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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 | $40.0M | 23.1%Prev: 10.8% | 2,120,508 SH | Increased+855,225 SH |
| BIOAGE LABS INC | COM | $3.8M | 2.2%Prev: 5.2% | 653,374 SH | Decreased |
| BOLT BIOTHERAPEUTICS INC | COM NEW | $503K | 0.3% | 94,573 SH | New |
| IMMUNOME INC | COM | $5.9M | 3.4%Prev: 5.0% | 502,512 SH | Decreased-230,000 SH |
| OCULIS HOLDING AG | ORDINARY SHARES | $40.4M | 23.4%Prev: 6.8% | 2,300,774 SH | Increased+794,524 SH |
| RALLYBIO CORP | COM | $1.2M | 0.7%Prev: 1.6% | 2,404,644 SH | Decreased+2,104,065 SH |
| RECURSION PHARMACEUTICALS IN | CL A | $2.9M | 1.7%Prev: 0.7% | 595,518 SH | Increased |
| TREVI THERAPEUTICS INC | COM | $11.5M | 6.6%Prev: 10.6% | 1,256,782 SH | Decreased-485,890 SH |
| VAXCYTE INC | COM | $49.4M | 28.6%Prev: 26.9% | 1,372,425 SH | Decreased-53,045 SH |
| ZENAS BIOPHARMA INC | COM | $17.3M | 10.0%Prev: 4.0% | 779,045 SH | Increased+288,279 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 |