Q1 2026 Holdings
Filed 2026-05-15 | 9 holdings | $271.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alumis Inc.(ALMS) | COM | 022307102 | $129.9M | 5,896,995 | 47.9% |
| CG Oncology, Inc.(CGON) | COM | 156944100 | $68.0M | 1,004,050 | 25.1% |
| Disc Medicine, Inc.(IRON) | COM | 254604101 | $23.9M | 374,069 | 8.8% |
| Hims & Hers Health, Inc.(HIMS) | COM CL A | 433000106 | $15.3M | 738,151 | 5.7% |
| Eikon Therapeutics, Inc.(EIKN) | COM | 282564103 | $14.0M | 1,318,983 | 5.1% |
| Lyell Immunopharma, Inc.(LYEL) | COM | 55083R203 | $9.6M | 477,078 | 3.5% |
| Pharvaris N.V.(PHVS) | COM | N69605108 | $5.5M | 194,125 | 2.0% |
| Nurix Therapeutics, Inc.(NRIX) | COM | 67080M103 | $4.1M | 265,000 | 1.5% |
| Maze Therapeutics, Inc.(MAZE) | COM | 578784100 | $773.3K | 25,905 | 0.3% |