HF Best Ideas
AnalysesQuarterly LettersWarren AI
All companies
Novo Nordisk logo

What smart money is saying about Novo NordiskUnited States flag

NVO

No fund has written a full thesis on Novo Nordisk in our archive, but 4 fund letters report a position in it — most recently Baillie Gifford Global Durable Growth in June 2026.

Get an email when a fund writes about it

Summarize with Warren AI
4
Reported positions
1
Bought
1
Sold
4
Letters

Position history

Every position in Novo Nordisk on record in the archive was reported in Q2 2026, across 4 fund letters — 1 opened or added to the position, 1 trimmed or exited.

Fund letters reporting a position in Novo Nordisk, by quarter
QuarterLettersBoughtSoldTheses
Q2 20264110

Fund activity · 4 positions · 2 moves

  • HoldsBaillie Gifford Global Durable Growth
    June 2026
    “Accenture faces a similar market narrative. Results announced in May showed earnings growth of 9 percent and a dividend increase of 10 percent, yet AI disruption fears persist and the shares now trade on an undemanding nine times next year's earnings. In hindsight, we bought in too early, but we still believe consulting will survive the AI revolution and that Accenture will be central to spreading its benefits through the corporate world. We have been here before. Novo Nordisk and Edenred, both under intense scrutiny in recent years, were among the top contributors this quarter as sentiment began to recover.”
    Read the letter
    Novo Nordisk
  • ExitedFundsmith Equity Fund
    June 2026
    “We exited or have started exiting: Atlas Copco, Coloplast, Essilor Luxottica, Intuit, LVMH, Magnum Ice Cream, Mettler-Toledo, Nike, Novo Nordisk, Otis, Unilever, Wolters Kluwer, and Zoetis.”
    Read the letter
    Novo Nordisk
  • HoldsGreensKeeper Value Fund
    June 2026
    “Novo Nordisk A/S Healthcare & Pharma Visa Inc. Technology GreensKeeper Value Fund”
    Read the letter
    Novo Nordisk
  • New positionLiontrust Global Alpha Fund
    June 2026
    “Other new positions included OHB, a key beneficiary of the Space / Satellite theme, Novo Nordisk within the obesity market, Essilor, a favoured play on wearable AI, and Tencent, increasing our exposure to China technology.”
    Read the letter
    Novo Nordisk

Read the letters behind these Novo Nordisk positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

View plans→
Share this ledger