Menlo Park, CACIK 20381581 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
23 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Terns Pharmaceuticals Inc | 551.2K | $22.27M | 13.1% | +551.2K | New Position |
| 2 | Protagonist Therapeutics Inc | 229.6K | $20.05M | 11.8% | +229.6K | New Position |
| 3 | Vor Biopharma Inc | 1000.0K | $13.08M | 7.7% | +1000.0K | New Position |
| 4 |
| Zenas Biopharma Inc |
| 322.0K |
| $11.69M |
| 6.9% |
| +322.0K |
| New Position |
| 5 | Shattuck Labs Inc | 3.15M | $11.50M | 6.7% | +3.15M | New Position |
| 6 | Verastem Inc | 1.31M | $10.09M | 5.9% | +1.31M | New Position |
| 7 | Palvella Therapeutics Inc Ne | 82.7K | $8.65M | 5.1% | +82.7K | New Position |
| 8 | Xenon Pharmaceuticals Inc | 183.7K | $8.23M | 4.8% | +183.7K | New Position |
| 9 | Rhythm Pharmaceuticals Inc | 67.6K | $7.23M | 4.2% | +67.6K | New Position |
| 10 | Structure Therapeutics Inc | 94.4K | $6.57M | 3.9% | +94.4K | New Position |
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