Boston, MACIK 13468244 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
71 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ascendis Pharma A/S | 10.28M | $2.19B | 22.5% | 0 | Held |
| 2 | Cidara Therapeutics Inc | 3.37M | $743.41M | 7.6% | 0 | Held |
| 3 | Rhythm Pharmaceuticals Inc | 6.67M | $713.62M | 7.3% | +985.5K | Added |
| 4 | Avidity Biosciences Inc |
| 8.64M |
| $623.28M |
| 6.4% |
| 0 |
| Held |
| 5 | Vaxcyte Inc | 10.72M | $494.83M | 5.1% | −1.24M | Reduced |
| 6 | Sionna Therapeutics Inc | 9.91M | $407.49M | 4.2% | −540.3K | Reduced |
| 7 | Newamsterdam Pharma Company | 9.55M | $335.02M | 3.4% | −588.7K | Reduced |
| 8 | Tyra Biosciences Inc | 12.20M | $320.70M | 3.3% | 0 | Held |
| 9 | Wave Life Sciences Ltd | 18.20M | $309.45M | 3.2% | +1.0K | Added |
| 10 | Mineralys Therapeutics Inc | 7.32M | $265.78M | 2.7% | 0 | Held |
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