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CIK 0001766721 • 6 13F filings • May 13, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Aclaris Therapeutics Inc (ACRS) | COM | $1.3M | 0.3%Prev: 0.2% | 434,455 SH | Increased |
| Bicara Therapeutics Inc. (BCAX) | COM | $9.6M | 2.0%Prev: 2.0% | 568,919 SH | Increased |
| Biomea Fusion Inc (BMEA) | COM | $2.5M | 0.5%Prev: 0.9% | 2,048,757 SH | Decreased |
| BridgeBio Oncology Therapeutics (BBOT) | COM NEW | $7.1M | 1.5%Prev: 1.4% | 564,625 SH | Increased |
| BridgeBio Pharma Inc. (BBIO) | COM | $389.3M | 81.3%Prev: 69.3% | 5,089,611 SH | Increased-1,000,000 SH |
| CalciMedica, Inc. (CALC) | COM NEW | $3.4M | 0.7%Prev: 0.4% | 521,114 SH | Increased |
| Compass Pathways Plc (CMPS) | SPONSORED ADS | $8.3M | 1.7%Prev: 1.5% | 1,198,418 SH | Increased |
| Marker Therapeutics, Inc. (MRKR) | COM NEW | $485K | 0.1%Prev: 0.1% | 325,370 SH | Increased |
| Monte Rosa Therapeutics Inc (GLUE) | COM | $23.1M | 4.8%Prev: 2.4% | 1,472,331 SH | Increased |
| OnKure Therapeutics, Inc. (OKUR) | COM CL A | $257K | 0.1%Prev: 0.1% | 88,607 SH | Increased |
| Scholar Rock Holding Corporation (SRRK) | COM | $3.4M | 0.7%Prev: 0.6% | 77,031 SH | Increased |
| Syndax Pharmaceuticals, Inc. (SNDX) | COM | $27.7M | 5.8%Prev: 4.4% | 1,316,806 SH | Increased |
| Urogen Pharma Ltd. (URGN) | COM | $2.5M | 0.5% | 108,000 SH | New |
| 13F-HR |
| 0001766721-26-000003 |
| $471.6M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001766721-25-000004 | $359.7M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001766721-26-000002 | $476.3M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001766721-25-000003 | $288.5M | View |