Palo Alto, CACIK 18399484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
43 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Abivax SA | 7.11M | $959.03M | 31.7% | 0 | Held |
| 2 | Cogent Biosciences Inc | 5.87M | $208.44M | 6.9% | −930.0K | Reduced |
| 3 | Cg Oncology Inc | 3.67M | $152.39M | 5.0% | 0 | Held |
| 4 | Tango Therapeutics Inc |
| 12.76M |
| $113.07M |
| 3.7% |
| +4.23M |
| Added |
| 5 | Centessa Pharmaceuticals PLC | 4.29M | $107.20M | 3.5% | +1.15M | Added |
| 6 | Dyne Therapeutics Inc | 4.62M | $90.27M | 3.0% | 0 | Held |
| 7 | Rapt Therapeutics Inc | 2.58M | $87.47M | 2.9% | +946.1K | Added |
| 8 | Tyra Biosciences Inc | 2.90M | $76.19M | 2.5% | 0 | Held |
| 9 | Amylyx Pharmaceuticals Inc | 6.24M | $75.43M | 2.5% | 0 | Held |
| 10 | Savara Inc | 12.36M | $74.54M | 2.5% | 0 | Held |
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