Q1 2026 Holdings
Filed 2026-05-15 | 17 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $739.2M | 7,601,087 | 52.0% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $155.3M | 4,055,861 | 10.9% |
| Tango Therapeutics Inc(TNGX) | COM | 87583X109 | $152.0M | 7,266,081 | 10.7% |
| Oric Pharmaceuticals Inc(ORIC) | COM | 68622P109 | $90.8M | 7,162,637 | 6.4% |
| Alumis Inc(ALMS) | COM | 022307102 | $78.0M | 3,540,998 | 5.5% |
| Relay Therapeutics Inc(RLAY) | COM | 75943R102 | $55.0M | 5,526,506 | 3.9% |
| Zymeworks Inc(ZYME) | COM | 98985Y108 | $27.9M | 1,113,946 | 2.0% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $23.2M | 278,896 | 1.6% |
| Cytomx Therapeutics Inc.(CTMX) | COM | 23284F105 | $20.9M | 4,449,932 | 1.5% |
| Context Therapeutics Inc(CNTX) | COM | 21077P108 | $19.4M | 7,419,355 | 1.4% |
| Cullinan Therapeutics Inc(CGEM) | COM | 230031106 | $16.2M | 1,141,145 | 1.1% |
| Engene Holdings Inc(ENGN) | COM | 29286M105 | $15.8M | 2,324,943 | 1.1% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $6.6M | 450,000 | 0.5% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $5.7M | 539,394 | 0.4% |
| Silence Therapeutics PLC(SLN) | ADS | 82686Q101 | $5.0M | 952,400 | 0.4% |
| Monte Rosa Therapeutics Inc(GLUE) | COM | 61225M102 | $5.0M | 304,237 | 0.4% |
| ARS Pharmaceuticals Inc(SPRY) | COM | 82835W108 | $4.9M | 610,703 | 0.3% |