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CIK 0001844645 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ARCUTIS BIOTHERAPEUTICS INC | COM | $29.7M | 18.4%Prev: 11.4% | 2,120,508 SH | Decreased+764,616 SH |
| BIOAGE LABS INC | COM | $2.7M | 1.7%Prev: 4.1% | 653,374 SH | Decreased |
| BOLT BIOTHERAPEUTICS INC | COM NEW | $546K | 0.3%Prev: 0.1% | 94,573 SH | Increased+51,992 SH |
| INOZYME PHARMA INC | COM | $18.0M | 11.1% | 4,494,851 SH | New |
| IO BIOTECH INC | COM | $1.2M | 0.7% | 864,197 SH | New |
| OCULIS HOLDING AG | ORDINARY SHARES | $44.7M | 27.7%Prev: 16.0% | 2,300,774 SH | Decreased+620,491 SH |
| RALLYBIO CORP | COM | $813K | 0.5%Prev: 1.0% | 2,404,644 SH | Decreased+2,104,065 SH |
| RECURSION PHARMACEUTICALS IN | CL A | $3.0M | 1.9%Prev: 0.7% | 595,518 SH | Increased |
| TREVI THERAPEUTICS INC | COM | $6.3M | 3.9%Prev: 6.6% | 1,146,110 SH | Decreased-407,616 SH |
| VAXCYTE INC | COM | $42.4M | 26.3%Prev: 28.5% | 1,305,125 SH | Decreased-67,300 SH |
| VIGIL NEUROSCIENCE INC | COM | $4.5M | 2.8% | 560,595 SH | New |
| ZENAS BIOPHARMA INC | COM | $7.5M | 4.7%Prev: 4.1% | 779,045 SH | Decreased+187,054 SH |
| Q2 2026 |
| 13F-HR |
| 0001012975-26-000759 |
| $307.8M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001012975-25-000438 | $161.3M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001012975-26-000421 | $279.8M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001012975-25-000233 | $123.6M | View |