New Leaf Venture Partners, L.L.C.

Portfolio Overview

New Leaf Venture Partners, L.L.C. disclosed 7 positions worth $43.0M in its Form 13F-HR for Q3 2025, led by $EWTX (Edgewise Therapeutics, Inc.) at 38.8% of the equity portfolio, followed by $ARVN. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $ITRM. The portfolio is most concentrated in Healthcare (80.9% of disclosed assets). All figures are sourced directly from New Leaf Venture Partners, L.L.C.’s Form 13F-HR filing with the SEC under CIK 1631614.

• 

  Edgewise Therapeutics, Inc.

  $EWTX

  —

  Quality

  $16.7M1,030,161 sh
• 

  ARVINAS, INC.

  $ARVN

  13.9#2,765

  Quality

  $13.5M1,585,721 sh

• CRNX

  —

  Quality

  $5.9M141,000 sh
• 

  Cogent Biosciences, Inc.

  $COGT

  —

  Quality

  $3.6M250,765 sh

• RLYB

  —

  Quality

  $1.6M3,301,603 sh
• 

  Alector, Inc.

  $ALEC

  8.9

  Quality

  $1.0M339,569 sh

• PASG

  —

  Quality

  $702.0K87,426 sh

Company	Quality	Value	Shares
Edgewise Therapeutics, Inc.$EWTX	—	$16.7M	1,030,161
ARVINAS, INC.$ARVN	13.9#2,765	$13.5M	1,585,721
CRNX	—	$5.9M	141,000
Cogent Biosciences, Inc.$COGT	—	$3.6M	250,765
RLYB	—	$1.6M	3,301,603
Alector, Inc.$ALEC	8.9	$1.0M	339,569
PASG	—	$702.0K	87,426

Showing top 7 of 7 holdings.

Full Holdings — New Leaf Venture Partners, L.L.C. (Q3 2025)

All 7 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$EWTX	Edgewise Therapeutics, Inc.	$16.7M	38.8%	+0%	—
2	$ARVN	ARVINAS, INC.	$13.5M	31.4%	+0%	13.9
3	—	CRNX	$5.9M	13.6%	+0%	—
4	$COGT	Cogent Biosciences, Inc.	$3.6M	8.4%	+0%	—
5	—	RLYB	$1.6M	3.8%	+0%	—
6	$ALEC	Alector, Inc.	$1.0M	2.3%	+0%	8.9
7	—	PASG	$702,031	1.6%	-97%	—