San Francisco, CACIK 90966125 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
145 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Revolution Medicines Inc | 14.58M | $1.16B | 6.7% | −42.9K | Reduced |
| 2 | Microsoft Corp | 2.21M | $1.07B | 6.2% | +300.9K | Added |
| 3 | Amazon Com Inc | 4.50M | $1.04B | 6.0% | +994.2K | Added |
| 4 | Aon PLC |
| 2.67M |
| $940.51M |
| 5.4% |
| +387.2K |
| Added |
| 5 | Natera Inc | 3.91M | $896.74M | 5.2% | −339.1K | Reduced |
| 6 | Boston Scientific Corp | 7.44M | $709.36M | 4.1% | +2.69M | Added |
| 7 | Exelixis Inc | 15.71M | $688.55M | 4.0% | −3.79M | Reduced |
| 8 | Bridgebio Pharma Inc | 9.00M | $688.29M | 4.0% | +806.5K | Added |
| 9 | Protagonist Therapeutics Inc | 6.14M | $536.62M | 3.1% | −52.0K | Reduced |
| 10 | Wabtec | 2.48M | $528.50M | 3.1% | +270.9K | Added |
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