Dallas, TXCIK 17782534 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
135 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Terns Pharmaceuticals Inc | 1.60M | $64.49M | 8.3% | +1.43M | Added |
| 2 | Cidara Therapeutics Inc | 273.2K | $60.36M | 7.8% | −4.5K | Reduced |
| 3 | Abivax SA | 206.0K | $29.13M | 3.8% | −190.1K | Reduced |
| 4 | Jazz Pharmaceuticals PLC |
| 160.4K |
| $27.26M |
| 3.5% |
| +82.6K |
| Added |
| 5 | Maze Therapeutics Inc | 644.7K | $26.71M | 3.5% | −96.1K | Reduced |
| 6 | Praxis Precision Medicines I | 86.6K | $25.52M | 3.3% | +58.0K | Added |
| 7 | Rapt Therapeutics Inc | 665.3K | $22.53M | 2.9% | +50.3K | Added |
| 8 | Kodiak Sciences Inc | 719.8K | $20.13M | 2.6% | +305.9K | Added |
| 9 | Olema Pharmaceuticals Inc | 758.7K | $18.97M | 2.5% | +758.7K | New |
| 10 | Vaxcyte Inc | 378.7K | $17.47M | 2.3% | +67.0K | Added |
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