1y return+120.8%S&P 500 +20.9%
3y return+56.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2023: $160 against $182 in the S&P 500.2
5AM Venture Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MPLTMaplight Therapeutics Inc | $34.0M | 11.8% | |
| TYRATyra Biosciences Inc | $32.9M | 11.4% | |
| TRDAEntrada Therapeutics Inc | $29.9M | 10.4% | |
| Pharvaris N VCUSIP N69605108 | $27.6M | 9.6% | |
| CAMPCamp4 Therapeutics Corp | $25.6M | 8.9% | |
| ARTVArtiva Biotherapeutics Inc | $22.8M | 7.9% | |
| TECXTectonic Therapeutic Inc | $20.9M | 7.2% | |
| ZNTLZentalis Pharmaceuticals Inc | $19.1M | 6.7% | |
| CLDXCelldex Therapeutics Inc New | $18.5M | 6.4% | |
| EYPTEyepoint Inc | $15.0M | 5.2% | |
| Biohaven LtdCUSIP G1110E107 | $11.0M | 3.8% | |
| SRZNSurrozen Inc | $7.0M | 2.4% | −30.0% |
| Skye Bioscience IncCUSIP 83086J200 | $6.7M | 2.3% | |
| ALXOAlx Oncology Hldgs Inc | $6.3M | 2.2% | |
| TARAProtara Therapeutics Inc | $5.2M | 1.8% | |
| SLNSilence Therapeutics PLC | $5.2M | 1.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TYRATyra Biosciences Inc | September 30, 2023 | +132.0% | $32.9M |
| SRZNSurrozen Inc | March 31, 2025 | +122.6% | $7.0M |
| TECXTectonic Therapeutic Inc | June 30, 2024 | +108.7% | $20.9M |
| MPLTMaplight Therapeutics Inc | December 31, 2025 | +104.0% | $34.0M |
| EYPTEyepoint Inc | June 30, 2024 | +64.4% | $15.0M |
| Pharvaris N VCUSIP N69605108 | June 30, 2022 | +56.5% | $27.6M |
| CLDXCelldex Therapeutics Inc New | June 30, 2023 | +9.7% | $18.5M |
| ALXOAlx Oncology Hldgs Inc | March 31, 2026 | +3.2% | $6.3M |
| CAMPCamp4 Therapeutics Corp | December 31, 2024 | −16.3% | $25.6M |
| TARAProtara Therapeutics Inc | December 31, 2024 | −27.7% | $5.2M |
Sold off last quarter
- ERASErasca Inc was $56.4M
- Centessa Pharmaceuticals PLCCUSIP 152309100 was $23.1M
- Gh Research PLCCUSIP G3855L106 was $8.1M
- RLYBRallybio Corp was $2.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | +15.0% | −4.6% |
| December 31, 2025 | +33.8% | +2.4% |
| September 30, 2025 | +29.1% | +7.8% |
| June 30, 2025 | +7.2% | +10.5% |
| March 31, 2025 | −32.0% | −4.6% |
| December 31, 2024 | −11.2% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | −3.5% | +4.0% |
| March 31, 2024 | +18.8% | +10.0% |
| December 31, 2023 | +5.4% | +11.2% |
| September 30, 2023 | −14.6% | −3.6% |
| June 30, 2023 | +2.1% | +8.3% |
| December 31, 2022 | −27.5% | +7.1% |
| September 30, 2022 | +30.1% | −5.3% |
| March 31, 2022 | −30.3% | −4.9% |
| December 31, 2021 | −22.6% | +10.7% |
| September 30, 2021 | +3.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: 5AM Venture Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1799883&type=13F-HR&dateb=&owner=include&count=40CIK 1799883
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1799883/000179988326000003/Filed August 14, 2026 · accession 0001799883-26-000003