San Francisco, CACIK 10568074 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
41 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Kymera Therapeutics Inc | 5.50M | $428.17M | 14.4% | 0 | Held |
| 2 | Revolution Medicines Inc | 3.36M | $267.37M | 9.0% | −618.1K | Reduced |
| 3 | Moonlake Immunotherapeutics | 19.75M | $260.32M | 8.8% | 0 | Held |
| 4 |
| 3.48M |
| $241.97M |
| 8.1% |
| +275.1K |
| Added |
| 5 | Olema Pharmaceuticals Inc | 5.30M | $132.40M | 4.5% | 0 | Held |
| 6 | Mirum Pharmaceuticals Inc | 1.50M | $118.11M | 4.0% | 0 | Held |
| 7 | Gh Research PLC | 8.83M | $112.11M | 3.8% | 0 | Held |
| 8 | Xencor Inc | 7.13M | $109.22M | 3.7% | +4.39M | Added |
| 9 | Zymeworks Inc | 3.94M | $103.70M | 3.5% | 0 | Held |
| 10 | Palvella Therapeutics Inc Ne | 879.0K | $92.01M | 3.1% | −282.2K | Reduced |
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