CIK 1583977
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Pharmaceuticals & Biotechnology | 87.62% | 39 |
| Unclassified | 7.01% | 6 |
| Life Sciences Tools & Services | 5.37% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | PRAX | Praxis Precision Medicines, Inc. | Health Care | 14.38% |
| 2 | BBOT | BridgeBio Oncology Therapeutics, Inc. | Health Care | 8.07% |
| 3 | EYPT | EyePoint, Inc. | Health Care | 5.37% |
| 4 | EWTX | Edgewise Therapeutics, Inc. | Health Care | 5.18% |
| 5 | ERAS | Erasca, Inc. | Health Care | 4.73% |
| 6 | RAPP | Rapport Therapeutics, Inc. | Health Care | 4.67% |
| 7 | ALMS | ALUMIS INC. | Health Care | 4.39% |
| 8 | ABVX | Abivax S.A. | Health Care | 4.27% |
| 9 | MLTX | MoonLake Immunotherapeutics | Health Care | 4.21% |
| 10 | DNTH | Dianthus Therapeutics, Inc. /DE/ | Health Care | 4.02% |
40/46 names classified · sector 93.0% of weight · industry 93.0% · mkt cap 81.4%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 93.0% of the book is sector-classified (unclassified names shown, never dropped).
Only 0% of book weight classified — the grid is NOT representative of the whole book.
Classified: 0.0% of book weight (0/45 names) · unclassified 100.0%: PRAX, BBOT, EYPT, EWTX, ERAS, RAPP, ALMS, ABVX, MLTX, DNTH +35 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | PRAXPRAXIS PRECISION MEDICINES I | 885,500 | $285M | 14.4% | TRIM −7% |
| 2 | BBOTBRIDGEBIO ONCOLOGY THERAPEUTIC | 17,878,594 | $160M | 8.1% | HOLD |
| 3 | EYPTEYEPOINT INC | 8,265,000 | $107M | 5.4% | HOLD |
| 4 | EWTXEDGEWISE THERAPEUTICS INC | 3,260,000 | $103M | 5.2% | HOLD |
| 5 | ERASERASCA INC | 5,800,000 | $94M | 4.7% | NEW |
| 6 | RAPPRAPPORT THERAPEUTICS INC | 2,957,521 | $93M | 4.7% | TRIM −2% |
| 7 | ALMSALUMIS INC | 3,949,241 | $87M | 4.4% | ADD 9% |
| 8 | ABVXABIVAX SA | 760,000 | $85M | 4.3% | TRIM −44% |
| 9 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 4,480,433 | $84M | 4.2% | ADD 3% |
| 10 | DNTHDIANTHUS THERAPEUTICS INC | 950,000 | $80M | 4.0% | NEW |
| 11 | DRUGBRIGHT MINDS BIOSCIENCES INC | 1,059,331 | $77M | 3.9% | HOLD |
| 12 | BBIOBRIDGEBIO PHARMA INC | 850,000 | $63M | 3.2% | TRIM −29% |
| 13 | OLMAOLEMA PHARMACEUTICALS INC | 3,900,000 | $58M | 2.9% | ADD 42% |
| 14 | BIOABIOAGE LABS INC | 2,890,605 | $51M | 2.5% | ADD 42% |
| 15 | CENTESSA PHARMACEUTICALS PLC | 1,050,000 | $42M | 2.1% | TRIM −21% |
| 16 | DMRADAMORA THERAPEUTICS INC | 1,525,000 | $39M | 2.0% | NEW |
| 17 | MBXMBX BIOSCIENCES INC | 1,120,000 | $33M | 1.7% | HOLD |
| 18 | INSMINSMED INC | 190,000 | $31M | 1.6% | TRIM −31% |
| 19 | NAMSNEWAMSTERDAM PHARMA COMPANY | 950,000 | $30M | 1.5% | TRIM −5% |
| 20 | TNGXTANGO THERAPEUTICS INC | 1,425,000 | $30M | 1.5% | NEW |
| 21 | PHVSPHARVARIS N V | 1,000,000 | $28M | 1.4% | TRIM −8% |
| 22 | ORKAORUKA THERAPEUTICS INC | 533,340 | $26M | 1.3% | HOLD |
| 23 | AGMBAGOMAB THERAPEUTICS NV | 2,465,348 | $26M | 1.3% | NEW |
