New York, NYCIK 17667214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
13 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bridgebio Pharma Inc | 5.09M | $389.30M | 81.3% | −1.00M | Reduced |
| 2 | Syndax Pharmaceuticals Inc | 1.32M | $27.67M | 5.8% | 0 | Held |
| 3 | Monte Rosa Therapeutics Inc | 1.47M | $23.09M | 4.8% | 0 | Held |
| 4 |
| 568.9K |
| $9.57M |
| 2.0% |
| 0 |
| Held |
| 5 | Compass Pathways PLC | 1.20M | $8.27M | 1.7% | 0 | Held |
| 6 | Bridgebio Oncology Therapeut | 564.6K | $7.07M | 1.5% | 0 | Held |
| 7 | Calcimedica Inc | 521.1K | $3.43M | 0.7% | 0 | Held |
| 8 | Scholar Rock Hldg Corp | 77.0K | $3.39M | 0.7% | 0 | Held |
| 9 | Biomea Fusion Inc | 2.05M | $2.54M | 0.5% | 0 | Held |
| 10 | Urogen Pharma Ltd | 108.0K | $2.53M | 0.5% | +108.0K | New |
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