Q4 2025 Holdings
Filed 2026-02-17 | 16 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $605.4M | 7,601,087 | 58.5% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $106.6M | 4,055,861 | 10.3% |
| Tango Therapeutics Inc(TNGX) | COM | 87583X109 | $64.4M | 7,266,081 | 6.2% |
| Oric Pharmaceuticals Inc(ORIC) | COM | 68622P109 | $58.6M | 7,162,637 | 5.7% |
| Relay Therapeutics Inc(RLAY) | COM | 75943R102 | $39.8M | 4,701,506 | 3.8% |
| Zymeworks Inc(ZYME) | COM | 98985Y108 | $29.3M | 1,113,946 | 2.8% |
| Alumis Inc(ALMS) | COM | 022307102 | $28.5M | 2,915,998 | 2.8% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $21.7M | 278,896 | 2.1% |
| Engene Holdings Inc(ENGN) | COM | 29286M105 | $19.2M | 2,124,943 | 1.9% |
| Mersana Therapeutics Inc(MRSN) | COM | 59045L205 | $14.0M | 482,689 | 1.4% |
| Cullinan Therapeutics Inc(CGEM) | COM | 230031106 | $11.8M | 1,141,145 | 1.1% |
| Context Therapeutics Inc(CNTX) | COM | 21077P108 | $10.9M | 7,419,355 | 1.1% |
| ARS Pharmaceuticals Inc(SPRY) | COM | 82835W108 | $7.7M | 660,703 | 0.7% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $6.4M | 539,394 | 0.6% |
| Silence Therapeutics PLC(SLN) | ADS | 82686Q101 | $5.8M | 952,400 | 0.6% |
| Monte Rosa Therapeutics Inc(GLUE) | COM | 61225M102 | $4.4M | 279,237 | 0.4% |