Returns–Not enough quarters yet
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.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Crispr Therapeutics AgCUSIP H17182108 | $175.7M | 29.2% | |
| Wave Life Sciences LtdCUSIP Y95308105 | $106.0M | 17.6% | |
| VIRVir Biotechnology Inc | $87.1M | 14.5% | |
| BNTXBiontech Se | $82.8M | 13.7% | |
| IDYAIdeaya Biosciences Inc | $49.7M | 8.3% | |
| CYTKCytokinetics Inc | $29.0M | 4.8% | |
| LYELLyell Immunopharma Inc | $21.3M | 3.5% | |
| SPROSpero Therapeutics Inc | $20.3M | 3.4% | |
| NKTXNkarta Inc | $8.9M | 1.5% | |
| FULCFulcrum Therapeutics Inc | $6.5M | 1.1% | |
| BCYCBicycle Therapeutics PLC | $6.5M | 1.1% | |
| CVRXCvrx Inc | $5.2M | 0.9% | |
| RGNXRegenxbio Inc | $3.3M | 0.5% |
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 |
|---|---|---|---|
| VIRVir Biotechnology Inc | December 31, 2025 | +69.0% | $87.1M |
| NKTXNkarta Inc | December 31, 2025 | +53.0% | $8.9M |
| CYTKCytokinetics Inc | December 31, 2025 | +34.1% | $29.0M |
| IDYAIdeaya Biosciences Inc | December 31, 2025 | +7.8% | $49.7M |
| Crispr Therapeutics AgCUSIP H17182108 | December 31, 2025 | +4.0% | $175.7M |
| BNTXBiontech Se | December 31, 2025 | −2.3% | $82.8M |
| SPROSpero Therapeutics Inc | December 31, 2025 | −5.2% | $20.3M |
| RGNXRegenxbio Inc | December 31, 2025 | −16.8% | $3.3M |
| CVRXCvrx Inc | December 31, 2025 | −27.6% | $5.2M |
| BCYCBicycle Therapeutics PLC | December 31, 2025 | −40.1% | $6.5M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +0.5% | +14.8% |
| March 31, 2026 | −25.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: GSK plc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1131399&type=13F-HR&dateb=&owner=include&count=40CIK 1131399
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1131399/000199937126017873/Filed August 13, 2026 · accession 0001999371-26-017873