2026 Q1 Portfolio Activity
In 2026 Q1, 5AM Venture Management, LLC maintained a portfolio of 23 distinct positions. The most significant new addition was ALX ONCOLOGY HLDGS INC, now representing 1.70% of the total fund value. Conversely, 5AM Venture Management, LLC completely exited their position in VIRIDIAN THERAPEUTICS INC.
Position History
hover any row below to update
Loading…
Total Positions
23
Quarter
2026 Q1
Top Holding
ERAS (15.7%)
Top 10 Concentration
79.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-23 of 23
5AM Venture Management, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ERAS
ERASCA INC
|
Healthcare | 15.66% | 6.32% |
#1
5
Prev: #6
|
6.0 |
—
|
-1,919,433 | -35.5% |
P
S
|
3,485,971 | $56,403,011 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TRDA
ENTRADA THERAPE...
|
Healthcare | 14.21% | 13.11% |
#2
1
Prev: #1
|
6.5 |
—
|
no change | no change |
P
S
|
4,056,379 | $51,191,503 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TYRA
TYRA BIOSCIENCE...
|
Healthcare | 10.94% | 8.51% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
1,029,298 | $39,422,113 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CAMP
CAMP4 THERAPEUT...
|
Healthcare | 7.19% | 11.31% |
#4
2
Prev: #2
|
4.4 |
—
|
no change | no change |
P
S
|
5,869,091 | $25,882,691 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CNTA
CENTESSA PHARMA...
|
Healthcare | 6.41% | 4.57% |
#5
4
Prev: #9
|
4.1 |
—
|
no change | no change |
P
S
|
580,945 | $23,075,135 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PHVS
PHARVARIS N V
|
Healthcare | 6.26% | 6.96% |
#6
1
Prev: #5
|
3.5 |
—
|
no change | no change |
P
S
|
797,600 | $22,532,200 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MPLT
MAPLIGHT THERAP...
|
Healthcare | 5.36% | 5.25% |
#7
1
Prev: #8
|
3.1 |
—
|
no change | no change |
P
S
|
950,011 | $19,313,724 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TECX
TECTONIC THERAP...
|
Healthcare | 5.21% | 3.98% |
#8
3
Prev: #11
|
3.1 |
—
|
no change | no change |
P
S
|
606,660 | $18,751,861 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CLDX
CELLDEX THERAPE...
|
Healthcare | 4.38% | 4.25% |
#9
1
Prev: #10
|
2.8 |
—
|
no change | no change |
P
S
|
497,270 | $15,773,404 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ARTV
ARTIVA BIOTHERA...
|
Healthcare | 4.21% | 3.17% |
#10
3
Prev: #13
|
2.7 |
—
|
no change | no change |
P
S
|
2,353,304 | $15,155,278 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EYPT
EYEPOINT INC
|
Healthcare | 3.76% | 6.03% |
#11
4
Prev: #7
|
2.5 |
—
|
no change | no change |
P
S
|
1,050,000 | $13,534,500 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SRZN
SURROZEN INC
|
Healthcare | 3.13% | 2.75% |
#12
2
Prev: #14
|
2.3 |
—
|
no change | no change |
P
S
|
387,500 | $11,287,875 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZNTL
ZENTALIS PHARMA...
|
Healthcare | 2.56% | 1.68% |
#13
6
Prev: #19
|
2.0 |
—
|
no change | no change |
P
S
|
3,947,913 | $9,238,116 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GHRS
GH RESEARCH PLC
|
Healthcare | 2.24% | 2.29% |
#14
3
Prev: #17
|
1.9 |
—
|
no change | no change |
P
S
|
572,665 | $8,051,670 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TARA
PROTARA THERAPE...
|
Healthcare | 1.98% | 2.30% |
#15
1
Prev: #16
|
1.8 |
—
|
no change | no change |
P
S
|
1,369,782 | $7,136,564 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BHVN
BIOHAVEN LTD
|
Healthcare | 1.74% | 2.62% |
#16
1
Prev: #15
|
1.7 |
—
|
no change | no change |
P
S
|
738,972 | $6,251,703 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALXO
ALX ONCOLOGY HL...
|
Healthcare | 1.70% | — |
#17
Prev: #—
|
4.2 |
—
|
3,057,325 | — |
NEW
|
3,057,325 | $6,129,937 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SKYE
SKYE BIOSCIENCE...
|
Healthcare | 1.65% | 2.28% |
#18
Prev: #18
|
1.7 |
—
|
no change | no change |
P
S
|
9,681,763 | $5,950,412 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
RALLYBIO CORP
|
|
Unknown | 0.73% | — |
#19
Prev: #—
|
3.8 |
—
|
291,788 | — |
NEW
|
291,788 | $2,617,338 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
SLN
SILENCE THERAPE...
|
Healthcare | 0.70% | 0.91% |
#20
Prev: #20
|
1.3 |
—
|
no change | no change |
P
S
|
476,200 | $2,509,574 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RLYB
RALLYBIO CORP
|
Healthcare | 0.00% | 0.78% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-3,630,724 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ELVN
ENLIVEN THERAPE...
|
Healthcare | 0.00% | 3.74% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-772,477 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VRDN
VIRIDIAN THERAP...
|
Healthcare | 0.00% | 7.21% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-736,595 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-23 of 23 holdings