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CIK 0001789778 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADAPTIVE BIOTECHNOLOGIES COR | COM | $28.7M | 18.0% | 1,765,145 SH | New |
| CAREDX INC | COM | $9.6M | 6.0%Prev: 6.8% | 510,000 SH | Increased |
| GRAIL INC | COM | $8.5M | 5.3% | 99,000 SH | New |
| GUARDANT HEALTH INC | COM | $36.3M | 22.8%Prev: 23.1% | 355,047 SH | Increased-50,600 SH |
| NATERA INC | COM | $32.4M | 20.3%Prev: 20.8% | 141,494 SH | Increased |
| PERSONALIS INC | COM | $13.3M | 8.4%Prev: 10.0% | 1,676,300 SH | Increased |
| QUANTERIX CORP | COM | $13.3M | 8.4%Prev: 4.7% | 2,092,147 SH | Increased+1,134,400 SH |
| TEMPUS AI INC | CL A | $5.1M | 3.2% | 86,412 SH | New |
| TWIST BIOSCIENCE CORP | COM | $12.1M | 7.6% | 383,000 SH | New |
| 13F-HR |
| 0001420506-26-001647 |
| $158.8M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-002029 | $126.3M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001420506-26-001003 | $124.7M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001188 | $100.9M | View |