San Diego, CACIK 20182997 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
45 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tango Therapeutics Inc | 10.88M | $96.36M | 21.1% | +1.10M | Added |
| 2 | Revolution Medicines Inc | 400.0K | $31.86M | 7.0% | 0 | Held |
| 3 | Kodiak Sciences Inc | 1.14M | $31.76M | 7.0% | +386.0K | Added |
| 4 | Kymera Therapeutics Inc |
| 329.1K |
| $25.61M |
| 5.6% |
| +10.0K |
| Added |
| 5 | Celcuity Inc | 225.0K | $22.44M | 4.9% | +135.0K | Added |
| 6 | Abivax SA | 125.0K | $16.86M | 3.7% | +5.0K | Added |
| 7 | Ptc Therapeutics Inc | 200.0K | $15.19M | 3.3% | 0 | Held |
| 8 | Terns Pharmaceuticals Inc | 375.0K | $15.15M | 3.3% | +375.0K | New |
| 9 | Protagonist Therapeutics Inc | 170.0K | $14.85M | 3.2% | +60.0K | Added |
| 10 | Praxis Precision Medicines I | 46.5K | $13.69M | 3.0% | +46.5K | New |
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