Q3 2023 Holdings
Filed 2023-11-14 | 14 holdings | $330.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $134.0M | 4,839,529 | 40.6% |
| Tango Therapeutics Inc(TNGX) | COM | 87583X109 | $62.3M | 5,533,980 | 18.9% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $34.7M | 2,518,582 | 10.5% |
| Eqrx Inc | COM | 26886C107 | $29.1M | 13,104,424 | 8.8% |
| Oric Pharmaceuticals Inc(ORIC) | COM | 68622P109 | $25.9M | 4,285,714 | 7.9% |
| Cullinan Oncology Inc(CGEM) | COM | 230031106 | $11.1M | 1,221,145 | 3.3% |
| Relay Therapeutics Inc(RLAY) | COM | 75943R102 | $10.1M | 1,196,409 | 3.0% |
| ARS Pharmaceuticals Inc(SPRY) | COM | 82835W108 | $7.2M | 1,910,029 | 2.2% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $5.6M | 287,251 | 1.7% |
| Kinnate Biopharma Inc | COM | 49705R105 | $3.3M | 2,329,480 | 1.0% |
| PMV Pharmaceuticals Inc(PMVP) | COM | 69353Y103 | $2.6M | 421,284 | 0.8% |
| Kronos BIO Inc(KRON1USD) | COM | 50107A104 | $1.9M | 1,451,537 | 0.6% |
| Theseus Pharmaceuticals Inc | COM | 88369M101 | $1.6M | 611,310 | 0.5% |
| C4 Therapeutics Inc(CCCC) | COM STK | 12529R107 | $699.1K | 375,857 | 0.2% |