San Francisco, CACIK 19775484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
6 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Argenx Se | 142.0K | $119.41M | 37.8% | −8.0K | Reduced |
| 2 | Rhythm Pharmaceuticals Inc | 992.2K | $106.21M | 33.6% | +228.5K | Added |
| 3 | Disc Medicine Inc | 453.0K | $35.97M | 11.4% | +23.0K | Added |
| 4 | Revolution Medicines Inc |
| 370.0K |
| $29.47M |
| 9.3% |
| −122.3K |
| Reduced |
| 5 | Corcept Therapeutics Inc | 401.4K | $13.97M | 4.4% | +9.1K | Added |
| 6 | Cytokinetics Inc | 166.8K | $10.60M | 3.4% | +129.2K | Added |