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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 | $24.6M | 15.5% | 642,000 SH | New |
| ADAPTIVE BIOTECHNOLOGIES COR | COM | $21.7M | 13.6%Prev: 19.8% | 1,010,145 SH | Decreased-1,135,000 SH |
| BILLIONTOONE INC | CL A | $8.4M | 5.3% | 70,000 SH | New |
| CAREDX INC | COM | $33.9M | 21.4%Prev: 11.2% | 1,190,000 SH | Increased+465,986 SH |
| GUARDANT HEALTH INC | COM | $17.2M | 10.8%Prev: 18.1% | 114,747 SH | Decreased-324,300 SH |
| NATERA INC | COM | $9.4M | 5.9%Prev: 22.3% | 34,494 SH | Decreased-132,000 SH |
| PERSONALIS INC | COM | $22.5M | 14.1%Prev: 8.7% | 1,676,300 SH | Increased |
| QUANTERIX CORP | COM | $15.0M | 9.5%Prev: 5.0% | 3,474,202 SH | Increased+2,516,455 SH |
| TEMPUS AI INC | CL A | $6.1M | 3.8% | 105,412 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 |