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CIK 0002013341 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AGIOS PHARMACEUTICALS, INC. | COM | $14.4M | 4.4% | 530,000 SH | New |
| ALUMIS INC. | COM | $41.5M | 12.5%Prev: 6.5% | 4,247,670 SH | Increased |
| Atai Beckley N.V. | SHS | $11.2M | 3.4% | 2,750,000 SH | New |
| Centessa Pharmaceuticals plc | SPONSORED ADS | $34.1M | 10.3%Prev: 12.3% | 1,364,019 SH | Increased+50,000 SH |
| CG Oncology, Inc. | COM | $92.2M | 27.9%Prev: 34.6% | 2,221,474 SH | Increased |
| Corvus Pharmaceuticals, Inc. | COM | $10.6M | 3.2%Prev: 4.9% | 1,381,233 SH | Decreased-350,000 SH |
| Denali Therapeutics Inc. | COM | $16.5M | 5.0%Prev: 5.6% | 1,000,000 SH | Increased |
| Hinge Health, Inc. | CL A | $6.3M | 1.9%Prev: 2.6% | 135,000 SH | Decreased |
| Kymera Therapeutics, Inc. | COM | $11.4M | 3.4%Prev: 3.2% | 146,332 SH | Increased |
| Natera, Inc. | COM | $15.4M | 4.7% | 67,356 SH | New |
| RAPT Therapeutics, Inc. | COM | $52.9M | 16.0%Prev: 15.6% | 1,562,500 SH | Increased |
| Verastem, Inc. | COM | $24.2M | 7.3%Prev: 8.9% | 3,135,120 SH | Increased+520,000 SH |
| 13F-HR |
| 0001104659-26-097133 |
| $642.6M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001104659-25-076821 | $177.9M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001104659-26-062467 | $460.3M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001104659-25-049404 | $182.5M | View |