New York, NYCIK 18394355 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
26 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Abivax SA | 756.0K | $101.95M | 12.8% | −569.0K | Reduced |
| 2 | Dianthus Therapeutics Inc | 2.42M | $99.59M | 12.5% | 0 | Held |
| 3 | Cogent Biosciences Inc | 2.35M | $83.47M | 10.5% | −524.1K | Reduced |
| 4 | Taysha Gene Therapies Inc |
| 8.86M |
| $48.73M |
| 6.1% |
| −207.6K |
| Reduced |
| 5 | Gossamer Bio Inc | 13.92M | $43.14M | 5.4% | −3.13M | Reduced |
| 6 | Kymera Therapeutics Inc | 535.0K | $41.63M | 5.2% | +175.0K | Added |
| 7 | Arrivent Biopharma Inc | 1.97M | $39.66M | 5.0% | 0 | Held |
| 8 | Trevi Therapeutics Inc | 2.81M | $35.24M | 4.4% | 0 | Held |
| 9 | Ocular Therapeutix Inc | 2.62M | $31.85M | 4.0% | −400 | Reduced |
| 10 | Mind Medicine Mindmed Inc | 2.23M | $29.86M | 3.7% | +100.0K | Added |
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