San Francisco, CACIK 17998834 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
21 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Entrada Therapeutics Inc | 4.06M | $41.70M | 13.1% | −200.0K | Reduced |
| 2 | Camp4 Therapeutics Corp | 5.87M | $35.98M | 11.3% | 0 | Held |
| 3 | Tyra Biosciences Inc | 1.03M | $27.06M | 8.5% | +90.0K | Added |
| 4 | Viridian Therapeutics Inc |
| 736.6K |
| $22.92M |
| 7.2% |
| 0 |
| Held |
| 5 | Pharvaris N V | 797.6K | $22.13M | 7.0% | 0 | Held |
| 6 | Erasca Inc | 5.41M | $20.11M | 6.3% | 0 | Held |
| 7 | Eyepoint Pharmaceuticals Inc | 1.05M | $19.18M | 6.0% | 0 | Held |
| 8 | Maplight Therapeutics Inc | 950.0K | $16.69M | 5.2% | +950.0K | New |
| 9 | Centessa Pharmaceuticals PLC | 580.9K | $14.53M | 4.6% | −100.0K | Reduced |
| 10 | Celldex Therapeutics Inc New | 497.3K | $13.51M | 4.2% | 0 | Held |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio