| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| IISHARES MSCI ACWI ETFTOK | 54.76% | 62.42% | $197.7M | 1.3M | $292.7M | 2.2M | -893,820-41.51% | Reduce | |
| KKARMAN HLDGS INCKRMN | 21.6% | 26.67% | $78.0M | 1.6M | $125.0M | 1.6M | 00.00% | Unchanged | |
| RREVOLUTION MEDICINES INC COMRVMD | 17.85% | 7.14% | $64.4M | 344,091 | $33.5M | 344,091 | 00.00% | Unchanged | |
| TTANGO THERAPEUTICS INCTNGX | 3.07% | 1.58% | $11.1M | 354,192 | $7.4M | 354,192 | 00.00% | Unchanged | |
| MMAZE THERAPEUTICS INCMAZE | 1.98% | 1.53% | $7.2M | 239,994 | $7.2M | 239,994 | 00.00% | Unchanged | |
| MMEDLINE INC COM CL AMDLN | 0.75% | 0.67% | $2.7M | 68,413 | $3.1M | 70,357 | -1,944-2.76% | Reduce |
