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CIK 0001776382 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALUMIS INC | COM | $18.4M | 10.4%Prev: 24.5% | 4,619,803 SH | Decreased+91,395 SH |
| ALX ONCOLOGY HLDGS INC | COM | $17.8M | 10.1%Prev: 5.1% | 9,699,925 SH | Decreased-3,184,713 SH |
| ARTIVA BIOTHERAPEUTICS INC | COM | $3.3M | 1.9% | 1,148,975 SH | New |
| HARMONY BIOSCIENCES HLDGS IN | COM | $13.5M | 7.6%Prev: 3.3% | 489,194 SH | Decreased+17,000 SH |
| LYELL IMMUNOPHARMA INC | COM NEW | $7.7M | 4.4%Prev: 0.9% | 473,479 SH | Increased+135,782 SH |
| PHARVARIS N V | COM | $115.8M | 65.6%Prev: 30.9% | 4,639,304 SH | Decreased-4,126 SH |
| 13F-HR |
| 0000905148-26-003741 |
| $519.4M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000905148-25-002929 | $114.8M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000905148-26-002409 | $280.6M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000905148-25-001748 | $123.6M | View |