Dallas, TXCIK 20434764 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Adma Biologics Inc | 2.46M | $44.83M | 33.2% | +45.0K | Added |
| 2 | Cellectis S A | 3.28M | $15.88M | 11.8% | 0 | Held |
| 3 | Palisade Bio Inc | 4.50M | $10.57M | 7.8% | +4.50M | New |
| 4 | Taysha Gene Therapies Inc |
| 1.80M |
| $9.90M |
| 7.3% |
| 0 |
| Held |
| 5 | Praxis Precision Medicines I | 33.2K | $9.80M | 7.3% | +1.7K | Added |
| 6 | Sight Sciences Inc | 920.0K | $7.30M | 5.4% | −10.0K | Reduced |
| 7 | Zai Lab Ltd | 400.0K | $7.06M | 5.2% | 0 | Held |
| 8 | Structure Therapeutics Inc | 90.0K | $6.26M | 4.6% | +90.0K | New |
| 9 | Assembly Biosciences Inc | 175.7K | $5.98M | 4.4% | 0 | Held |
| 10 | Iovance Biotherapeutics Inc | 1.50M | $4.09M | 3.0% | 0 | Held |
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