New York, NYCIK 18556554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
29 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nuvalent Inc | 5.27M | $530.05M | 14.2% | 0 | Held |
| 2 | Revolution Medicines Inc | 6.64M | $529.23M | 14.2% | +421.1K | Added |
| 3 | Arcellx Inc | 5.72M | $373.21M | 10.0% | +1.07M | Added |
| 4 | Genmab A/S |
| 7.04M |
| $216.83M |
| 5.8% |
| +3.22M |
| Added |
| 5 | Tarsus Pharmaceuticals Inc | 2.56M | $209.79M | 5.6% | −103.5K | Reduced |
| 6 | Abivax SA | 1.42M | $191.15M | 5.1% | −146.7K | Reduced |
| 7 | Olema Pharmaceuticals Inc | 7.54M | $188.60M | 5.0% | +750.0K | Added |
| 8 | Vaxcyte Inc | 4.07M | $187.70M | 5.0% | +283.3K | Added |
| 9 | Cidara Therapeutics Inc | 759.6K | $167.78M | 4.5% | −201.6K | Reduced |
| 10 | Edgewise Therapeutics Inc | 6.54M | $162.32M | 4.3% | +371.1K | Added |
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