New York, NYCIK 15342614 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
38 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Genedx Holdings Corp | 3.01M | $391.11M | 24.3% | 0 | Held |
| 2 | Revolution Medicines Inc | 2.58M | $205.28M | 12.8% | −70.0K | Reduced |
| 3 | Biolife Solutions Inc | 5.96M | $144.04M | 8.9% | −750.0K | Reduced |
| 4 |
| 88.78M |
| $113.64M |
| 7.1% |
| +11.22M |
| Added |
| 5 | Relay Therapeutics Inc | 13.00M | $110.01M | 6.8% | +1.66M | Added |
| 6 | Structure Therapeutics Inc | 1.18M | $81.72M | 5.1% | −380.0K | Reduced |
| 7 | Illumina Inc | 600.0K | $78.70M | 4.9% | +75.0K | Added |
| 8 | Avidity Biosciences Inc | 1.00M | $72.13M | 4.5% | −780.0K | Reduced |
| 9 | Beam Therapeutics Inc | 1.60M | $44.35M | 2.8% | 0 | Held |
| 10 | Guardant Health Inc | 380.0K | $38.81M | 2.4% | +280.0K | Added |
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