| Stock | Compnay Name | Shares Held | Market Value | % of Portfolio | QoQ Change |
|---|---|---|---|---|---|
MBX | MBX BIOSCIENCES INC | 388.50 K | 21.45 M | 1 | |
ETON | ETON PHARMACEUTICALS INC | 2.17 M | 78.62 M | 3.8 | |
ERAS | ERASCA INC | 330.00 K | 6.04 M | 0.3 | |
NRIX | NURIX THERAPEUTICS INC | 270.00 K | 6.55 M | 0.3 | |
ORIC | ORIC PHARMACEUTICALS INC | 6.73 M | 72.86 M | 3.5 | |
ZBIO | ZENAS BIOPHARMA INC | 789.50 K | 20.04 M | 1 |
$ 1.81 B
28
Q2 2026
%
-12.71 %