Los Angeles, CACIK 13899334 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
76 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Revolution Medicines Inc | 604.5K | $48.15M | 11.3% | −52.7K | Reduced |
| 2 | Spdr Series Trust | 336.5K | $41.03M | 9.7% | −65.0K | Reduced |
| 3 | Stereotaxis Inc | 13.68M | $31.47M | 7.4% | 0 | Held |
| 4 | Atricure Inc |
| 597.4K |
| $23.63M |
| 5.6% |
| +5.2K |
| Added |
| 5 | Cytokinetics Inc | 371.0K | $23.57M | 5.5% | −23.9K | Reduced |
| 6 | Ideaya Biosciences Inc | 506.7K | $17.52M | 4.1% | −33.2K | Reduced |
| 7 | Axogen Inc | 476.8K | $15.61M | 3.7% | −265.5K | Reduced |
| 8 | Xenon Pharmaceuticals Inc | 287.9K | $12.91M | 3.0% | 0 | Held |
| 9 | Ishares Tr | 68.1K | $11.49M | 2.7% | −34.4K | Reduced |
| 10 | Biohaven Ltd | 955.2K | $10.78M | 2.5% | +720.0K | Added |
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