Q3 2025 Holdings
Filed 2025-11-14 | 7 holdings | $43.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ewtx(EWTX) | EDGEWISE THERAPEUTICS INC | 28036F105 | $16.7M | 1,030,161 | 38.8% |
| Arvn(ARVN) | ARVINAS INC | 04335A105 | $13.5M | 1,585,721 | 31.4% |
| Crnx(CRNX) | CRINETICS PHARMACEUTICALS INC | 22663K107 | $5.9M | 141,000 | 13.6% |
| Cogt(COGT) | COGENT BIOSCIENCES INC. | 19240Q201 | $3.6M | 250,765 | 8.4% |
| Rlyb | RALLYBIO CORPORATION | 75120L100 | $1.6M | 3,301,603 | 3.8% |
| Alec(ALEC) | ALECTOR INC | 014442107 | $1.0M | 339,569 | 2.3% |
| Pasg | PASSAGE BIO | 702712100 | $702.0K | 87,426 | 1.6% |