Style
Aggressive GrowthTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Mineralys Therapeutics, Inc.(MLYS) | 7,799,518 | $196.0M | 93.45% |
| 2 | Phathom Pharmaceuticals, Inc.(PHAT) | 1,882,039 | $13.7M | 6.55% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Healthcare | 100% | 100% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Small Cap | 100% |
| 100% |
| 0% |
Quarter-over-quarter position changes