Q4 2025 Holdings
Filed 2026-02-17 | 6 holdings | $216.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pharvaris N V(PHVS) | COM | N69605108 | $128.7M | 4,639,304 | 59.5% |
| Alumis Inc(ALMS) | COM | 022307102 | $45.1M | 4,619,803 | 20.8% |
| Harmony Biosciences Hldgs in(HRMY) | COM | 413197104 | $18.3M | 489,194 | 8.5% |
| ALX Oncology Hldgs Inc(ALXO) | COM | 00166B105 | $11.0M | 9,699,925 | 5.1% |
| Lyell Immunopharma Inc(LYEL) | COM NEW | 55083R203 | $10.4M | 337,697 | 4.8% |
| Artiva Biotherapeutics Inc(ARTV) | COM | 04317A107 | $2.8M | 648,507 | 1.3% |