Menlo Park, CACIK 20108504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
19 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cg Oncology Inc | 6.37M | $264.55M | 35.6% | 0 | Held |
| 2 | Nuvation Bio Inc | 25.95M | $232.55M | 31.3% | 0 | Held |
| 3 | Upstream Bio Inc | 3.14M | $85.33M | 11.5% | −142.2K | Reduced |
| 4 | Aardvark Therapeutics Inc |
| 3.92M |
| $51.41M |
| 6.9% |
| 0 |
| Held |
| 5 | Lyell Immunopharma Inc | 692.0K | $21.30M | 2.9% | +96.6K | Added |
| 6 | Newamsterdam Pharma Company | 592.1K | $20.77M | 2.8% | −65.0K | Reduced |
| 7 | Revolution Medicines Inc | 200.0K | $15.93M | 2.1% | −10.0K | Reduced |
| 8 | Arcus Biosciences Inc | 541.6K | $12.91M | 1.7% | −6.0K | Reduced |
| 9 | Aclaris Therapeutics Inc | 4.04M | $12.17M | 1.6% | 0 | Held |
| 10 | Equillium Inc | 4.45M | $6.89M | 0.9% | 0 | Held |
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