Timonium, MDCIK 15128484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
27 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Celcuity Inc | 3.54M | $352.64M | 18.0% | +1.39M | Added |
| 2 | Rhythm Pharmaceuticals Inc | 2.91M | $311.48M | 15.9% | 0 | Held |
| 3 | Arcellx Inc | 3.05M | $198.55M | 10.1% | 0 | Held |
| 4 | Trevi Therapeutics Inc |
| 13.22M |
| $165.54M |
| 8.4% |
| 0 |
| Held |
| 5 | Savara Inc | 24.47M | $147.56M | 7.5% | 0 | Held |
| 6 | Zenas Biopharma Inc | 3.52M | $127.93M | 6.5% | +789.5K | Added |
| 7 | Monte Rosa Therapeutics Inc | 7.69M | $120.62M | 6.2% | 0 | Held |
| 8 | Mbx Biosciences Inc | 3.61M | $114.00M | 5.8% | 0 | Held |
| 9 | Coursera Inc | 12.87M | $94.71M | 4.8% | 0 | Held |
| 10 | Aurinia Pharmaceuticals Inc | 3.97M | $63.32M | 3.2% | 0 | Held |
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