Dallas, TXCIK 17918274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
39 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dianthus Therapeutics Inc | 2.10M | $86.71M | 25.0% | −1.10M | Reduced |
| 2 | Cg Oncology Inc | 1.47M | $61.15M | 17.6% | −128.2K | Reduced |
| 3 | Jade Biosciences Inc | 1.40M | $21.61M | 6.2% | +273.5K | Added |
| 4 | Oruka Therapeutics Inc |
| 660.4K |
| $20.02M |
| 5.8% |
| 0 |
| Held |
| 5 | Teva Pharmaceutical Inds Ltd | 417.3K | $13.02M | 3.8% | −92.7K | Reduced |
| 6 | Boston Scientific Corp | 114.5K | $10.92M | 3.1% | −49.8K | Reduced |
| 7 | Medtronic PLC | 107.6K | $10.34M | 3.0% | −83.0K | Reduced |
| 8 | Perspective Therapeutics Inc | 3.21M | $8.83M | 2.5% | +216.7K | Added |
| 9 | Alnylam Pharmaceuticals Inc | 21.0K | $8.35M | 2.4% | +21.0K | New |
| 10 | Repligen Corp | 50.3K | $8.24M | 2.4% | +27.0K | Added |
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