New York, NYCIK 20501941 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
27 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cidara Therapeutics Inc | 232.3K | $51.31M | 17.0% | +232.3K | New Position |
| 2 | Relay Therapeutics Inc | 2.98M | $25.25M | 8.3% | +2.98M | New Position |
| 3 | Lb Pharmaceuticals Inc | 1.01M | $22.38M | 7.4% | +1.01M | New Position |
| 4 |
| Relmada Therapeutics Inc |
| 4.09M |
| $19.74M |
| 6.5% |
| +4.09M |
| New Position |
| 5 | Vaxcyte Inc | 400.4K | $18.47M | 6.1% | +400.4K | New Position |
| 6 | Kiniksa Pharmaceuticals Intl | 435.0K | $17.94M | 5.9% | +435.0K | New Position |
| 7 | Eyepoint Pharmaceuticals Inc | 981.5K | $17.93M | 5.9% | +981.5K | New Position |
| 8 | Savara Inc | 2.41M | $14.54M | 4.8% | +2.41M | New Position |
| 9 | Erasca Inc | 3.89M | $14.47M | 4.8% | +3.89M | New Position |
| 10 | Dianthus Therapeutics Inc | 297.4K | $12.26M | 4.0% | +297.4K | New Position |
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