| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
![]() | 34.52% | 37.4% | $83.5M | 980,392 | $64.6M | 980,392 | 00.00% | Unchanged | |
| BBICARA THERAPEUTICS INCBCAX | 25.05% | 27.02% | $60.6M | 2.4M | $46.7M | 2.4M | 00.00% | Unchanged | |
| KKAILERA THERAPEUTICS INCKLRA | 22.36% | — | $54.1M | 2.5M | $0 | 0 | +2.5M | New Buy | |
![]() | 18.06% | 14.38% | $43.7M | 2.9M | $24.8M | 2.9M | 00.00% | Unchanged |