Palo Alto, CACIK 18921344 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
40 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Newamsterdam Pharma Company | 16.94M | $594.39M | 16.0% | +241.8K | Added |
| 2 | Mirum Pharmaceuticals Inc | 6.80M | $536.75M | 14.4% | 0 | Held |
| 3 | Arcutis Biotherapeutics Inc | 9.87M | $286.76M | 7.7% | 0 | Held |
| 4 |
| 3.55M |
| $271.20M |
| 7.3% |
| −299.9K |
| Reduced |
| 5 | Mbx Biosciences Inc | 6.65M | $209.80M | 5.6% | 0 | Held |
| 6 | Phathom Pharmaceuticals Inc | 12.47M | $206.82M | 5.6% | 0 | Held |
| 7 | Maze Therapeutics Inc | 4.57M | $189.22M | 5.1% | 0 | Held |
| 8 | Trevi Therapeutics Inc | 10.26M | $128.45M | 3.4% | 0 | Held |
| 9 | Krystal Biotech Inc | 488.5K | $120.42M | 3.2% | −200.0K | Reduced |
| 10 | Disc Medicine Inc | 1.26M | $100.06M | 2.7% | −178.5K | Reduced |
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