Q1 2023 Holdings
Filed 2023-05-12 | 12 holdings | $239.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $104.8M | 4,839,529 | 43.8% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $40.5M | 2,518,582 | 16.9% |
| Eqrx Inc | COM | 26886C107 | $25.4M | 13,104,424 | 10.6% |
| Kinnate Biopharma Inc | COM | 49705R105 | $14.6M | 2,329,480 | 6.1% |
| Cullinan Oncology Inc(CGEM) | COM | 230031106 | $12.5M | 1,221,145 | 5.2% |
| ARS Pharmaceuticals Inc(SPRY) | COM | 82835W108 | $12.4M | 1,910,029 | 5.2% |
| Relay Therapeutics Inc(RLAY) | COM | 75943R102 | $10.3M | 625,485 | 4.3% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $7.8M | 287,251 | 3.3% |
| Theseus Pharmaceuticals Inc | COM | 88369M101 | $5.4M | 611,310 | 2.3% |
| PMV Pharmaceuticals Inc(PMVP) | COM | 69353Y103 | $2.5M | 521,284 | 1.0% |
| Kronos BIO Inc(KRON1USD) | COM | 50107A104 | $2.1M | 1,451,537 | 0.9% |
| C4 Therapeutics Inc(CCCC) | COM STK | 12529R107 | $1.2M | 375,857 | 0.5% |