San Francisco, CACIK 18581981 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
25 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Terns Pharmaceuticals Inc | 440.0K | $17.78M | 18.4% | +440.0K | New Position |
| 2 | Praxis Precision Medicines I | 42.9K | $12.64M | 13.1% | +42.9K | New Position |
| 3 | Axsome Therapeutics Inc | 36.2K | $6.61M | 6.8% | +36.2K | New Position |
| 4 |
| Whitehawk Therapeutics Inc |
| 2.17M |
| $5.24M |
| 5.4% |
| +2.17M |
| New Position |
| 5 | Trevi Therapeutics Inc | 414.0K | $5.18M | 5.4% | +414.0K | New Position |
| 6 | Insmed Inc | 28.5K | $4.96M | 5.1% | +28.5K | New Position |
| 7 | Protagonist Therapeutics Inc | 53.0K | $4.63M | 4.8% | +53.0K | New Position |
| 8 | Disc Medicine Inc | 58.3K | $4.63M | 4.8% | +58.3K | New Position |
| 9 | Mbx Biosciences Inc | 121.5K | $3.83M | 4.0% | +121.5K | New Position |
| 10 | Savara Inc | 605.3K | $3.65M | 3.8% | +605.3K | New Position |
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