Palo Alto, CACIK 16747124 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
47 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Terns Pharmaceuticals Inc | 5.35M | $216.02M | 14.0% | −1.55M | Reduced |
| 2 | Cidara Therapeutics Inc | 956.7K | $211.32M | 13.7% | −354.8K | Reduced |
| 3 | Praxis Precision Medicines I | 328.9K | $96.94M | 6.3% | +130.0K | Added |
| 4 |
| 2.40M |
| $85.21M |
| 5.5% |
| −390.1K |
| Reduced |
| 5 | Trevi Therapeutics Inc | 5.09M | $63.79M | 4.1% | 0 | Held |
| 6 | Avadel Pharmaceuticals PLC | 2.68M | $57.84M | 3.7% | 0 | Held |
| 7 | Compass Therapeutics Inc | 9.55M | $51.26M | 3.3% | 0 | Held |
| 8 | Dyne Therapeutics Inc | 2.61M | $51.15M | 3.3% | 0 | Held |
| 9 | Abivax SA | 359.3K | $48.45M | 3.1% | 0 | Held |
| 10 | Dbv Technologies S A | 2.46M | $47.19M | 3.1% | +1.41M | Added |
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