San Francisco, CACIK 15871144 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
28 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Zymeworks Inc | 22.97M | $604.81M | 27.6% | 0 | Held |
| 2 | Anaptysbio Inc | 7.88M | $382.03M | 17.4% | 0 | Held |
| 3 | Jazz Pharmaceuticals PLC | 1.71M | $290.10M | 13.2% | 0 | Held |
| 4 | Crinetics Pharmaceuticals In |
| 4.29M |
| $199.61M |
| 9.1% |
| 0 |
| Held |
| 5 | Centessa Pharmaceuticals PLC | 3.12M | $77.91M | 3.6% | +2.56M | Added |
| 6 | Crispr Therapeutics AG | 1.39M | $72.85M | 3.3% | 0 | Held |
| 7 | Mbx Biosciences Inc | 2.12M | $66.98M | 3.1% | 0 | Held |
| 8 | Immunome Inc | 2.86M | $61.34M | 2.8% | −1.22M | Reduced |
| 9 | Oric Pharmaceuticals Inc | 6.73M | $55.04M | 2.5% | 0 | Held |
| 10 | Galapagos NV | 1.67M | $54.51M | 2.5% | 0 | Held |
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