New York, NYCIK 17731954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
82 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apogee Therapeutics Inc | 1.23M | $93.21M | 6.9% | +61.5K | Added |
| 2 | Insmed Inc | 450.0K | $78.32M | 5.8% | 0 | Held |
| 3 | Abivax SA | 505.0K | $68.10M | 5.0% | +145.0K | Added |
| 4 | Ventyx Biosciences Inc |
| 6.48M |
| $58.56M |
| 4.3% |
| +2.56M |
| Added |
| 5 | Xenon Pharmaceuticals Inc | 1.25M | $56.02M | 4.1% | −150.0K | Reduced |
| 6 | Praxis Precision Medicines I | 185.0K | $54.53M | 4.0% | +185.0K | New |
| 7 | Cytokinetics Inc | 800.0K | $50.83M | 3.8% | +450.0K | Added |
| 8 | Spyre Therapeutics Inc | 1.43M | $46.93M | 3.5% | +13.3K | Added |
| 9 | Wave Life Sciences Ltd | 2.70M | $45.90M | 3.4% | +600.0K | Added |
| 10 | Teva Pharmaceutical Inds Ltd | 1.40M | $43.69M | 3.2% | 0 | Held |
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