Foresite Capital Management IV portfolio

What changed this quarter

6 positions with a change (1 new, 2 added to, 3 sold). 6 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• Cytokinetics+42%more sharesIncreased
  14.0% → 21.0%
• Lyell Immunopharma−5.5 ppof portfolioSold out
  6.8% → —
• Alector−2.9 ppof portfolioSold out
  3.5% → —
• Crinetics Pharmaceuticals+1.9 ppof portfolioNew
  — → 1.9%
• Maze Therapeutics−1.6 ppof portfolioSold out
  2.0% → —
• Relay Therapeutics+25%more sharesIncreased
  4.2% → 8.1%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• PharvarisPHVS57.0%Since Q1 2021 · 22 quartersDetails ▾
• CytokineticsCYTK21.0%Since Q3 2025 · 4 quartersDetails ▾
• Eikon TherapeuticsEIKN8.7%Since Q1 2026 · 2 quartersDetails ▾
• Relay TherapeuticsRLAY8.1%Since Q3 2024 · 8 quartersDetails ▾
• Xenon PharmaceuticalsXENE3.3%Since Q2 2025 · 5 quartersDetails ▾
• Crinetics PharmaceuticalsCRNX1.9%Since Q2 2026 · 1 quarterDetails ▾

“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.