venBio Partners LLC
•CIK: 1776382•Filing: Q4 2025
**venBio Partners LLC** manages $216M across a concentrated portfolio of six positions. The fund exhibits significant conviction in its top holding, allocating $128.7M to BLK, representing over 59% of reported assets. Further substantial allocations include $45.1M in ALMS and $18.3M in HRMY. This structure suggests a focused, high-conviction approach within its investment mandate.
Total AUM
$216.3M
QoQ Performance
+22.6%
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
PHAR
ALMS
HRMY
ALXO
PHARVARIS59.5%
ALMS20.8%
HRMY8.5%
ALXO5.1%
LYEL4.8%
ARTV1.3%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
Sector Breakdown
Other100.0%
Changes from Q3 2025
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023