New York, NYCIK 19521424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
75 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Abivax SA | 391.8K | $52.83M | 9.1% | +225.5K | Added |
| 2 | Scholar Rock Hldg Corp | 886.9K | $39.07M | 6.7% | +160.7K | Added |
| 3 | Centessa Pharmaceuticals PLC | 1.15M | $28.86M | 5.0% | +498.7K | Added |
| 4 | Syndax Pharmaceuticals Inc |
| 1.34M |
| $28.14M |
| 4.8% |
| −26.8K |
| Reduced |
| 5 | Structure Therapeutics Inc | 351.1K | $24.42M | 4.2% | +221.7K | Added |
| 6 | Arcellx Inc | 332.9K | $21.70M | 3.7% | +321.5K | Added |
| 7 | Roivant Sciences Ltd | 966.7K | $20.98M | 3.6% | −3.23M | Reduced |
| 8 | Terns Pharmaceuticals Inc | 429.2K | $17.34M | 3.0% | +339.6K | Added |
| 9 | Twist Bioscience Corp | 518.4K | $16.44M | 2.8% | +518.4K | New |
| 10 | Immunovant Inc | 645.0K | $16.39M | 2.8% | −944.6K | Reduced |
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