Palo Alto, CACIK 17449674 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
21 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Scholar Rock Hldg Corp | 6.90M | $303.84M | 31.3% | +1.28M | Added |
| 2 | Mineralys Therapeutics Inc | 5.87M | $213.06M | 22.0% | −392.1K | Reduced |
| 3 | Kalaris Therapeutics Inc | 12.95M | $109.28M | 11.3% | +1.50M | Added |
| 4 | Septerna Inc |
| 3.15M |
| $87.80M |
| 9.1% |
| 0 |
| Held |
| 5 | Alumis Inc | 5.76M | $56.19M | 5.8% | +955.6K | Added |
| 6 | Neurogene Inc | 1.72M | $35.37M | 3.6% | 0 | Held |
| 7 | Inventiva SA | 5.19M | $24.16M | 2.5% | +5.19M | New |
| 8 | Gossamer Bio Inc | 7.22M | $22.39M | 2.3% | +1.09M | Added |
| 9 | Upstream Bio Inc | 736.0K | $19.98M | 2.1% | −226.1K | Reduced |
| 10 | Aquestive Therapeutics Inc | 2.50M | $16.15M | 1.7% | 0 | Held |
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