Emeryville, CACIK 20885571 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
33 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pfizer Inc | 2.20M | $54.87M | 7.4% | +2.20M | New Position |
| 2 | Abbvie Inc | 227.7K | $52.02M | 7.1% | +227.7K | New Position |
| 3 | Novartis AG | 362.8K | $50.02M | 6.8% | +362.8K | New Position |
| 4 | Icu Med Inc |
| 340.7K |
| $48.61M |
| 6.6% |
| +340.7K |
| New Position |
| 5 | Pacs Group Inc | 1.15M | $43.98M | 6.0% | +1.15M | New Position |
| 6 | Eli Lilly & Co | 31.9K | $34.34M | 4.7% | +31.9K | New Position |
| 7 | Steris PLC | 135.3K | $34.30M | 4.6% | +135.3K | New Position |
| 8 | Olema Pharmaceuticals Inc | 1.23M | $30.87M | 4.2% | +1.23M | New Position |
| 9 | Revolution Medicines Inc | 363.5K | $28.95M | 3.9% | +363.5K | New Position |
| 10 | Biogen Inc | 162.0K | $28.51M | 3.9% | +162.0K | New Position |
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