Q4 2025 Holdings
Filed 2026-02-12 | 6 holdings | $1.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $748.9M | 31,424,760 | 38.7% |
| Galapagos NV(GLPG) | SPON ADR | 36315X101 | $550.6M | 16,707,477 | 28.4% |
| Arcellx Inc(ACLX) | COMMON STOCK | 03940C100 | $438.2M | 6,720,803 | 22.6% |
| Assembly Biosciences Inc(ASMB) | COM NEW | 045396207 | $153.2M | 4,505,391 | 7.9% |
| Kyverna Therapeutics Inc(KYTX) | COM | 501976104 | $38.8M | 4,126,119 | 2.0% |
| Xilio Therapeutics Inc(XLO) | COM | 98422T100 | $5.8M | 9,105,451 | 0.3% |