Boston, MACIK 18163074 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 | Abivax SA | 422.2K | $56.93M | 8.2% | −117.5K | Reduced |
| 2 | Cogent Biosciences Inc | 1.25M | $44.23M | 6.4% | +430.2K | Added |
| 3 | Urogen Pharma Ltd | 1.74M | $40.72M | 5.9% | +161.5K | Added |
| 4 | Kalvista Pharmaceuticals Inc |
| 2.43M |
| $39.20M |
| 5.7% |
| +1.06M |
| Added |
| 5 | Celcuity Inc | 375.1K | $37.42M | 5.4% | +286.4K | Added |
| 6 | Nuvalent Inc | 311.4K | $31.33M | 4.5% | −60.9K | Reduced |
| 7 | Dianthus Therapeutics Inc | 750.1K | $30.91M | 4.5% | +75.2K | Added |
| 8 | Kodiak Sciences Inc | 1.02M | $28.61M | 4.1% | +23.1K | Added |
| 9 | Praxis Precision Medicines I | 82.5K | $24.31M | 3.5% | +31.3K | Added |
| 10 | Immunome Inc | 1.13M | $24.19M | 3.5% | +1.13M | New |
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