Q4 2025 Holdings
Filed 2026-02-17 | 7 holdings | $164.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alumis Inc.(ALMS) | COM | 022307102 | $56.4M | 5,779,348 | 34.3% |
| CG Oncology, Inc.(CGON) | COM | 156944100 | $41.7M | 1,004,050 | 25.4% |
| Disc Medicine, Inc.(IRON) | COM | 254604101 | $23.7M | 299,069 | 14.4% |
| Natera, Inc.(NTRA) | COM | 632307104 | $15.4M | 67,356 | 9.4% |
| Lyell Immunopharma, Inc.(LYEL) | COM | 55083R203 | $14.7M | 477,078 | 8.9% |
| Hims & Hers Health, Inc.(HIMS) | COM CL A | 433000106 | $8.9M | 273,151 | 5.4% |
| Maze Therapeutics, Inc.(MAZE) | COM | 578784100 | $3.6M | 86,291 | 2.2% |