2026 Q2 Portfolio Activity
In 2026 Q2, 5AM Venture Management, LLC maintained a portfolio of 20 distinct positions. Conversely, 5AM Venture Management, LLC completely exited their position in ERASCA INC.
Position History
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Total Positions
20
Quarter
2026 Q2
Top Holding
MPLT (11.8%)
Top 10 Concentration
85.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-20 of 20
5AM Venture Management, LLC Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MPLT
MAPLIGHT THERAP...
|
Healthcare | 11.83% | 5.36% |
#1
6
Prev: #7
|
7.0 |
—
|
no change | no change |
P
S
|
950,011 | $34,048,394 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TYRA
TYRA BIOSCIENCE...
|
Healthcare | 11.42% | 10.94% |
#2
1
Prev: #3
|
6.5 |
—
|
no change | no change |
P
S
|
1,029,298 | $32,875,778 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TRDA
ENTRADA THERAPE...
|
Healthcare | 10.37% | 14.21% |
#3
1
Prev: #2
|
6.0 |
—
|
no change | no change |
P
S
|
4,056,379 | $29,854,949 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PHVS
PHARVARIS N V
|
Healthcare | 9.58% | 6.26% |
#4
2
Prev: #6
|
5.3 |
—
|
no change | no change |
P
S
|
797,600 | $27,581,008 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CAMP
CAMP4 THERAPEUT...
|
Healthcare | 8.91% | 7.19% |
#5
1
Prev: #4
|
5.1 |
—
|
no change | no change |
P
S
|
5,869,091 | $25,647,928 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARTV
ARTIVA BIOTHERA...
|
Healthcare | 7.93% | 4.21% |
#6
4
Prev: #10
|
4.2 |
—
|
no change | no change |
P
S
|
2,353,304 | $22,827,049 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TECX
TECTONIC THERAP...
|
Healthcare | 7.24% | 5.21% |
#7
1
Prev: #8
|
3.9 |
—
|
no change | no change |
P
S
|
606,660 | $20,853,938 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZNTL
ZENTALIS PHARMA...
|
Healthcare | 6.65% | 2.56% |
#8
5
Prev: #13
|
3.7 |
—
|
no change | no change |
P
S
|
3,947,913 | $19,147,378 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLDX
CELLDEX THERAPE...
|
Healthcare | 6.43% | 4.38% |
#9
Prev: #9
|
3.6 |
—
|
no change | no change |
P
S
|
497,270 | $18,503,417 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EYPT
EYEPOINT INC
|
Healthcare | 5.22% | 3.76% |
#10
1
Prev: #11
|
3.1 |
—
|
no change | no change |
P
S
|
1,050,000 | $15,015,000 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BHVN
BIOHAVEN LTD
|
Healthcare | 3.82% | 1.74% |
#11
5
Prev: #16
|
2.5 |
—
|
no change | no change |
P
S
|
738,972 | $10,995,903 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SRZN
SURROZEN INC
|
Healthcare | 2.44% | 3.13% |
#12
Prev: #12
|
1.0 |
—
|
-116,250 | -30.0% |
P
S
|
271,250 | $7,038,938 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SKYE
SKYE BIOSCIENCE...
|
Healthcare | 2.33% | 1.65% |
#13
5
Prev: #18
|
1.9 |
—
|
no change | no change |
P
S
|
9,681,763 | $6,712,366 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALXO
ALX ONCOLOGY HL...
|
Healthcare | 2.20% | 1.70% |
#14
3
Prev: #17
|
1.9 |
—
|
no change | no change |
P
S
|
3,057,325 | $6,328,663 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TARA
PROTARA THERAPE...
|
Healthcare | 1.82% | 1.98% |
#15
Prev: #15
|
1.7 |
—
|
no change | no change |
P
S
|
1,369,782 | $5,232,567 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SLN
SILENCE THERAPE...
|
Healthcare | 1.82% | 0.70% |
#16
4
Prev: #20
|
1.7 |
—
|
no change | no change |
P
S
|
476,200 | $5,228,676 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
RALLYBIO CORP
|
|
Unknown | 0.00% | 0.73% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-291,788 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
GHRS
GH RESEARCH PLC
|
Healthcare | 0.00% | 2.24% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-572,665 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CNTA
CENTESSA PHARMA...
|
Healthcare | 0.00% | 6.41% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-580,945 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ERAS
ERASCA INC
|
Healthcare | 0.00% | 15.66% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-3,485,971 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-20 of 20 holdings