San Francisco, CACIK 17921264 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
64 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Revolution Medicines Inc | 2.00M | $159.30M | 10.6% | +250.0K | Added |
| 2 | Praxis Precision Medicines I | 375.0K | $110.53M | 7.4% | +250.0K | Added |
| 3 | Ideaya Biosciences Inc | 3.13M | $108.03M | 7.2% | +875.0K | Added |
| 4 | Olema Pharmaceuticals Inc |
| 3.21M |
| $80.22M |
| 5.3% |
| 0 |
| Held |
| 5 | Cidara Therapeutics Inc | 310.0K | $68.48M | 4.6% | −65.0K | Reduced |
| 6 | Abivax SA | 400.0K | $53.94M | 3.6% | −15.0K | Reduced |
| 7 | Erasca Inc | 13.00M | $48.36M | 3.2% | −2.15M | Reduced |
| 8 | Ocular Therapeutix Inc | 3.50M | $42.49M | 2.8% | +250.0K | Added |
| 9 | Structure Therapeutics Inc | 600.0K | $41.73M | 2.8% | −250.0K | Reduced |
| 10 | Disc Medicine Inc | 510.0K | $40.50M | 2.7% | +60.0K | Added |
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