Dallas, TXCIK 16172014 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 | Procept Biorobotics Corp | 1.38M | $43.41M | 9.0% | +1.30M | Added |
| 2 | Galapagos NV | 1.07M | $35.12M | 7.3% | −75.9K | Reduced |
| 3 | Janux Therapeutics Inc | 2.39M | $33.02M | 6.8% | +1.53M | Added |
| 4 | Adc Therapeutics SA |
| 8.48M |
| $29.93M |
| 6.2% |
| +1.01M |
| Added |
| 5 | Kura Oncology Inc | 2.53M | $26.28M | 5.4% | −228.9K | Reduced |
| 6 | Meiragtx Hldgs PLC | 3.21M | $25.52M | 5.3% | −879.7K | Reduced |
| 7 | Nektar Therapeutics | 554.6K | $23.45M | 4.8% | +554.6K | New |
| 8 | Veeva Sys Inc | 90.1K | $20.12M | 4.2% | +90.1K | New |
| 9 | Icon PLC | 110.0K | $20.04M | 4.1% | +500 | Added |
| 10 | Boston Scientific Corp | 210.0K | $20.02M | 4.1% | +133.9K | Added |
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