Institutions / Johnson & Johnson

Johnson & Johnson

CIK 200406 · Institutionalso an insider · as of Dec 31, 2025jjmt.com.tw
Portfolio value
$555.05M
Positions
17
As of
Dec 31, 2025

Portfolio trend

Portfolio value

$555.05M+10.1%
$555.05M$529.49M$503.92MQ3 '25Q4 '25

Positions

17-15.0%
201917Q3 '25Q4 '25

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Protagonist Therapeutics Inc$213.91M2,449,18338.5%
Nanobiotix S.A.$130.02M5,623,81623.4%
Rapport Therapeutics, Inc.RAPPCommon Stock$54.14M1,784,5179.8%
MeiraGTx Holdings plc$52.80M6,641,0649.5%
CVRx, Inc.CVRXCommon Stock$28.58M4,024,8615.1%
Contineum Therapeutics, Inc.$22.62M1,979,1734.1%
Legend Biotech CorpLEGNADR$17.71M814,5863.2%
Xencor Inc$11.45M748,0622.1%
PROCEPT BioRobotics Corp$11.26M357,9392.0%
Fate Therapeutics Inc$3.32M3,379,0640.6%
Neumora Therapeutics, Inc.NMRACommon Stock$3.31M1,849,4450.6%
Rallybio Corporation$2.49M3,636,3630.4%
Lyell Immunopharma, Inc.LYELCommon Stock$1.69M54,8870.3%
Vor Biopharma Inc.$702.8K53,7320.1%
Nano-X Imaging Ltd.$444.8K158,8520.1%
Standard Biotools Inc.$399.3K311,9670.1%
Adicet Bio, Inc.$191.8K22,7790.0%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q4 2025
as of
ExitArrowhead Pharmaceuticals, Inc.$-8.54M-248K
-100.00%
medium
Q4 2025
as of
Exit929033108$-2.62M-54K
-100.00%
low
Q4 2025
as of
NewVor Biopharma Inc.$702.8K+54K
53,732
0.13% of portfolio
low
Q4 2025
as of
TrimCVRX
CVRx, Inc.
Common Stock
$-557.8K-79K
-1.91%
4,024,861
5.15% of portfolio
low
Q4 2025
as of
Exit007002108$-295.3K-364K
-100.00%
low
Q4 2025
as of
NewAdicet Bio, Inc.$191.8K+23K
22,779
0.03% of portfolio
low
Q4 2025
as of
Exit09090D103$-50.9K-97K
-100.00%
low
Q4 2025
as of
Exit81727U105$-23.8K-55K
-100.00%
low

Insider transactions

Also files Forms 3 / 4 / 5
DateActionCompanyValueShares ΔPosition afterImpact
Nov 25, 2025SellCVRX
CVRx, Inc.
Common Stock
$160.5K-16K
-0.40%
4,031,198
15.13% of shares
medium
Nov 26, 2025SellCVRX
CVRx, Inc.
Common Stock
$63.6K-6K
-0.16%
4,024,861
15.11% of shares
low