Q3 2025 Holdings
Filed 2025-11-14 | 15 holdings | $657.0M | 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 | $355.0M | 7,601,087 | 54.0% |
| Oric Pharmaceuticals Inc(ORIC) | COM | 68622P109 | $86.0M | 7,162,637 | 13.1% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $56.7M | 4,055,861 | 8.6% |
| Tango Therapeutics Inc(TNGX) | COM | 87583X109 | $46.5M | 5,533,980 | 7.1% |
| Relay Therapeutics Inc(RLAY) | COM | 75943R102 | $20.1M | 3,846,409 | 3.1% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $19.3M | 340,909 | 2.9% |
| Zymeworks Inc(ZYME) | COM | 98985Y108 | $19.0M | 1,113,946 | 2.9% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $12.0M | 1,408,394 | 1.8% |
| Alumis Inc(ALMS) | COM | 022307102 | $11.6M | 2,915,998 | 1.8% |
| Context Therapeutics Inc(CNTX) | COM | 21077P108 | $7.2M | 7,419,355 | 1.1% |
| Cullinan Therapeutics Inc(CGEM) | COM | 230031106 | $6.8M | 1,141,145 | 1.0% |
| ARS Pharmaceuticals Inc(SPRY) | COM | 82835W108 | $6.6M | 660,703 | 1.0% |
| Silence Therapeutics PLC(SLN) | ADS | 82686Q101 | $4.9M | 952,400 | 0.8% |
| Mersana Therapeutics Inc(MRSN) | COM | 59045L205 | $3.7M | 482,689 | 0.6% |
| Boundless BIO Inc(BOLD) | COM | 10170A100 | $1.5M | 1,228,069 | 0.2% |