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CIK 0001704132 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Alector, Inc. | COM | $6.1M | 2.6% | 3,887,200 SH | New |
| CYTOKINETICS INC | COM | $29.1M | 12.7%Prev: 13.8% | 458,295 SH | Increased |
| Lyell Immunopharma, Inc. | COM | $24.6M | 10.7%Prev: 7.1% | 800,399 SH | Increased |
| Maze Therapeutics, Inc. | COM | $21.7M | 9.4%Prev: 7.4% | 522,657 SH | Increased |
| Pharvaris N.V. | COM | $132.6M | 57.7%Prev: 65.3% | 4,778,581 SH | Increased |
| Relay Therapeutics, Inc. | COM | $8.5M | 3.7%Prev: 2.9% | 1,000,000 SH | Increased |
| Xenon Pharmaceuticals Inc. | COM | $7.2M | 3.1%Prev: 3.5% | 160,000 SH | Increased |
| 13F-HR |
| 0001104659-26-097103 |
| $290.2M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001104659-25-076815 | $123.8M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001104659-26-062462 | $237.1M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001104659-25-049390 | $111.1M | View |