Q4 2022 Holdings
Filed 2023-02-14 | 14 holdings | $251.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $99.8M | 4,189,529 | 39.7% |
| Eqrx Inc | COM | 26886C107 | $32.2M | 13,104,424 | 12.8% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $19.1M | 2,518,582 | 7.6% |
| ARS Pharmaceuticals Inc(SPRY) | COM | 82835W108 | $16.3M | 1,910,029 | 6.5% |
| Kinnate Biopharma Inc | COM | 49705R105 | $14.2M | 2,329,480 | 5.7% |
| Cullinan Oncology Inc(CGEM) | COM | 230031106 | $12.9M | 1,221,145 | 5.1% |
| PMV Pharmaceuticals Inc(PMVP) | COM | 69353Y103 | $12.1M | 1,385,807 | 4.8% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $12.0M | 263,914 | 4.8% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $9.8M | 287,251 | 3.9% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $8.2M | 188,228 | 3.3% |
| Relay Therapeutics Inc(RLAY) | COM | 75943R102 | $7.1M | 475,485 | 2.8% |
| Theseus Pharmaceuticals Inc | COM | 88369M101 | $3.0M | 611,310 | 1.2% |
| Kronos BIO Inc(KRON1USD) | COM | 50107A104 | $2.4M | 1,451,537 | 0.9% |
| C4 Therapeutics Inc(CCCC) | COM STK | 12529R107 | $2.2M | 375,857 | 0.9% |