Q1 2025 Holdings
Filed 2025-05-15 | 15 holdings | $430.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $268.8M | 7,601,087 | 62.5% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $37.7M | 4,055,861 | 8.8% |
| Oric Pharmaceuticals Inc(ORIC) | COM | 68622P109 | $29.5M | 5,285,714 | 6.9% |
| Zymeworks Inc(ZYME) | COM | 98985Y108 | $13.3M | 1,113,946 | 3.1% |
| ARS Pharmaceuticals Inc(SPRY) | COM | 82835W108 | $11.8M | 936,729 | 2.7% |
| Cargo Therapeutics Inc(CRGX) | COM | 14179K101 | $10.8M | 2,642,502 | 2.5% |
| Relay Therapeutics Inc(RLAY) | COM | 75943R102 | $10.1M | 3,846,409 | 2.3% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $9.9M | 1,408,394 | 2.3% |
| Alumis Inc(ALMS) | COM | 022307102 | $9.1M | 1,476,998 | 2.1% |
| Cullinan Therapeutics Inc(CGEM) | COM | 230031106 | $8.6M | 1,141,145 | 2.0% |
| Tango Therapeutics Inc(TNGX) | COM | 87583X109 | $7.6M | 5,533,980 | 1.8% |
| Context Therapeutics Inc(CNTX) | COM | 21077P108 | $4.5M | 7,419,355 | 1.1% |
| Mersana Therapeutics Inc | COM | 59045L106 | $4.2M | 12,067,246 | 1.0% |
| Silence Therapeutics PLC(SLN) | ADS | 82686Q101 | $2.7M | 952,400 | 0.6% |
| Boundless BIO Inc(BOLD) | COM | 10170A100 | $1.9M | 1,228,069 | 0.4% |