JOHNSON & JOHNSON

Fundamental concentrated ★Highest signal healthcare specialist (100%) CIK 200406
League rank
#198
in Fundamental concentrated · #334 overall
Long book
$652.4M
Q1 2026
Positions
16
Top-10 weight
99%
concentration
Last quarter
+24.6%
SPY +14.8%
Turnover
17%
of book per quarter

Strategy in plain words

auto-generated from filings

JOHNSON & JOHNSON is a concentrated fundamental stock-picker, specialised in healthcare (100% of the long book), running a $652.4M US long book across 16 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: PROTAGONIST THERAPEUTICS INC, NANOBIOTIX SA - ADR, MEIRAGTX HOLDINGS PLC, RAPPORT THERAPEUTICS INC, CVRX INC.

Over the last 9 quarters its long book ran on average 4.7pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-14.7%
Q2 2024
+7.3%
Q3 2024
-9.6%
Q4 2024
-11.3%
Q1 2025
-1.7%
Q2 2025
+56.2%
Q3 2025
+13.4%
Q4 2025
+18.0%
Q1 2026
+24.6%

Sector allocation

Healthcare
100%

Long book by quarter

$4.41B
Q1 2024
$400.7M
Q2 2024
$427.3M
Q3 2024
$386.1M
Q4 2024
$341.9M
Q1 2025
$334.1M
Q2 2025
$503.9M
Q3 2025
$555.0M
Q4 2025
$652.4M
Q1 2026

What does JOHNSON & own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
PTGX PROTAGONIST THERAPEUTICS INCHealthcare2.4M$258.1M39.6%Held
MGTX MEIRAGTX HOLDINGS PLCHealthcare6.6M$57.5M8.8%Held
RAPP RAPPORT THERAPEUTICS INCHealthcare1.8M$55.8M8.6%Held
CVRX CVRX INCHealthcare4.0M$38.1M5.8%Held
CTNM CONTINEUM THERAPEUTICS INC-AHealthcare2.0M$25.8M4.0%Held
XNCR XENCOR INCHealthcare748.1K$9.0M1.4%Held
PRCT PROCEPT BIOROBOTICS CORPHealthcare357.9K$9.0M1.4%Held
FATE FATE THERAPEUTICS INCHealthcare3.4M$4.1M0.6%Held
NMRA NEUMORA THERAPEUTICS INCHealthcare1.8M$3.6M0.6%Held
RLYB RALLYBIO CORPHealthcare152.9K$1.4M0.2%New
VOR VOR BIOPHARMA INCHealthcare53.7K$959K0.1%Held
LAB STANDARD BIOTOOLS INCHealthcare312.0K$287K0.0%Held
NNOX NANO-X IMAGING LTDHealthcare83.6K$190K0.0%-47.4%
ACET ADICET BIO INCHealthcare22.8K$155K0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 13, 202616$652.4M canonicalSEC ↗
Q4 202513F-HR/ARESTATEMENTMar 18, 202617$555.0M canonicalSEC ↗
Q4 202513F-HRFeb 13, 202617$554.6M SEC ↗
Q3 202513F-HR/ARESTATEMENTMar 18, 202620$503.9M canonicalSEC ↗
Q3 202513F-HRNov 13, 202520$503.7M SEC ↗
Q2 202513F-HRJul 22, 202520$334.1M canonicalSEC ↗
Q1 202513F-HRMay 7, 202520$341.9M canonicalSEC ↗
Q4 202413F-HRFeb 13, 202520$386.1M canonicalSEC ↗
Q3 202413F-HRNov 13, 202420$427.3M canonicalSEC ↗
Q2 202413F-HRAug 9, 202420$400.7M canonicalSEC ↗
Q1 202413F-HRMay 10, 202422$4.41B canonicalSEC ↗