| Stock | Ownership Trend | Portfolio % | Prev Q % | Q4 2025 Value | Q4 2025 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| BBEAM THERAPEUTICS INCBEAM | 48.53% | — | $35.1M | 1.3M | $0 | 0 | +1.3M | New Buy | |
| LLYELL IMMUNOPHARMA INCLYEL | 42.88% | — | $31.0M | 1.0M | $0 | 0 | +1.0M | New Buy | |
| PPRIME MEDICINE INCPRME | 8.59% | — | $6.2M | 1.8M | $0 | 0 | +1.8M | New Buy |
