Q3 2025 Holdings
Filed 2025-11-14 | 11 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Figma Inc(FIG) | CLASS A COM STK | 316841105 | $842.7M | 16,246,129 | 60.4% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $156.1M | 212,531 | 11.2% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $128.4M | 2,748,523 | 9.2% |
| Omada Health Inc(OMDA) | COM | 68170A108 | $102.0M | 4,614,574 | 7.3% |
| Block Inc(XYZ) | CL A | 852234103 | $73.5M | 1,016,697 | 5.3% |
| Maze Therapeutics Inc(MAZE) | COM | 578784100 | $44.1M | 1,702,225 | 3.2% |
| Bioage Labs Inc(BIOA) | COM | 09077V100 | $19.0M | 3,233,170 | 1.4% |
| Nautilus Biotechnology Inc(NAUT) | COM | 63909J108 | $14.9M | 17,653,917 | 1.1% |
| Camp4 Therapeutics Corp(CAMP) | COM | 13463J101 | $6.4M | 2,125,339 | 0.5% |
| Erasca Inc(ERAS) | COM | 29479A108 | $6.2M | 2,862,500 | 0.4% |
| Ginkgo Bioworks Holdings Inc(DNA) | CL A NEW | 37611X209 | $1.6M | 108,568 | 0.1% |