Johnson & Johnson
Johnson & Johnson reported 15 US-listed holdings worth $761.7 million in its 13F for the quarter ended 30 September 2026, filed 26 October 2026. Its largest: Protagonist Therapeutics, Inc. (45.3%), Nanobiotix (23.0%) and Meiragtx Holdings PLC (9.6%). Against the quarter before, it opened 0 positions, added to 1, trimmed 0 and sold out of 0.
The 14 largest of its 15 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +87.3% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Added to 1
- Cerebras Systems Inc. Com Class A CBRS+75,063 shares · +140%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Protagonist Therapeutics, Inc. PTGX | 2.4M | $345.1 million | 45.30% | no change |
| Nanobiotix NBTX | 5.6M | $175.2 million | 23.01% | no change |
| Meiragtx Holdings PLC MGTX | 6.6M | $73.1 million | 9.59% | no change |
| Rapport Therapeutics Inc. RAPP | 1.8M | $60.0 million | 7.87% | no change |
| Contineum Therapeutics Inc. CTNM | 2.0M | $26.6 million | 3.49% | no change |
| Cerebras Systems Inc. Com Class A CBRS | 128.6K | $22.9 million | 3.00% | +75.1K |
| Xencor Inc. XNCR | 748.1K | $18.7 million | 2.45% | no change |
| Legend Biotech Corp. LEGN | 814.6K | $16.2 million | 2.13% | no change |
| Fate Therapeutics Inc. FATE | 3.4M | $8.0 million | 1.05% | no change |
| Cvrx Inc. CVRX | 4.0M | $7.0 million | 0.92% | no change |
| Procept Biorobotics Corp. PRCT | 357.9K | $6.5 million | 0.86% | no change |
| Neumora Therapeutics Inc. NMRA | 1.8M | $1.1 million | 0.14% | no change |
| Vor Biopharma Inc. VOR | 53.7K | $1.0 million | 0.13% | no change |
| Standard Biotools Inc. LAB | 312.0K | $231,043 | 0.03% | no change |
| Adicet Bio Inc. ACET | 22.8K | $162,642 | 0.02% | no change |