New York, NYCIK 19311184 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
45 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cidara Therapeutics Inc | 85.1K | $18.80M | 10.1% | +16.6K | Added |
| 2 | Terns Pharmaceuticals Inc | 443.8K | $17.93M | 9.6% | −345.9K | Reduced |
| 3 | Urogen Pharma Ltd | 718.4K | $16.82M | 9.0% | +630.4K | Added |
| 4 | Cogent Biosciences Inc |
| 366.2K |
| $13.01M |
| 7.0% |
| +4.8K |
| Added |
| 5 | Dynavax Technologies Corp | 525.6K | $8.08M | 4.3% | +525.6K | New |
| 6 | Sionna Therapeutics Inc | 180.6K | $7.43M | 4.0% | +180.6K | New |
| 7 | Immunovant Inc | 288.7K | $7.34M | 3.9% | −52.7K | Reduced |
| 8 | Axsome Therapeutics Inc | 37.4K | $6.84M | 3.7% | +37.4K | New |
| 9 | Savara Inc | 995.4K | $6.00M | 3.2% | −313.9K | Reduced |
| 10 | Mind Medicine Mindmed Inc | 425.2K | $5.69M | 3.0% | +425.2K | New |
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