdings

6

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −0 / ↑3 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALUMIS INC$54.7M +121.3%
  • ALX ONCOLOGY HLDGS INC$14.9M +135.7%
  • ARTIVA BIOTHERAPEUTICS INC$639.7K +23.0%
Show all 3

Top Trims

  • HARMONY BIOSCIENCES HLDGS IN-$4.6M -25.1%
  • LYELL IMMUNOPHARMA INC-$3.6M -34.8%
Show all 2

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

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 PHARVARIS N V PHVS N69605108 $131.1M 46.71% 4,639,304 SH
2 ALUMIS INC ALMS 022307102 $99.8M 35.56% 4,528,408 SH
3 ALX ONCOLOGY HLDGS INC ALXO 00166B105 $25.8M 9.21% 12,884,638 SH
4 HARMONY BIOSCIENCES HLDGS IN HRMY 413197104 $13.7M 4.88% 489,194 SH
5 LYELL IMMUNOPHARMA INC LYEL 55083R203 $6.8M 2.41% 337,697 SH
6 ARTIVA BIOTHERAPEUTICS INC ARTV 04317A107 $3.4M 1.22% 531,337 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $280.6M 6 0000905148-26-002409
2025-12-31 2026-02-17 $216.3M 6 0000905148-26-000841
2025-09-30 2025-11-14 $176.4M 6 0000905148-25-004034