New York, NYCIK 18319424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
33 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Relay Therapeutics Inc | 17.00M | $143.82M | 9.6% | 0 | Held |
| 2 | Alkermes PLC | 3.55M | $99.33M | 6.6% | +453.2K | Added |
| 3 | Tyra Biosciences Inc | 3.38M | $88.73M | 5.9% | 0 | Held |
| 4 | Xenon Pharmaceuticals Inc |
| 1.80M |
| $80.68M |
| 5.4% |
| −900.0K |
| Reduced |
| 5 | Spyre Therapeutics Inc | 2.39M | $78.24M | 5.2% | +400.2K | Added |
| 6 | Cogent Biosciences Inc | 2.20M | $78.03M | 5.2% | −5.05M | Reduced |
| 7 | Enliven Therapeutics Inc | 4.69M | $72.27M | 4.8% | 0 | Held |
| 8 | Celldex Therapeutics Inc New | 2.56M | $69.67M | 4.6% | −463.3K | Reduced |
| 9 | Amylyx Pharmaceuticals Inc | 5.65M | $68.25M | 4.5% | +1.57M | Added |
| 10 | Terns Pharmaceuticals Inc | 1.48M | $59.59M | 4.0% | −4.22M | Reduced |
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