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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 | COM | $32.1M | 29.3% | 2,145,145 SH | New |
| CAREDX INC | COM | $7.4M | 6.8%Prev: 21.4% | 510,000 SH | Decreased-680,000 SH |
| GUARDANT HEALTH INC | COM | $25.3M | 23.1%Prev: 10.8% | 405,647 SH | Increased+290,900 SH |
| NATERA INC | COM | $22.8M | 20.8%Prev: 5.9% | 141,494 SH | Increased+107,000 SH |
| PERSONALIS INC | COM | $10.9M | 10.0%Prev: 14.1% | 1,676,300 SH | Decreased |
| QUANTERIX CORP | COM | $5.2M | 4.7%Prev: 9.5% | 957,747 SH | Decreased-2,516,455 SH |
| TEMPUS AI INC | COM | $5.8M | 5.3% | 72,412 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 |