Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
As reported for the quarter ended December 31, 2025. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Beam Therapeutics Inc | 48.5% | Unchanged | 1,266,934 | $35.1M |
| Lyell Immunopharma Inc | 42.9% | Unchanged | 1,008,116 | $31M |
| Prime Medicine Inc | 8.6% | Unchanged | 1,792,210 | $6.22M |
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