San Francisco, CACIK 17763824 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
6 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pharvaris N V | 4.64M | $128.74M | 59.5% | 0 | Held |
| 2 | Alumis Inc | 4.62M | $45.09M | 20.8% | 0 | Held |
| 3 | Harmony Biosciences Hldgs In | 489.2K | $18.31M | 8.5% | 0 | Held |
| 4 | Alx Oncology Hldgs Inc |
| 9.70M |
| $10.96M |
| 5.1% |
| 0 |
| Held |
| 5 | Lyell Immunopharma Inc | 337.7K | $10.39M | 4.8% | −135.8K | Reduced |
| 6 | Artiva Biotherapeutics Inc | 648.5K | $2.78M | 1.3% | −500.5K | Reduced |