New York, NYCIK 19749154 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 | 1.90M | $256.22M | 9.4% | +900.0K | Added |
| 2 | Arcellx Inc | 2.92M | $190.71M | 7.0% | +1.68M | Added |
| 3 | Terns Pharmaceuticals Inc | 4.50M | $181.80M | 6.7% | +4.50M | New |
| 4 | Biomarin Pharmaceutical Inc |
| 3.00M |
| $178.29M |
| 6.5% |
| +2.17M |
| Added |
| 5 | Globus Med Inc | 1.27M | $111.32M | 4.1% | +25.0K | Added |
| 6 | Nurix Therapeutics Inc | 4.69M | $88.97M | 3.3% | +1.22M | Added |
| 7 | Alcon AG | 1.10M | $87.09M | 3.2% | +5.0K | Added |
| 8 | Dexcom Inc | 1.27M | $84.62M | 3.1% | +625.0K | Added |
| 9 | Merck & Co Inc | 775.0K | $81.58M | 3.0% | +775.0K | New |
| 10 | Taysha Gene Therapies Inc | 13.75M | $75.63M | 2.8% | +8.25M | Added |
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