Q1 2025 Holdings
Filed 2025-05-15 | 14 holdings | $182.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CG Oncology, Inc.(CGON) | COM | 156944100 | $54.4M | 2,221,474 | 29.8% |
| Alumis Inc(ALMS) | COM | 022307102 | $25.8M | 4,202,670 | 14.1% |
| Centessa Pharmaceuticals Inc(CNTA) | SPONSORED ADS | 152309100 | $18.0M | 1,253,379 | 9.9% |
| Rapt Therapeutics Inc(RAPTEUR) | COM | 75382E109 | $15.3M | 12,500,000 | 8.4% |
| Akero Therapeutics Inc(AKRO) | COM | 00973Y108 | $14.8M | 365,000 | 8.1% |
| Edgewise Therapeutics Inc(EWTX) | COM | 28036F105 | $12.9M | 585,000 | 7.1% |
| Bicara Therapeutics Inc(BCAX) | COM | 055477103 | $12.4M | 950,000 | 6.8% |
| Structure Therapeutics Inc(GPCR) | SPONSORED ADS | 86366E106 | $7.3M | 420,000 | 4.0% |
| Allogene Therapeutics Inc(ALLO) | COM | 019770106 | $5.0M | 3,448,275 | 2.8% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $5.0M | 1,581,233 | 2.8% |
| Cullinan Therapeutics Inc(CGEM) | COM | 230031106 | $4.8M | 634,558 | 2.6% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $4.0M | 146,332 | 2.2% |
| Casi Pharmaceuticals Inc(CASIF) | ORD SHS | G1933S101 | $2.9M | 1,329,383 | 1.6% |
| Viridian Therapeutics, Inc(VRDN) | COM | 92790C104 | $26.6K | 1,974 | 0.0% |