| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| RREVOLUTION MEDICINES INC COMRVMD | 54.46% | 67.37% | $56.8M | 303,133 | $80.6M | 828,974 | -525,841-63.43% | Reduce | |
| OORIC PHARMACEUTICALS INCORIC | 39.77% | 26.04% | $41.5M | 3.8M | $31.2M | 2.5M | +1.4M+55.66% | Add | |
| NNOVABRIDGE BIOSCIENCESNBP | 5.38% | 4.65% | $5.6M | 2.9M | $5.6M | 2.3M | +615,100+27.18% | Add | |
 | 0.38% | 0.29% | $398,893 | 30,265 | $342,600 | 30,265 | 00.00% | Unchanged |
