Palo Alto, CACIK 13069234 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
49 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Insmed Inc | 489.5K | $85.19M | 11.9% | −2.3K | Reduced |
| 2 | Amicus Therapeutics Inc | 5.21M | $74.13M | 10.3% | −162.0K | Reduced |
| 3 | Ptc Therapeutics Inc | 903.9K | $68.66M | 9.6% | +41.3K | Added |
| 4 | Acadia Pharmaceuticals Inc |
| 2.48M |
| $66.35M |
| 9.2% |
| +17.3K |
| Added |
| 5 | Biomarin Pharmaceutical Inc | 746.3K | $44.35M | 6.2% | −7.8K | Reduced |
| 6 | Anaptysbio Inc | 690.0K | $33.45M | 4.7% | +16.5K | Added |
| 7 | Biogen Inc | 183.6K | $32.31M | 4.5% | −2.1K | Reduced |
| 8 | Dyne Therapeutics Inc | 1.47M | $28.80M | 4.0% | +209.5K | Added |
| 9 | United Therapeutics Corp Del | 58.2K | $28.35M | 3.9% | 0 | Held |
| 10 | Disc Medicine Inc | 317.5K | $25.21M | 3.5% | +93.2K | Added |
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