New Leaf Venture Partners 13F Holdings Compared: Q3 2022 vs. Q4 2022

Investors are always eager to learn what is happening with their portfolio, and it is no different for shareholders of New Leaf Venture Partners. With the release of the recent 13F holdings comparison report for Q3 2022 versus Q4 2022, a few things stand out.

First, the overall value of assets held by New Leaf declined from $270,841,000 in Q3 2022 to $106,308,000 in Q4 2022, representing a decrease of over 60%. This drop-in value was likely driven by some companies' losses, as indicated by the change percentages.

Second, there were some significant changes in holdings among the different companies. In particular, Rallybio Corporation saw a huge increase in shares, from 2,301,603 to 3,301,603, but the change percentage was -34.9%. On the other hand, Aravive Inc. had a change percentage of 61.6% with a rise in the number of shares from 946,423 to 946,423.

Below we take a closer look at some of the companies that saw significant changes in holdings according to New Leaf Venture Partners' Q3 2022 vs. Q4 2022 13F Holdings Comparison report.

Rallybio Corporation (RLYB)

With a negative change percentage of -34.9%, Rallybio Corporation saw a massive increase in the number of shares held by New Leaf Venture Partners. The biopharmaceutical company is focused on developing therapies for patients with severe and rare disorders.

Deciphera Pharmaceuticals Inc. (DCPH)

Deciphera Pharmaceuticals Inc., focused on developing cancer therapies, saw a decrease of 11.4% in shares held by New Leaf.

Aravive Inc. (ARAV)

On the other hand, Aravive Inc. had a significant increase of 61.6% in shares held by New Leaf. Aravive is a clinical-stage biopharmaceutical company developing therapies for patients with various cancer types.

X4 Pharmaceuticals Inc. (XFOR)

X4 Pharmaceuticals Inc. saw a decrease of 41.9% in shares held by New Leaf. X4 Pharmaceuticals is a clinical-stage biopharmaceutical company developing therapies for rare diseases.

Overall, the Q3 2022 versus Q4 2022 13F holdings comparison report by New Leaf Venture Partners indicates a significant shift in holdings. While some companies saw an increase in shares, others saw a decline, resulting in a decrease in the overall value of the assets held by New Leaf Venture Partners. Nevertheless, investors should remain vigilant and critically evaluate their investment strategies to achieve optimal returns.