Q1 2026 Holdings
Filed 2026-05-15 | 16 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Navan Inc(NAVN) | CL A | 639193101 | $373.6M | 28,218,676 | 28.9% |
| Figma Inc(FIG) | CLASS A COM STK | 316841105 | $338.5M | 16,011,378 | 26.2% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $121.6M | 212,531 | 9.4% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $89.6M | 921,099 | 6.9% |
| Nautilus Biotechnology Inc(NAUT) | COM | 63909J108 | $68.5M | 17,653,917 | 5.3% |
| Block Inc(XYZ) | CL A | 852234103 | $61.2M | 1,016,697 | 4.7% |
| Bioage Labs Inc(BIOA) | COM | 09077V100 | $56.5M | 3,233,170 | 4.4% |
| Maze Therapeutics Inc(MAZE) | COM | 578784100 | $50.8M | 1,702,225 | 3.9% |
| Erasca Inc(ERAS) | COM | 29479A108 | $46.3M | 2,862,500 | 3.6% |
| Damora Therapeutics Inc(GLTO) | COM NEW | 36322Q206 | $32.0M | 1,236,157 | 2.5% |
| Omada Health Inc(OMDA) | COM | 68170A108 | $29.0M | 2,307,284 | 2.2% |
| Camp4 Therapeutics Corp(CAMP) | COM | 13463J101 | $9.4M | 2,125,339 | 0.7% |
| Aktis Oncology Inc(AKTS) | COM | 01021M104 | $7.4M | 415,000 | 0.6% |
| Bitgo Holdings Inc(BTGO) | COM SHS CL A | 091947101 | $5.5M | 666,356 | 0.4% |
| Ginkgo Bioworks Holdings Inc(DNA) | CL A NEW | 37611X209 | $665.5K | 108,568 | 0.1% |
| IP Strategy Holdings Inc | COM | 42727R203 | $21.8K | 82,740 | 0.0% |