Morristown, NJCIK 20261724 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
73 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Terns Pharmaceuticals Inc | 345.9K | $13.97M | 8.3% | +22.7K | Added |
| 2 | Johnson & Johnson | 66.4K | $13.75M | 8.2% | +66.4K | New |
| 3 | Viking Therapeutics Inc | 336.8K | $11.85M | 7.1% | +143.2K | Added |
| 4 | Abivax SA |
| 75.6K |
| $10.20M |
| 6.1% |
| +34.0K |
| Added |
| 5 | Biomarin Pharmaceutical Inc | 146.4K | $8.70M | 5.2% | −66.5K | Reduced |
| 6 | Regeneron Pharmaceuticals | 10.3K | $7.95M | 4.7% | −19.9K | Reduced |
| 7 | Bridgebio Pharma Inc | 70.0K | $5.35M | 3.2% | +70.0K | New |
| 8 | United Therapeutics Corp Del | 10.0K | $4.87M | 2.9% | +10.0K | New |
| 9 | Cogent Biosciences Inc | 131.9K | $4.68M | 2.8% | +34.0K | Added |
| 10 | Capricor Therapeutics Inc | 158.1K | $4.56M | 2.7% | +158.1K | New |
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