West Conshohocken, PACIK 18025284 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
13 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cogent Biosciences Inc | 9.00M | $319.80M | 24.3% | 0 | Held |
| 2 | Apogee Therapeutics Inc | 2.05M | $154.63M | 11.8% | 0 | Held |
| 3 | Spyre Therapeutics Inc | 4.02M | $131.63M | 10.0% | 0 | Held |
| 4 |
| 3.91M |
| $121.82M |
| 9.3% |
| +454.5K |
| Added |
| 5 | Oruka Therapeutics Inc | 3.71M | $112.31M | 8.5% | 0 | Held |
| 6 | Dianthus Therapeutics Inc | 2.14M | $88.07M | 6.7% | −1.17M | Reduced |
| 7 | Zenas Biopharma Inc | 2.21M | $80.21M | 6.1% | +316.2K | Added |
| 8 | Nuvalent Inc | 727.6K | $73.19M | 5.6% | 0 | Held |
| 9 | Jade Biosciences Inc | 4.55M | $70.26M | 5.3% | +1.33M | Added |
| 10 | Enliven Therapeutics Inc | 3.71M | $57.16M | 4.4% | 0 | Held |
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