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NEA Management Company, LLC

hedge fundUpdated 27 days ago

Managed by Nea Management Company, Llc • Latest filing Q2 2026

Portfolio value
$1.6B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
6.7%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$1.4B
Q2 2023$1.3B
Q3 2023$1.3B
Q4 2023$1.5B
Q1 2024$1.6B
Q2 2024$1.3B
Q3 2024$1.8B
Q4 2024$1.8B
Q1 2025$1.3B
Q2 2025$1.3B
Q3 2025$1.8B
Q4 2025$2B
Q1 2026$1.8B
Q2 2026$1.6B

Top holdings

26 positions as of Q2 2026

View filing
T

Trevi Therapeutics, Inc.

Value
$246.6M
Shares
13.22M
% Port
15.53%
M
2.MBX

MBX Biosciences, Inc.

Value
$199.5M
Shares
3.61M
% Port
12.56%
M

Monte Rosa Therapeutics, Inc.

Value
$186.2M
Shares
7.69M
% Port
11.72%
C

Celcuity Inc.

Value
$179M
Shares
1.71M
% Port
11.27%
S
5.SGP

Spyglass Pharma, Inc.

Value
$164.6M
Shares
7.39M
% Port
10.36%
S

Savara, Inc.

Value
$150.7M
Shares
24.47M
% Port
9.49%
Z

Zenas BioPharma, Inc.

Value
$102.1M
Shares
4.02M
% Port
6.43%
C

Coursera, Inc.

Value
$72.6M
Shares
12.87M
% Port
4.57%
A

Aurinia Pharmaceuticals, Inc.

Value
$67.4M
Shares
3.97M
% Port
4.24%
C
10.CRSP

CRISPR Therapeutics AG

Value
$57.7M
Shares
1.06M
% Port
3.64%
O
11.ORIC

ORIC Pharmaceuticals, Inc.

Value
$44.6M
Shares
4.12M
% Port
2.81%
P
12.PHAT

Phathom Pharmaceuticals, Inc.

Value
$21.3M
Shares
1.96M
% Port
1.34%
K
13.KRRO

Korro Bio, Inc.

Value
$17.1M
Shares
1.30M
% Port
1.08%
X
14.XFOR

X4 Pharmaceuticals, Inc.

Value
$15.1M
Shares
3.23M
% Port
0.95%
C
15.CEVA

Champions Oncology, Inc.

Value
$10.6M
Shares
1.71M
% Port
0.66%
N
16.NKTX

Nkarta, Inc.

Value
$10.1M
Shares
3.57M
% Port
0.64%
C
17.CVRX

CVRx, Inc.

Value
$10M
Shares
1.95M
% Port
0.63%
B
18.BDTX

Black Diamond Therapeutics, Inc.

Value
$8.2M
Shares
4.45M
% Port
0.52%
K
19.KPTI

Karyopharm Therapeutics Inc.

Value
$5.6M
Shares
576.8K
% Port
0.35%
I

Inventiva SA

Value
$5.5M
Shares
1.46M
% Port
0.35%

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