Menlo Park, CACIK 18192574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
28 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Roivant Sciences Ltd | 8.17M | $177.20M | 37.9% | −4.31M | Reduced |
| 2 | Insmed Inc | 267.0K | $46.47M | 9.9% | −59.4K | Reduced |
| 3 | Mirum Pharmaceuticals Inc | 298.7K | $23.59M | 5.1% | +194.4K | Added |
| 4 | Argenx Se |
| 26.0K |
| $21.86M |
| 4.7% |
| +10.5K |
| Added |
| 5 | Beone Medicines Ltd | 69.3K | $21.06M | 4.5% | +69.3K | New |
| 6 | Abivax SA | 130.0K | $17.53M | 3.8% | −21.8K | Reduced |
| 7 | Pharvaris N V | 542.7K | $15.06M | 3.2% | +197.3K | Added |
| 8 | Eyepoint Pharmaceuticals Inc | 780.0K | $14.25M | 3.1% | −231.8K | Reduced |
| 9 | Terns Pharmaceuticals Inc | 320.0K | $12.93M | 2.8% | +320.0K | New |
| 10 | Celcuity Inc | 120.0K | $11.97M | 2.6% | +20.0K | Added |
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