Q2 2025 Holdings
Filed 2025-08-14 | 10 holdings | $312.9M | 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 | $101.1M | 2,748,523 | 32.3% |
| Omada Health Inc(OMDA) | COM | 68170A108 | $84.4M | 4,614,574 | 27.0% |
| Block Inc(XYZ) | CL A | 852234103 | $69.1M | 1,016,697 | 22.1% |
| Maze Therapeutics Inc(MAZE) | COM | 578784100 | $20.9M | 1,702,225 | 6.7% |
| Bioage Labs Inc(BIOA) | COM | 09077V100 | $13.4M | 3,233,170 | 4.3% |
| Nautilus Biotechnology Inc(NAUT) | COM | 63909J108 | $12.8M | 17,653,917 | 4.1% |
| Erasca Inc(ERAS) | COM | 29479A108 | $3.6M | 2,862,500 | 1.2% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $3.3M | 6,200,821 | 1.1% |
| Camp4 Therapeutics Corp(CAMP) | COM | 13463J101 | $3.1M | 2,125,339 | 1.0% |
| Ginkgo Bioworks Holdings Inc(DNA) | CL A NEW | 37611X209 | $1.2M | 108,568 | 0.4% |