Del Mar, CACIK 19934404 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
33 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Abivax SA | 381.2K | $51.41M | 5.9% | +89.4K | Added |
| 2 | Revolution Medicines Inc | 638.4K | $50.85M | 5.8% | −4.7K | Reduced |
| 3 | Insmed Inc | 264.3K | $46.00M | 5.3% | −55.5K | Reduced |
| 4 | Bridgebio Pharma Inc |
| 595.5K |
| $45.55M |
| 5.2% |
| +5.7K |
| Added |
| 5 | Mirum Pharmaceuticals Inc | 481.6K | $38.04M | 4.3% | −89.0K | Reduced |
| 6 | Axsome Therapeutics Inc | 206.9K | $37.79M | 4.3% | +54.3K | Added |
| 7 | Nuvalent Inc | 368.7K | $37.09M | 4.2% | −26.1K | Reduced |
| 8 | Xenon Pharmaceuticals Inc | 799.7K | $35.84M | 4.1% | 0 | Held |
| 9 | Apogee Therapeutics Inc | 474.8K | $35.84M | 4.1% | +72.0K | Added |
| 10 | Terns Pharmaceuticals Inc | 872.0K | $35.23M | 4.0% | +872.0K | New |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio