San Francisco, CACIK 18446454 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vaxcyte Inc | 1.37M | $63.32M | 24.5% | 0 | Held |
| 2 | Oculis Holding AG | 2.29M | $45.70M | 17.7% | −12.1K | Reduced |
| 3 | Arcutis Biotherapeutics Inc | 1.37M | $39.69M | 15.3% | −753.9K | Reduced |
| 4 | Evommune Inc |
| 1.93M |
| $32.99M |
| 12.8% |
| +1.93M |
| New |
| 5 | Zenas Biopharma Inc | 592.0K | $21.50M | 8.3% | −187.1K | Reduced |
| 6 | Trevi Therapeutics Inc | 1.26M | $15.73M | 6.1% | 0 | Held |
| 7 | Immunome Inc | 732.5K | $15.73M | 6.1% | +230.0K | Added |
| 8 | Maplight Therapeutics Inc | 611.4K | $10.74M | 4.2% | +611.4K | New |
| 9 | Bioage Labs Inc | 653.4K | $8.64M | 3.3% | 0 | Held |
| 10 | Recursion Pharmaceuticals In | 595.5K | $2.44M | 0.9% | 0 | Held |
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