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CIK 0001782539 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACADIA PHARMACEUTICALS INC | COM | $2.8M | 2.5%Prev: 3.7% | 102,984 SH | Increased |
| ARGENX SE | SPONSORED ADR | $2.4M | 2.1%Prev: 3.5% | 2,800 SH | Increased |
| ASCENDIS PHARMA A/S | SPONSORED ADR | $2.9M | 2.6%Prev: 4.5% | 13,600 SH | Increased |
| BEONE MEDICINES LTD | SPONSORED ADS | $4.8M | 4.3%Prev: 9.0% | 15,722 SH | Decreased |
| BICYCLE THERAPEUTICS PLC | SPONSORED ADS | $488K | 0.4%Prev: 0.9% | 68,943 SH | Decreased |
| BOLT BIOTHERAPEUTICS INC | COM NEW | $319K | 0.3%Prev: 0.5% | 58,347 SH | Increased |
| BOLT PROJS HLDGS INC | COM NEW | $32K | 0.0%Prev: 0.3% | 40,597 SH | Decreased |
| CYBIN INC | COM NEW | $3.8M | 3.4% | 460,000 SH | New |
| ENTRADA THERAPEUTICS INC | COM | $505K | 0.5%Prev: 0.5% | 49,082 SH | Increased |
| EVOMMUNE INC | COM SHS | $24.7M | 22.1% | 1,441,032 SH | New |
| HARMONY BIOSCIENCES HLDGS IN | COM | $1.0M | 0.9%Prev: 1.3% | 27,049 SH | Increased |
| INCYTE CORP | COM | $5.8M | 5.2%Prev: 8.4% | 59,022 SH | Increased |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $793K | 0.7%Prev: 1.7% | 15,968 SH | Decreased |
| ISHARES ETHEREUM TR | SHS | $1.1M | 1.0%Prev: 2.7% | 50,549 SH | Decreased |
| KYMERA THERAPEUTICS INC | COM | $2.4M | 2.2%Prev: 2.9% | 30,875 SH | Increased |
| LB PHARMACEUTICALS INC | COM SHS | $6.7M | 6.0%Prev: 7.9% | 300,000 SH | Increased |
| MADRIGAL PHARMACEUTICALS INC | COM | $6.9M | 6.2%Prev: 9.1% | 11,872 SH | Increased |
| MAPLIGHT THERAPEUTICS INC | COM | $17.1M | 15.3% | 971,253 SH | New |
| OCULIS HOLDING AG | ORDINARY SHARES | $10.3M | 9.2%Prev: 15.2% | 514,702 SH | Increased |
| PROCORE TECHNOLOGIES INC | COM | $3.9M | 3.5% | 53,299 SH | New |
| RANI THERAPEUTICS HLDGS INC | COM CL A | $666K | 0.6%Prev: 0.4% | 493,584 SH | Increased |
| RECURSION PHARMACEUTICALS IN | CL A | $2.4M | 2.2%Prev: 4.9% | 595,287 SH | Decreased |
| REPLIMUNE GROUP INC | COM | $619K | 0.6%Prev: 0.4% | 63,719 SH | Increased |
| REVOLUTION MEDICINES INC | COM | $1.5M | 1.4%Prev: 1.5% | 19,253 SH | Increased |
| RHYTHM PHARMACEUTICALS INC | COM | $5.3M | 4.7%Prev: 8.3% | 49,120 SH | Increased |
| ROCKET LAB CORP | COM | $267K | 0.2%Prev: 2.4% | 3,824 SH | Decreased-25,716 SH |
| STANDARD BIOTOOLS INC | COM | $2.4M | 2.2%Prev: 4.1% | 1,883,179 SH | Decreased |
| 13F-HR |
| 0001012975-26-000761 |
| $131.5M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001012975-25-000440 | $63.4M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001012975-26-000423 | $121.3M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001012975-25-000235 | $122.6M | View |