New York, NYCIK 20052455 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
113 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Scholar Rock Hldg Corp | 10.83M | $476.84M | 14.2% | +1.58M | Added |
| 2 | Kymera Therapeutics Inc | 3.29M | $255.75M | 7.6% | −141.3K | Reduced |
| 3 | Beone Medicines Ltd | 500.0K | $151.91M | 4.5% | +7.0K | Added |
| 4 | Edgewise Therapeutics Inc |
| 4.53M |
| $112.41M |
| 3.4% |
| +632.9K |
| Added |
| 5 | Revolution Medicines Inc | 1.34M | $106.34M | 3.2% | +291.4K | Added |
| 6 | Centessa Pharmaceuticals PLC | 4.03M | $100.73M | 3.0% | +800.0K | Added |
| 7 | Arrowhead Pharmaceuticals In | 1.50M | $99.62M | 3.0% | −1.17M | Reduced |
| 8 | Bicara Therapeutics Inc | 5.22M | $87.80M | 2.6% | 0 | Held |
| 9 | Olema Pharmaceuticals Inc | 3.30M | $82.52M | 2.5% | +3.30M | New |
| 10 | Disc Medicine Inc | 988.4K | $78.49M | 2.3% | +75.0K | Added |
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