Redwood City, CACIK 15828444 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
30 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Terns Pharmaceuticals Inc | 637.1K | $25.74M | 17.5% | +134.3K | Added |
| 2 | Praxis Precision Medicines I | 83.0K | $24.47M | 16.6% | +33.3K | Added |
| 3 | Cidara Therapeutics Inc | 89.1K | $19.69M | 13.4% | −52.4K | Reduced |
| 4 | Ocular Therapeutix Inc |
| 1.05M |
| $12.78M |
| 8.7% |
| −112.2K |
| Reduced |
| 5 | Whitehawk Therapeutics Inc | 3.41M | $8.25M | 5.6% | 0 | Held |
| 6 | Bright Minds Biosciences Inc | 84.5K | $6.59M | 4.5% | −398 | Reduced |
| 7 | Compass Therapeutics Inc | 1.09M | $5.87M | 4.0% | +253.2K | Added |
| 8 | Jazz Pharmaceuticals PLC | 29.0K | $4.93M | 3.3% | +3.9K | Added |
| 9 | Insmed Inc | 25.9K | $4.50M | 3.1% | −12.7K | Reduced |
| 10 | Argenx Se | 4.9K | $4.08M | 2.8% | −1.5K | Reduced |
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