Q1 2026 Holdings
Filed 2026-05-14 | 10 holdings | $124.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| 10X Genomics Inc(TXG) | CL A COM | 88025U109 | $23.1M | 1,090,000 | 18.6% |
| Guardant Health Inc(GH) | COM | 40131M109 | $22.4M | 242,247 | 17.9% |
| Caredx Inc(CDNA) | COM | 14167L103 | $16.2M | 935,000 | 13.0% |
| Adaptive Biotechnologies COR(ADPT) | COM | 00650F109 | $14.0M | 1,010,145 | 11.2% |
| Twist Bioscience Corp(TWST) | COM | 90184D100 | $13.1M | 276,000 | 10.5% |
| Personalis Inc(PSNL) | COM | 71535D106 | $10.7M | 1,676,300 | 8.6% |
| Natera Inc(NTRA) | COM | 632307104 | $9.0M | 44,794 | 7.2% |
| Quanterix Corp(QTRX) | COM | 74766Q101 | $7.5M | 2,142,147 | 6.0% |
| Tempus AI Inc(TEM) | CL A | 88023B103 | $7.1M | 156,412 | 5.7% |
| Billiontoone Inc(BLLN) | CL A | 090168105 | $1.6M | 20,000 | 1.3% |