| Stock | Ownership Trend | Portfolio % | Prev Q % | Q1 2026 Value | Q1 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| EEVOMMUNE INCEVMN | 55.8% | 20.03% | $29.4M | 1.3M | $21.9M | 1.3M | 00.00% | Unchanged | |
| IINVENTIVA SAIVA | 24.76% | 11.04% | $13.1M | 2.4M | $12.1M | 2.6M | -246,000-9.46% | Reduce | |
 | 10.3% | — | $5.4M | 750,000 | $0 | 0 | +750,000 | New Buy | |
| RRani Therapeutics Holdings IncRANI | 5.11% | 7.77% | $2.7M | 3.7M | $8.5M | 6.3M | -2.6M-41.78% | Reduce | |
| CCLENE INCCLNN | 4.03% | 4.13% | $2.1M | 431,094 | $4.5M | 770,495 | -339,401-44.05% | Reduce | |
| SSURROZEN INCSRZN | <0.01% | <0.01% | $2,400 | 150,000 | $3,000 | 150,000 | 00.00% | Unchanged |
