Q4 2025 Holdings
Filed 2026-02-13 | 115 holdings | $3.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $71.7M | 3,007,077 | 2.1% |
| Tango Therapeutics Inc(TNGX) | COM | 87583X109 | $72.3M | 8,165,374 | 2.2% |
| Structure Therapeutics Inc(GPCR) | SPONSORED ADS | 86366E106 | $75.0M | 1,078,698 | 2.2% |
| Disc Medicine Inc(IRON) | COM | 254604101 | $78.5M | 988,401 | 2.3% |
| Olema Pharmaceuticals Inc(OLMA) | COM | 68062P106 | $82.5M | 3,300,700 | 2.5% |
| Bicara Therapeutics Inc(BCAX) | COM | 055477103 | $87.8M | 5,216,969 | 2.6% |
| Arrowhead Pharmaceuticals Inc(ARWR) | COM | 04280A100 | $99.6M | 1,500,476 | 3.0% |
| Centessa Pharmaceuticals PLC(CNTA) | SPONSORED ADS | 152309100 | $100.7M | 4,027,517 | 3.0% |
| Revolution Medicines Inc(RVMD) | COM | 76155X100 | $106.3M | 1,335,075 | 3.2% |
| Edgewise Therapeutics Inc(EWTX) | COM | 28036F105 | $112.4M | 4,529,990 | 3.4% |
| BeOne Medicines AG(ONC) | SPONSORED ADS | 07725L102 | $151.9M | 500,000 | 4.5% |
| Kymera Therapeutics Inc(KYMR) | COM | 501575104 | $255.7M | 3,286,830 | 7.6% |
| Scholar Rock Holding Corp(SRRK) | COM | 80706P103 | $476.8M | 10,825,013 | 14.2% |