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CIK 0001792206 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALUMIS INC. | COM | $56.4M | 34.3%Prev: 21.2% | 5,779,348 SH | Increased |
| CG Oncology, Inc. | COM | $41.7M | 25.4%Prev: 37.2% | 1,004,050 SH | Increased |
| Disc Medicine, Inc. | COM | $23.7M | 14.4%Prev: 18.2% | 299,069 SH | Increased |
| Hims & Hers Health, Inc. | COM CL A | $8.9M | 5.4%Prev: 14.2% | 273,151 SH | Decreased |
| Lyell Immunopharma, Inc. | COM | $14.7M | 8.9%Prev: 7.1% | 477,078 SH | Increased |
| Maze Therapeutics, Inc. | COM | $3.6M | 2.2%Prev: 2.1% | 86,291 SH | Increased |
| Natera, Inc. | COM | $15.4M | 9.4% | 67,356 SH | New |
| 13F-HR |
| 0001104659-26-097121 |
| $362.2M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001104659-25-076820 | $80.7M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001104659-26-062464 | $271.0M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001104659-25-049396 | $87.6M | View |