Q1 2026 Holdings
Filed 2026-05-15 | 17 holdings | $460.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CG Oncology, Inc.(CGON) | COM | 156944100 | $150.3M | 2,221,474 | 32.7% |
| Alumis Inc.(ALMS) | COM | 022307102 | $93.6M | 4,247,670 | 20.3% |
| Centessa Pharmaceuticals plc(CNTA) | SPONSORED ADS | 152309100 | $54.2M | 1,364,019 | 11.8% |
| Corvus Pharmaceuticals, Inc.(CRVS) | COM | 221015100 | $26.8M | 1,831,233 | 5.8% |
| Denali Therapeutics Inc.(DNLI) | COM | 24823R105 | $23.2M | 1,209,971 | 5.0% |
| Agios Pharmaceuticals, Inc.(AGIO) | COM | 00847X104 | $17.8M | 525,000 | 3.9% |
| Verastem, Inc.(VSTM) | COM | 92337C203 | $16.7M | 3,146,631 | 3.6% |
| Kymera Therapeutics, Inc.(KYMR) | COM | 501575104 | $12.2M | 146,332 | 2.6% |
| Minerva Neurosciences, Inc.(NERV) | COM | 603380205 | $12.0M | 1,986,600 | 2.6% |
| Celldex Therapeutics, Inc.(CLDX) | COM | 15117B202 | $10.0M | 315,913 | 2.2% |
| AtaiBeckley Inc.(ATAI) | COM | 04650F101 | $9.7M | 2,750,000 | 2.1% |
| Hinge Health, Inc.(HNGE) | CL A | 433313103 | $8.5M | 220,400 | 1.8% |
| Crinetics Pharmaceuticals, Inc.(CRNX) | COM | 22663K107 | $7.7M | 212,010 | 1.7% |
| OnKure Therapeutics, Inc.(OKUR) | COM CL A | 68277Q105 | $6.0M | 1,445,783 | 1.3% |
| Jade Biosciences, Inc.(JBIO) | COM | 008064206 | $4.5M | 320,000 | 1.0% |
| GH Research PLC(GHRS) | ORD | G3855L106 | $4.4M | 315,492 | 1.0% |
| Zura Bio Ltd(ZURA) | CL A | G9TY5A101 | $2.7M | 450,000 | 0.6% |