| 24 | MAZEMAZE THERAPEUTICS INC | 750,000 | $22M | 1.1% | NEW |
| 25 | CRBPCORBUS PHARMACEUTICALS HLDGS | 2,344,971 | $22M | 1.1% | HOLD |
| 26 | ASNDASCENDIS PHARMA A/S | 95,000 | $22M | 1.1% | TRIM −5% |
| 27 | ROIVROIVANT SCIENCES LTD | 750,000 | $21M | 1.0% | NEW |
| 28 | ANLADLAI NORTYE LTD | 2,897,857 | $20M | 1.0% | NEW |
| 29 | TERNS PHARMACEUTICALS INC | 300,000 | $16M | 0.8% | NEW |
| 30 | TARSTARSUS PHARMACEUTICALS INC | 225,000 | $16M | 0.8% | TRIM −10% |
| 31 | BHVNBIOHAVEN LTD | 1,760,000 | $15M | 0.8% | ADD 17500% |
| 32 | CABACABALETTA BIO INC | 5,500,000 | $15M | 0.7% | ADD 25% |
| 33 | HLXCHELIX ACQUISITION CORP III | 1,297,500 | $13M | 0.7% | NEW |
| 34 | ARQTARCUTIS BIOTHERAPEUTICS INC | 450,000 | $11M | 0.5% | TRIM −10% |
| 35 | FTHSENSEI BIOTHERAPEUTICS INC | 306,222 | $10M | 0.5% | NEW |
| 36 | CRNXCRINETICS PHARMACEUTICALS IN | 250,000 | $9M | 0.5% | TRIM −17% |
| 37 | ZURAZURA BIO LTD | 1,450,000 | $9M | 0.4% | NEW |
| 38 | AXSMAXSOME THERAPEUTICS INC. | 50,000 | $8M | 0.4% | TRIM −33% |
| 39 | GPCRSTRUCTURE THERAPEUTICS INC | 175,000 | $8M | 0.4% | NEW |
| 40 | COGTCOGENT BIOSCIENCES INC | 200,000 | $8M | 0.4% | TRIM −11% |
| 41 | GLUEMONTE ROSA THERAPEUTICS INC | 400,000 | $7M | 0.3% | NEW |
| 42 | ARWRARROWHEAD PHARMACEUTICALS IN | 100,000 | $6M | 0.3% | NEW |
| 43 | PCVXVAXCYTE INC | 100,000 | $6M | 0.3% | TRIM −20% |
| 44 | AMLXAMYLYX PHARMACEUTICALS INC | 350,000 | $5M | 0.2% | TRIM −13% |
| 45 | RLYBRALLYBIO CORP | 400,000 | $4M | 0.2% | NEW |
| 46 | CNTXCONTEXT THERAPEUTICS INC | 529,550 | $1M | 0.1% | NEW |
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| PRAXPRAXIS PRECISION MEDICINES I | 1.7M | 1.7M | 1.6M | 1.0M | 950K | 886K | $285M |
| BBOTBRIDGEBIO ONCOLOGY THERAPEUTIC | — | — | — | 17.9M | 17.9M | 17.9M | $160M |
| EYPTEYEPOINT INC | 8.3M | 8.3M | 8.3M | 8.3M | 8.3M | 8.3M | $107M |
| EWTXEDGEWISE THERAPEUTICS INC | 3.4M | 4.1M | 4.3M | 4.0M | 3.3M | 3.3M | $103M |
| ERASERASCA INC | — | — | — | — | — | 5.8M | $94M |
| RAPPRAPPORT THERAPEUTICS INC | 2.9M | 2.9M | 2.9M | 3.2M | 3.0M | 3.0M | $93M |
| ALMSALUMIS INC | 2.1M | 2.1M | 2.1M | 2.1M | 3.6M | 3.9M | $87M |
| ABVXABIVAX SA | 2.1M | 2.1M | 2.1M | 1.9M | 1.4M | 760K | $85M |
| MLTXMOONLAKE IMMUNOTHERAPEUTICS | 8.5M | 8.5M | 8.5M | 2.0M | 4.4M | 4.5M | $84M |
| DNTHDIANTHUS THERAPEUTICS INC | — | — | — | — | — | 950K | $80M |
| DRUGBRIGHT MINDS BIOSCIENCES INC | 1.1M | 1.1M | 1.1M | 1.1M | 1.1M | 1.1M | $77M |
| BBIOBRIDGEBIO PHARMA INC | 1.6M | 2.0M | 1.6M | 1.4M | 1.2M | 850K | $63M |
| OLMAOLEMA PHARMACEUTICALS INC | — | — | — | — | 2.8M | 3.9M | $58M |
| BIOABIOAGE LABS INC | 2.6M | 2.6M | 2.1M | 2.1M | 2.0M | 2.9M | $51M |
| CENTESSA PHARMACEUTICALS PLC | 2.6M | 2.3M | 2.1M | 1.9M | 1.3M | 1.1M | $42M |
Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Where this firm's principals came from and which firms its alumni went on to found.
