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CIK 0001822947 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ATYR PHARMA INC | COM NEW | $1.5M | 1.2% | 287,720 SH | New |
| AVIDITY BIOSCIENCES INC | COM | $3.8M | 3.1% | 132,744 SH | New |
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS | $3.9M | 3.2% | 293,986 SH | New |
| COMPASS PATHWAYS PLC | SPONSORED ADS | $4.2M | 3.5%Prev: 4.7% | 1,485,000 SH | Decreased+440,000 SH |
| ENLIVEN THERAPEUTICS INC | COM | $5.6M | 4.7% | 281,394 SH | New |
| GERON CORP | COM | $4.6M | 3.8% | 3,251,475 SH | New |
| INSMED INC | COM PAR $.01 | $4.8M | 4.0% | 47,710 SH | New |
| KORRO BIO INC | COM | $1.9M | 1.6% | 154,223 SH | New |
| LENZ THERAPEUTICS INC | COM | $10.1M | 8.4% | 343,322 SH | New |
| LEXEO THERAPEUTICS INC | COM | $3.5M | 2.9% | 867,302 SH | New |
| MERUS N V | COM | $7.4M | 6.1% | 140,208 SH | New |
| MIND MEDICINE MINDMED INC | COM NEW | $4.7M | 3.9% | 726,172 SH | New |
| MONOPAR THERAPEUTICS INC | COM NEW | $1.2M | 1.0% | 34,537 SH | New |
| ORIC PHARMACEUTICALS INC | COM | $4.9M | 4.1% | 485,629 SH | New |
| PRAXIS PRECISION MEDICINES I | COM NEW | $3.4M | 2.8%Prev: 8.5% | 80,880 SH | Decreased+48,070 SH |
| PROMIS NEUROSCIENCES INC | COM NEW | $646K | 0.5% | 1,334,428 SH | New |
| REPLIMUNE GROUP INC | COM | $4.9M | 4.1%Prev: 1.5% | 528,491 SH | Increased+281,591 SH |
| SOLENO THERAPEUTICS INC | COM | $15.0M | 12.5%Prev: 10.8% | 178,819 SH | Increased-221,181 SH |
| SOLID BIOSCIENCES INC | COM NEW | $3.5M | 2.9%Prev: 4.5% | 724,000 SH | Decreased-42,974 SH |
| TARSUS PHARMACEUTICALS INC | COM | $4.9M | 4.1%Prev: 4.6% | 121,182 SH | Decreased+40,323 SH |
| TECTONIC THERAPEUTIC INC | COM | $3.3M | 2.7% | 163,683 SH | New |
| ULTRAGENYX PHARMACEUTICAL IN | CALL | $5.8M | 4.8% | 1,600 SH | New |
| VERONA PHARMA PLC | SPONSORED ADS | $15.2M | 12.6% | 160,701 SH | New |
| WHITEHAWK THERAPEUTICS INC | COM | $1.5M | 1.3%Prev: 2.3% | 817,939 SH | Decreased |
| 13F-HR |
| 0001193125-26-352338 |
| $113.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000950123-25-008419 | $120.2M | View |
| May 18, 2026 | Q1 2026 | 13F-HR | 0001193125-26-227559 | $123.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000950123-25-005586 | $110.9M | View |