NEA Management Company, LLC

Fundamental concentrated ★Highest signal healthcare specialist (95%) CIK 1512848
League rank
#733
in Fundamental concentrated · #7008 overall
Long book
$1.76B
Q1 2026
Positions
26
Top-10 weight
88%
concentration
Last quarter
+16.7%
SPY +14.8%
Turnover
11%
of book per quarter

Strategy in plain words

auto-generated from filings

NEA Management Company, LLC is a concentrated fundamental stock-picker, specialised in healthcare (95% of the long book), running a $1.76B US long book across 26 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: ARCELLX INC, CELCUITY INC, SPYGLASS PHARMA INC, TREVI THERAPEUTICS INC, SAVARA INC.

Over the last 9 quarters its long book ran on average 4.3pp 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
-23.7%
Q2 2024
+14.8%
Q3 2024
-10.2%
Q4 2024
-8.4%
Q1 2025
+14.7%
Q2 2025
+62.1%
Q3 2025
+21.5%
Q4 2025
-8.7%
Q1 2026
+16.7%

Sector allocation

Healthcare
76%
Other
20%
Technology
4%

Long book by quarter

$1.61B
Q1 2024
$1.33B
Q2 2024
$1.84B
Q3 2024
$1.77B
Q4 2024
$1.30B
Q1 2025
$1.33B
Q2 2025
$1.82B
Q3 2025
$1.96B
Q4 2025
$1.76B
Q1 2026

What does NEA Management own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
ACLXGBX ARCELLX INC3.0M$349.7M19.9%Held
CELC CELCUITY INCHealthcare2.3M$260.9M14.8%-35.4%
SGP SPYGLASS PHARMA INCHealthcare7.4M$191.5M10.9%New
TRVI TREVI THERAPEUTICS INCHealthcare13.2M$157.7M9.0%Held
SVRA SAVARA INCHealthcare24.5M$133.6M7.6%Held
GLUE MONTE ROSA THERAPEUTICS INCHealthcare7.7M$126.5M7.2%Held
MBX MBX BIOSCIENCES INCHealthcare3.6M$107.9M6.1%Held
ZBIO ZENAS BIOPHARMA INCHealthcare4.0M$78.7M4.5%+14.2%
COUR COURSERA INCTechnology12.9M$74.9M4.3%Held
AUPH AURINIA PHARMACEUTICALS INCHealthcare4.0M$58.8M3.3%Held
ORIC ORIC PHARMACEUTICALS INCHealthcare4.1M$52.2M3.0%Held
CRSP CRISPR THERAPEUTICS AGHealthcare1.1M$50.4M2.9%Held
PHAT PHATHOM PHARMACEUTICALS INCHealthcare2.0M$21.8M1.2%Held
CVRX CVRX INCHealthcare2.0M$19.2M1.1%Held
KRRO KORRO BIO INCHealthcare1.3M$14.7M0.8%+19.0%
XFOR X4 PHARMACEUTICALS INCHealthcare3.2M$13.4M0.8%Held
CSBR CHAMPIONS ONCOLOGY INCHealthcare1.7M$9.9M0.6%Held
BDTX BLACK DIAMOND THERAPEUTICS IHealthcare4.4M$9.5M0.5%Held
NKTX NKARTA INCHealthcare3.6M$7.5M0.4%Held
LONA LEONABIO INCHealthcare464.4K$4.8M0.3%Held
MRKR MARKER THERAPEUTICS INCHealthcare1.6M$2.1M0.1%Held
OKUR ONKURE THERAPEUTICS INC-AHealthcare478.5K$2.0M0.1%Held
GOSS GOSSAMER BIO INCHealthcare1.0M$329K0.0%-94.5%
IMA IMAGENEBIO INCHealthcare50.0K$250K0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202626$1.76B canonicalSEC ↗
Q4 202513F-HRFeb 17, 202627$1.96B canonicalSEC ↗
Q3 202513F-HRNov 14, 202529$1.82B canonicalSEC ↗
Q2 202513F-HRAug 14, 202532$1.33B canonicalSEC ↗
Q1 202513F-HRMay 14, 202538$1.30B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202542$1.77B canonicalSEC ↗
Q3 202413F-HRNov 14, 202442$1.84B canonicalSEC ↗
Q2 202413F-HRAug 14, 202441$1.33B canonicalSEC ↗
Q1 202413F-HRMay 15, 202444$1.61B canonicalSEC ↗