New York, NYCIK 16159824 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 | Apogee Therapeutics Inc | 8.49M | $641.08M | 31.7% | 0 | Held |
| 2 | Oruka Therapeutics Inc | 4.15M | $125.74M | 6.2% | 0 | Held |
| 3 | Viridian Therapeutics Inc | 3.88M | $120.83M | 6.0% | 0 | Held |
| 4 |
| 3.69M |
| $120.74M |
| 6.0% |
| +1.00M |
| Added |
| 5 | Kalvista Pharmaceuticals Inc | 6.73M | $108.67M | 5.4% | 0 | Held |
| 6 | Ocular Therapeutix Inc | 7.32M | $88.81M | 4.4% | −5.85M | Reduced |
| 7 | Savara Inc | 13.74M | $82.85M | 4.1% | +1.06M | Added |
| 8 | Cogent Biosciences Inc | 2.00M | $71.04M | 3.5% | −2.00M | Reduced |
| 9 | Erasca Inc | 17.86M | $66.43M | 3.3% | 0 | Held |
| 10 | Cytomx Therapeutics Inc | 15.56M | $66.29M | 3.3% | 0 | Held |
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