New York, NYCIK 20522131 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
34 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cogent Biosciences Inc | 1.17M | $41.58M | 12.3% | +1.17M | New Position |
| 2 | Syndax Pharmaceuticals Inc | 1.85M | $38.97M | 11.5% | +1.85M | New Position |
| 3 | Viridian Therapeutics Inc | 858.6K | $26.72M | 7.9% | +858.6K | New Position |
| 4 |
| Vera Therapeutics Inc |
| 482.5K |
| $24.43M |
| 7.2% |
| +482.5K |
| New Position |
| 5 | Celldex Therapeutics Inc New | 865.0K | $23.49M | 6.9% | +865.0K | New Position |
| 6 | Cg Oncology Inc | 492.5K | $20.45M | 6.0% | +492.5K | New Position |
| 7 | Biocryst Pharmaceuticals Inc | 2.15M | $16.77M | 4.9% | +2.15M | New Position |
| 8 | Vaxcyte Inc | 291.5K | $13.45M | 4.0% | +291.5K | New Position |
| 9 | Beam Therapeutics Inc | 476.3K | $13.20M | 3.9% | +476.3K | New Position |
| 10 | Pharvaris N V | 475.8K | $13.20M | 3.9% | +475.8K | New Position |
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