Q4 2023 Holdings
Filed 2024-02-14 | 11 holdings | $536.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $180.6M | 6,296,740 | 33.6% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $69.8M | 1,695,645 | 13.0% |
| Cargo Therapeutics Inc(CRGX) | COM | 14179K101 | $61.2M | 2,642,502 | 11.4% |
| Tango Therapeutics Inc(TNGX) | COM | 87583X109 | $54.8M | 5,533,980 | 10.2% |
| Ambrx Biopharma Inc | COM | 641871108 | $44.6M | 3,129,300 | 8.3% |
| Oric Pharmaceuticals Inc(ORIC) | COM | 68622P109 | $39.4M | 4,285,714 | 7.3% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $34.9M | 2,518,582 | 6.5% |
| Relay Therapeutics Inc(RLAY) | COM | 75943R102 | $14.8M | 1,346,409 | 2.8% |
| Mersana Therapeutics Inc | COM | 59045L106 | $13.9M | 5,978,327 | 2.6% |
| Cullinan Oncology Inc(CGEM) | COM | 230031106 | $12.4M | 1,221,145 | 2.3% |
| ARS Pharmaceuticals Inc(SPRY) | COM | 82835W108 | $10.5M | 1,910,029 | 1.9% |