Q2 2026 Holdings
Filed 2026-08-14 | 16 holdings | $2.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $1.4B | 7,601,087 | 67.6% |
| Parabilis Medicines Inc(PBLS) | COM | 698955101 | $127.6M | 4,663,176 | 6.1% |
| Relay Therapeutics Inc(RLAY) | COM | 75943R102 | $126.8M | 6,776,506 | 6.0% |
| Tyra Biosciences Inc(TYRA) | COM | 90240B106 | $113.5M | 3,553,585 | 5.4% |
| Alumis Inc(ALMS) | COM | 022307102 | $99.6M | 3,540,998 | 4.7% |
| Oric Pharmaceuticals Inc(ORIC) | COM | 68622P109 | $77.6M | 7,162,637 | 3.7% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $32.0M | 278,896 | 1.5% |
| Zymeworks Inc(ZYME) | COM | 98985Y108 | $29.1M | 1,113,946 | 1.4% |
| Monte Rosa Therapeutics Inc(GLUE) | COM | 61225M102 | $18.4M | 761,153 | 0.9% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $17.1M | 1,122,713 | 0.8% |
| Cytomx Therapeutics Inc.(CTMX) | COM | 23284F105 | $16.7M | 4,449,932 | 0.8% |
| Silence Therapeutics PLC(SLN) | ADS | 82686Q101 | $10.5M | 952,400 | 0.5% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $6.7M | 450,000 | 0.3% |
| Context Therapeutics Inc(CNTX) | COM | 21077P108 | $4.1M | 7,419,355 | 0.2% |
| Engene Therapeutics Inc(ENGN) | COM | 29286X101 | $4.0M | 2,324,943 | 0.2% |