Q2 2025 Holdings
Filed 2025-08-12 | 6 holdings | $80.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CG Oncology, Inc.(CGON) | COM | 156944100 | $26.1M | 1,004,050 | 32.3% |
| Alumis Inc(ALMS) | COM | 022307102 | $17.3M | 5,779,348 | 21.5% |
| Disc Medicine, Inc.(IRON) | COM | 254604101 | $15.8M | 299,069 | 19.6% |
| Hims & Hers Health, Inc.(HIMS) | COM CL A | 433000106 | $13.6M | 273,151 | 16.9% |
| Maze Therapeutics Inc(MAZE) | COM | 578784100 | $4.2M | 345,191 | 5.2% |
| Lyell Immunopharma Inc(LYEL) | COM | 55083R203 | $3.6M | 406,652 | 4.5% |