Style
Aggressive GrowthTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Bicara Therapeutics Inc(BCAX) | 2,920,509 | $54.4M | 46.57% |
| 2 | Ceribell Inc(CBLL) | 2,205,661 | $53.8M | 46.09% |
| 3 | Contineum Therapeutics Inc(CTNM) | 638,158 | $8.6M | 7.34% |
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