Q4 2025 Holdings
Filed 2026-02-13 | 12 holdings | $258.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vaxcyte Inc(PCVX) | COM | 92243G108 | $63.3M | 1,372,425 | 24.5% |
| Oculis Holding AG(OCS) | ORDINARY SHARES | H5870P102 | $45.7M | 2,288,658 | 17.7% |
| Arcutis Biotherapeutics Inc(ARQT) | COM | 03969K108 | $39.7M | 1,366,624 | 15.3% |
| Evommune Inc(EVMN) | COM SHS | 30054Y107 | $33.0M | 1,926,943 | 12.8% |
| Zenas Biopharma Inc(ZBIO) | COM | 98937L105 | $21.5M | 591,991 | 8.3% |
| Trevi Therapeutics Inc(TRVI) | COM | 89532M101 | $15.7M | 1,256,782 | 6.1% |
| Immunome Inc(IMNM) | COM | 45257U108 | $15.7M | 732,512 | 6.1% |
| Maplight Therapeutics Inc(MPLT) | COM | 56565P103 | $10.7M | 611,447 | 4.2% |
| Bioage Labs Inc(BIOA) | COM | 09077V100 | $8.6M | 653,374 | 3.3% |
| Recursion Pharmaceuticals in(RXRX) | CL A | 75629V104 | $2.4M | 595,518 | 0.9% |
| Rallybio Corp | COM | 75120L100 | $1.6M | 2,404,644 | 0.6% |
| Bolt Biotherapeutics Inc(BOLT) | COM NEW | 097702203 | $517.1K | 94,573 | 0.2% |