Bend, ORCIK 14407714 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
61 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Verastem Inc | 2.73M | $21.09M | 16.7% | +62.0K | Added |
| 2 | Adma Biologics Inc | 740.0K | $13.50M | 10.7% | +1.0K | Added |
| 3 | Evolus Inc | 1.63M | $10.85M | 8.6% | +95.2K | Added |
| 4 | Zevra Therapeutics Inc |
| 569.1K |
| $5.10M |
| 4.0% |
| −240.9K |
| Reduced |
| 5 | Inhibikase Therapeutics Inc | 2.35M | $4.81M | 3.8% | +1.61M | Added |
| 6 | Abeona Therapeutics Inc | 709.5K | $3.74M | 3.0% | +258.5K | Added |
| 7 | Nektar Therapeutics | 85.0K | $3.59M | 2.8% | 0 | Held |
| 8 | Indivior PLC | 100.0K | $3.59M | 2.8% | 0 | Held |
| 9 | Corbus Pharmaceuticals Hldgs | 389.9K | $3.17M | 2.5% | +389.9K | New |
| 10 | Kazia Therapeutics Ltd | 460.4K | $3.17M | 2.5% | +460.4K | New |
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