1y return+129.0%S&P 500 +20.9%
3y return+65.8%S&P 500 +68.5%
5y return−47.6%S&P 500 +74.5%
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 December 31, 2017: $94 against $280 in the S&P 500.2
Foresite Capital Management IV, 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 |
|---|---|---|---|
| Pharvaris N.V.CUSIP N69605108 | $165.2M | 57.0% | |
| CYTKCytokinetics Inc | $60.9M | 21.0% | +42.0% |
| EIKNEikon Therapeutics, Inc. | $25.4M | 8.7% | |
| RLAYRelay Therapeutics, Inc. | $23.4M | 8.1% | +25.0% |
| XENEXenon Pharmaceuticals Inc. | $9.7M | 3.3% | |
| Crinetics Pharmaceuticals, Inc.CUSIP 22663K107 | $5.6M | 1.9% | New |
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 |
|---|---|---|---|
| RLAYRelay Therapeutics, Inc. | September 30, 2024 | +164.3% | $23.4M |
| XENEXenon Pharmaceuticals Inc. | June 30, 2025 | +92.8% | $9.7M |
| CYTKCytokinetics Inc | September 30, 2025 | +55.0% | $60.9M |
| Pharvaris N.V.CUSIP N69605108 | March 31, 2021 | +23.6% | $165.2M |
| EIKNEikon Therapeutics, Inc. | March 31, 2026 | +23.3% | $25.4M |
Sold off last quarter
- LYELLyell Immunopharma, Inc. was $16.1M
- ALECAlector, Inc. was $8.4M
- MAZEMaze Therapeutics, Inc. was $4.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +20.5% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +22.5% | +2.4% |
| September 30, 2025 | +58.9% | +7.8% |
| June 30, 2025 | +8.5% | +10.5% |
| March 31, 2025 | −19.5% | −4.6% |
| December 31, 2024 | −20.6% | +2.1% |
| September 30, 2024 | −3.3% | +5.4% |
| June 30, 2024 | −16.3% | +4.0% |
| March 31, 2024 | +0.0% | +10.0% |
| December 31, 2023 | +44.7% | +11.2% |
| September 30, 2023 | −10.8% | −3.6% |
| June 30, 2023 | +3.8% | +8.3% |
| March 31, 2023 | −17.7% | +7.0% |
| December 31, 2022 | −26.2% | +7.1% |
| September 30, 2022 | −11.9% | −5.3% |
| June 30, 2022 | +7.6% | −16.5% |
| March 31, 2022 | −23.2% | −4.9% |
| December 31, 2021 | −27.6% | +10.7% |
| September 30, 2021 | −4.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Foresite Capital Management IV, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1704132&type=13F-HR&dateb=&owner=include&count=40CIK 1704132
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1704132/000110465926097103/Filed August 14, 2026 · accession 0001104659-26-097103