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CIK 0001789778 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 10X GENOMICS INC | CL A COM | $23.1M | 18.6% | 1,090,000 SH | New |
| ADAPTIVE BIOTECHNOLOGIES COR | COM | $14.0M | 11.2%Prev: 15.8% | 1,010,145 SH | Decreased-1,135,000 SH |
| BILLIONTOONE INC | CL A | $1.6M | 1.3% | 20,000 SH | New |
| CAREDX INC | COM | $16.2M | 13.0%Prev: 12.7% | 935,000 SH | Increased+210,986 SH |
| GUARDANT HEALTH INC | COM | $22.4M | 17.9%Prev: 29.3% | 242,247 SH | Decreased-451,800 SH |
| NATERA INC | COM | $9.0M | 7.2%Prev: 29.2% | 44,794 SH | Decreased-163,700 SH |
| PERSONALIS INC | COM | $10.7M | 8.6%Prev: 4.1% | 1,676,300 SH | Increased+500,900 SH |
| QUANTERIX CORP | COM | $7.5M | 6.0%Prev: 2.4% | 2,142,147 SH | Increased+1,769,972 SH |
| TEMPUS AI INC | CL A | $7.1M | 5.7% | 156,412 SH | New |
| TWIST BIOSCIENCE CORP | COM | $13.1M | 10.5% | 276,000 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 |