Boston, MACIK 16373595 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nuvation Bio Inc | 8.08M | $72.41M | 25.3% | −750.0K | Reduced |
| 2 | Bridgebio Oncology Therapeut | 3.29M | $41.19M | 14.4% | 0 | Held |
| 3 | Beta Bionics Inc | 1.32M | $40.10M | 14.0% | −603.9K | Reduced |
| 4 | Bicara Therapeutics Inc |
| 2.20M |
| $37.10M |
| 12.9% |
| 0 |
| Held |
| 5 | Kestra Med Technologies Ltd | 1.37M | $36.43M | 12.7% | −272.3K | Reduced |
| 6 | Upstream Bio Inc | 1.33M | $36.01M | 12.6% | −30.0K | Reduced |
| 7 | Engene Holdings Inc | 876.4K | $7.91M | 2.8% | +350.0K | Added |
| 8 | Alumis Inc | 653.2K | $6.38M | 2.2% | 0 | Held |
| 9 | Sana Biotechnology Inc | 843.8K | $3.43M | 1.2% | 0 | Held |
| 10 | Imagenebio Inc | 455.4K | $3.14M | 1.1% | 0 | Held |
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