Boston, MACIK 17030314 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
19 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Heartflow Inc | 12.45M | $362.86M | 27.8% | 0 | Held |
| 2 | Newamsterdam Pharma Company | 7.31M | $256.31M | 19.6% | −3.41M | Reduced |
| 3 | Olema Pharmaceuticals Inc | 8.51M | $212.72M | 16.3% | +1.66M | Added |
| 4 | Savara Inc |
| 17.60M |
| $106.13M |
| 8.1% |
| 0 |
| Held |
| 5 | Pharvaris N V | 2.80M | $77.76M | 6.0% | −379.2K | Reduced |
| 6 | Solid Biosciences Inc | 7.91M | $44.62M | 3.4% | 0 | Held |
| 7 | Upstream Bio Inc | 1.33M | $36.10M | 2.8% | −1.11M | Reduced |
| 8 | X4 Pharmaceuticals Inc | 7.97M | $31.87M | 2.4% | +5.53M | Added |
| 9 | Dianthus Therapeutics Inc | 743.6K | $30.64M | 2.3% | −572.3K | Reduced |
| 10 | Kyverna Therapeutics Inc | 3.11M | $29.23M | 2.2% | −258.4K | Reduced |
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