San Francisco, CACIK 14257384 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
34 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Scholar Rock Hldg Corp | 5.22M | $229.98M | 16.9% | +1.32M | Added |
| 2 | Krystal Biotech Inc | 677.7K | $167.08M | 12.3% | +16.3K | Added |
| 3 | Nurix Therapeutics Inc | 8.09M | $153.54M | 11.3% | +4.42M | Added |
| 4 | Stoke Therapeutics Inc |
| 4.03M |
| $128.04M |
| 9.4% |
| −141.5K |
| Reduced |
| 5 | Immunome Inc | 5.72M | $122.83M | 9.0% | +695.0K | Added |
| 6 | Regenxbio Inc | 4.37M | $62.91M | 4.6% | −324.6K | Reduced |
| 7 | Adc Therapeutics SA | 15.67M | $55.30M | 4.1% | 0 | Held |
| 8 | Cogent Biosciences Inc | 1.44M | $51.07M | 3.8% | −771.2K | Reduced |
| 9 | Annexon Inc | 10.05M | $50.45M | 3.7% | +3.75M | Added |
| 10 | Beam Therapeutics Inc | 1.29M | $35.64M | 2.6% | −101.7K | Reduced |
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