Menlo Park, CACIK 16311344 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
60 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Natera Inc | 1.55M | $355.15M | 15.3% | 0 | Held |
| 2 | Jazz Pharmaceuticals PLC | 959.9K | $163.18M | 7.0% | +371.0K | Added |
| 3 | Astrazeneca PLC | 1.63M | $150.06M | 6.5% | +808.4K | Added |
| 4 | Vera Therapeutics Inc |
| 2.79M |
| $141.49M |
| 6.1% |
| 0 |
| Held |
| 5 | Bristol-Myers Squibb Co | 1.51M | $81.61M | 3.5% | +1.51M | New |
| 6 | United Therapeutics Corp Del | 157.6K | $76.81M | 3.3% | −33.0K | Reduced |
| 7 | Vertex Pharmaceuticals Inc | 164.6K | $74.62M | 3.2% | +46.7K | Added |
| 8 | Abbvie Inc | 317.8K | $72.61M | 3.1% | +166.8K | Added |
| 9 | Intuitive Surgical Inc | 127.0K | $71.91M | 3.1% | +16.1K | Added |
| 10 | Cogent Biosciences Inc | 1.97M | $70.10M | 3.0% | −154.3K | Reduced |
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