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CIK 0002050194 • 3 13F filings • Feb 13, 2026 – Aug 13, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABIVAX SA | SPONSORED ADS | $6.6M | 2.2% | 49,119 SH | New |
| ALECTOR INC | COM | $1.7M | 0.6%Prev: 0.8% | 1,117,986 SH | Decreased-983,082 SH |
| ALTO NEUROSCIENCE INC | COM SHS | $4.0M | 1.3%Prev: 7.0% | 222,844 SH | Decreased-1,130,203 SH |
| ATHIRA PHARMA INC | COM | $3.0M | 1.0% | 393,701 SH | New |
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS | $2.0M | 0.6% | 77,997 SH | New |
| CENTURY THERAPEUTICS INC | COM | $1.4M | 0.5%Prev: 2.0% | 1,421,532 SH | Decreased-2,637,522 SH |
| CIDARA THERAPEUTICS INC | COM NEW | $51.3M | 17.0% | 232,269 SH | New |
| CYBIN INC | COM NEW | $6.3M | 2.1% | 770,000 SH | New |
| DIANTHUS THERAPEUTICS INC | COM | $12.3M | 4.0%Prev: 6.8% | 297,437 SH | Decreased-57,379 SH |
| ENANTA PHARMACEUTICALS INC | COM | $6.1M | 2.0%Prev: 3.1% | 389,687 SH | Decreased-699,044 SH |
| ENLIVEN THERAPEUTICS INC | COM | $6.9M | 2.3%Prev: 3.3% | 446,084 SH | Decreased+117,078 SH |
| ERASCA INC | COM | $14.5M | 4.8%Prev: 1.5% | 3,889,632 SH | Increased+3,467,089 SH |
| EYEPOINT INC | COM NEW | $17.9M | 5.9% | 981,543 SH | New |
| INHIBIKASE THERAPEUTICS INC | COM NEW | $7.3M | 2.4%Prev: 1.4% | 3,581,603 SH | Increased |
| KALVISTA PHARMACEUTICALS INC | COM | $6.3M | 2.1% | 387,968 SH | New |
| KINIKSA PHARMACEUTICALS INTL | ORD SHS CL A | $17.9M | 5.9%Prev: 11.5% | 434,982 SH | Decreased-483,088 SH |
| LB PHARMACEUTICALS INC | COM SHS | $22.4M | 7.4%Prev: 8.8% | 1,005,593 SH | Decreased-370,566 SH |
| LEXEO THERAPEUTICS INC | COM | $1.7M | 0.6%Prev: 0.8% | 175,000 SH | Decreased-753,593 SH |
| MINERVA NEUROSCIENCES INC | COM NEW | $6.7M | 2.2%Prev: 1.8% | 1,655,500 SH | Decreased |
| OCULAR THERAPEUTIX INC | COM | $9.5M | 3.1% | 783,999 SH | New |
| RELAY THERAPEUTICS INC | COM | $25.2M | 8.3%Prev: 11.0% | 2,984,125 SH | Decreased |
| RELMADA THERAPEUTICS INC | COM | $19.7M | 6.5%Prev: 8.7% | 4,086,181 SH | Decreased-2,305,147 SH |
| SAB BIOTHERAPEUTICS INC | COM NEW | $8.2M | 2.7%Prev: 1.7% | 2,198,502 SH | Decreased |
| SAVARA INC | COM | $14.5M | 4.8%Prev: 4.2% | 2,411,093 SH | Decreased-1,041,483 SH |
| SURROZEN INC | COM NEW | $9.8M | 3.2%Prev: 2.2% | 432,040 SH | Decreased |
| SUTRO BIOPHARMA INC | COM SHS | $875K | 0.3% | 75,594 SH | New |
| VAXCYTE INC | COM | $18.5M | 6.1%Prev: 3.5% | 400,360 SH | Increased+94,313 SH |
| 13F-HR |
| 0002050194-26-000004 |
| $415.9M |
| View |