New York, NYCIK 17274924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
20 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Liquidia Corporation | 8.12M | $280.02M | 25.6% | 0 | Held |
| 2 | Abivax SA | 1.45M | $195.80M | 17.9% | 0 | Held |
| 3 | Revolution Medicines Inc | 1.28M | $102.26M | 9.4% | +219.7K | Added |
| 4 | Mineralys Therapeutics Inc |
| 2.77M |
| $100.62M |
| 9.2% |
| 0 |
| Held |
| 5 | Vaxcyte Inc | 1.70M | $78.66M | 7.2% | +1.70M | New |
| 6 | Exelixis Inc | 1.55M | $68.08M | 6.2% | +27.5K | Added |
| 7 | Adma Biologics Inc | 3.01M | $54.95M | 5.0% | +375.9K | Added |
| 8 | Tango Therapeutics Inc | 3.73M | $33.05M | 3.0% | +3.73M | New |
| 9 | Inhibrx Biosciences Inc | 323.6K | $25.56M | 2.3% | +87.2K | Added |
| 10 | Tyra Biosciences Inc | 944.3K | $24.82M | 2.3% | +247.4K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio