Johnson & Johnson
Net buyer this quarter
$799M
15
+$9.3M
98.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PTGX | $300M | 37.59% | 3.79% | Not reported | Q3 2021 |
 NBTX | $212M | 26.55% | 11.62% | Not reported | Q3 2023 |
 MGTX | $89.7M | 11.23% | 7.05% | Not reported | Q3 2021 |
 RAPP | $74.4M | 9.31% | 3.72% | Not reported | Q2 2024 |
 CTNM | $32.4M | 4.06% | 8.57% | Not reported | Q2 2024 |
 LEGN | $23.5M | 2.95% | 0.22% | Not reported | Q3 2021 |
 CVRX | $20.7M | 2.59% | 15.11% | Not reported | Q3 2021 |
 XNCR | $12M | 1.51% | 1.01% | Not reported | Q4 2021 |
 CBRS | $11.8M | 1.48% | Not reported | New | Q2 2026 |
 FATE | $9.12M | 1.14% | 2.90% | Not reported | Q3 2021 |
 PRCT | $8.08M | 1.01% | 0.63% | Not reported | Q3 2021 |
 NMRA | $3.14M | 0.39% | 1.00% | Not reported | Q3 2023 |
 VOR | $989K | 0.12% | 0.10% | Not reported | Q3 2021 |
 LAB | $257K | 0.03% | 0.08% | Not reported | Q1 2024 |
 ACET | $197K | 0.02% | 0.24% | Not reported | Q3 2021 |
| Q1 2026 | |||||
| PTGX | $258M | 39.57% | 3.81% | Not reported | Q3 2021 |
| NBTX | $174M | 26.61% | 11.62% | Not reported | Q3 2023 |
| MGTX | $57.5M | 8.82% | 8.15% | Not reported | Q3 2021 |
| RAPP | $55.8M | 8.56% | 3.73% | Not reported | Q2 2024 |
| CVRX | $38.1M | 5.84% | 15.23% | Not reported | Q3 2021 |
| CTNM | $25.8M | 3.96% | 8.57% | Not reported | Q2 2024 |
| LEGN | $14.7M | 2.26% | 0.22% | Not reported | Q3 2021 |
| XNCR | $9.02M | 1.38% | 1.01% | Not reported | Q4 2021 |
| PRCT | $8.95M | 1.37% | 0.63% | Not reported | Q3 2021 |
| FATE | $4.05M | 0.62% | 2.91% | Not reported | Q3 2021 |
| NMRA | $3.61M | 0.55% | 1.02% | Not reported | Q3 2023 |
 RLYB | $1.37M | 0.21% | 2.89% | -66.4% | Q2 2024 |
| VOR | $959K | 0.15% | 0.10% | Not reported | Q3 2021 |
| LAB | $287K | 0.04% | 0.08% | Not reported | Q1 2024 |
 NNOX | $190K | 0.03% | 0.12% | -47.4% | Q4 2021 |
| ACET | $155K | 0.02% | 0.24% | Not reported | Q3 2021 |
| Q4 2025 | |||||
| PTGX | $214M | 38.54% | 3.91% | Not reported | Q3 2021 |
| NBTX | $130M | 23.43% | 11.62% | Not reported | Q3 2023 |
| RAPP | $54.1M | 9.75% | 3.74% | Not reported | Q2 2024 |
| MGTX | $52.8M | 9.51% | 8.19% | Not reported | Q3 2021 |
| CVRX | $28.6M | 5.15% | 15.30% | -1.9% | Q3 2021 |
| CTNM | $22.6M | 4.08% | 8.57% | Not reported | Q2 2024 |
| LEGN | $17.7M | 3.19% | 0.22% | Not reported | Q3 2021 |
| XNCR | $11.5M | 2.06% | 1.04% | Not reported | Q4 2021 |
| PRCT | $11.3M | 2.03% | 0.64% | Not reported | Q3 2021 |
| FATE | $3.32M | 0.60% | 2.93% | Not reported | Q3 2021 |
| NMRA | $3.31M | 0.60% | 1.06% | Not reported | Q3 2023 |
| RLYB | $2.49M | 0.45% | 68.83% | Not reported | Q2 2024 |
 LYEL | $1.69M | 0.30% | 0.26% | Not reported | Q4 2024 |
| VOR | $703K | 0.13% | 0.14% | Not reported | Q3 2021 |
| NNOX | $445K | 0.08% | 0.23% | Not reported | Q4 2021 |
| LAB | $399K | 0.07% | 0.08% | Not reported | Q1 2024 |
| ACET | $192K | 0.03% | 0.24% | 0.0% | Q3 2021 |
| Q3 2025 | |||||
| PTGX | $163M | 32.29% | 3.92% | Not reported | Q3 2021 |
| NBTX | $106M | 21.08% | 11.86% | Not reported | Q3 2023 |
| MGTX | $54.7M | 10.85% | 8.25% | Not reported | Q3 2021 |
| RAPP | $53M | 10.52% | 3.75% | -28.6% | Q2 2024 |
| CVRX | $33.1M | 6.57% | 15.67% | Not reported | Q3 2021 |
| LEGN | $26.6M | 5.27% | 0.22% | Not reported | Q3 2021 |
| CTNM | $23.3M | 4.61% | 7.06% | Not reported | Q2 2024 |
| PRCT | $12.8M | 2.54% | 0.64% | Not reported | Q3 2021 |
| XNCR | $8.77M | 1.74% | 1.05% | Not reported | Q4 2021 |
 ARWR | $8.54M | 1.69% | 0.18% | Not reported | Q3 2021 |
| FATE | $4.26M | 0.84% | 2.93% | Not reported | Q3 2021 |
| NMRA | $3.37M | 0.67% | 1.14% | Not reported | Q3 2023 |
| VOR | $2.62M | 0.52% | 0.60% | 0.0% | Q3 2021 |
| RLYB | $1.81M | 0.36% | 8.67% | Not reported | Q2 2024 |
| LYEL | $891K | 0.18% | 0.28% | +33.3% | Q4 2024 |
| NNOX | $588K | 0.12% | 0.25% | Not reported | Q4 2021 |
| LAB | $406K | 0.08% | 0.08% | Not reported | Q1 2024 |
| ACET | $295K | 0.06% | 0.44% | Not reported | Q3 2021 |
| PHGE | $50.9K | 0.01% | 0.36% | Not reported | Q3 2021 |
 SENS | $23.8K | 0.00% | 0.13% | Not reported | Q3 2021 |