AI Portfolio Summary
In 2025 Q4, 5AM Venture Management, LLC maintained a portfolio of 26 distinct positions. The most significant new addition to the portfolio was MAPLIGHT THERAPEUTIC, which now represents 5.25% of the total fund value. They heavily accumulated shares in TYRA BIOSCIENCES INC, increasing their position by 9.6%. Conversely, 5AM Venture Management, LLC completely exited their position in DIANTHUS THERAPEUTIC.
Total Positions
26
Quarter
2025 Q4
Top Holding
TRDA (13.1%)
Top 10 Concentration
73.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 26
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TRDA
ENTRADA THERAPE...
|
Healthcare | 13.11% | 9.04% |
#1
1
Prev: #2
|
5.3 | -200,000 | -4.7% |
P
S
|
4,056,379 | $41,699,576 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAMP
CAMP4 THERAPEUT...
|
Healthcare | 11.31% | 6.45% |
#2
2
Prev: #4
|
4.5 | no change | no change |
P
S
|
5,869,091 | $35,977,528 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TYRA
TYRA BIOSCIENCE...
|
Healthcare | 8.51% | 4.81% |
#3
7
Prev: #10
|
5.4 | 90,000 | 9.6% |
P
S
|
1,029,298 | $27,060,244 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VRDN
VIRIDIAN THERAP...
|
Healthcare | 7.21% | 5.82% |
#4
2
Prev: #6
|
2.9 | no change | no change |
P
S
|
736,595 | $22,922,836 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PHVS
PHARVARIS N V
|
Healthcare | 6.96% | 7.29% |
#5
2
Prev: #3
|
2.8 | no change | no change |
P
S
|
797,600 | $22,133,400 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ERAS
ERASCA INC
|
Healthcare | 6.32% | 4.32% |
#6
6
Prev: #12
|
2.5 | no change | no change |
P
S
|
5,405,404 | $20,108,103 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EYPT
EYEPOINT INC
|
Healthcare | 6.03% | 5.48% |
#7
1
Prev: #8
|
2.4 | no change | no change |
P
S
|
1,050,000 | $19,183,500 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MPLT
MAPLIGHT THERAP...
|
Healthcare | 5.25% | — |
#8
Prev: #—
|
4.1 | 950,011 | no change |
NEW
|
950,011 | $16,686,943 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CNTA
CENTESSA PHARMA...
|
Healthcare | 4.57% | 6.05% |
#9
4
Prev: #5
|
1.9 | -100,000 | -14.7% |
P
S
|
580,945 | $14,529,434 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CLDX
CELLDEX THERAPE...
|
Healthcare | 4.25% | 4.71% |
#10
1
Prev: #11
|
1.7 | no change | no change |
P
S
|
497,270 | $13,505,853 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TECX
TECTONIC THERAP...
|
Healthcare | 3.98% | 2.94% |
#11
4
Prev: #15
|
3.6 | 95,000 | 18.6% |
P
S
|
606,660 | $12,654,928 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ELVN
ENLIVEN THERAPE...
|
Healthcare | 3.74% | 5.79% |
#12
5
Prev: #7
|
1.5 | no change | no change |
P
S
|
772,477 | $11,896,146 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ARTV
ARTIVA BIOTHERA...
|
Healthcare | 3.17% | 2.47% |
#13
4
Prev: #17
|
1.3 | no change | no change |
P
S
|
2,353,304 | $10,095,674 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SRZN
SURROZEN INC
|
Healthcare | 2.75% | 1.46% |
#14
4
Prev: #18
|
3.2 | 77,500 | 25.0% |
P
S
|
387,500 | $8,757,500 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BHVN
BIOHAVEN LTD
|
Healthcare | 2.62% | 2.63% |
#15
1
Prev: #16
|
3.2 | 260,000 | 54.3% |
P
S
|
738,972 | $8,342,994 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TARA
PROTARA THERAPE...
|
Healthcare | 2.30% | 1.27% |
#16
3
Prev: #19
|
3.1 | 569,782 | 71.2% |
P
S
|
1,369,782 | $7,300,938 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GHRS
GH RESEARCH PLC
|
Healthcare | 2.29% | 3.00% |
#17
3
Prev: #14
|
0.9 | no change | no change |
P
S
|
572,665 | $7,272,846 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SKYE
SKYE BIOSCIENCE...
|
Healthcare | 2.28% | 13.94% |
#18
17
Prev: #1
|
0.9 | no change | no change |
P
S
|
9,681,763 | $7,258,418 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZNTL
ZENTALIS PHARMA...
|
Healthcare | 1.68% | 0.27% |
#19
5
Prev: #24
|
3.0 | 3,457,913 | 705.7% |
P
S
|
3,947,913 | $5,329,683 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLN
SILENCE THERAPE...
|
Healthcare | 0.91% | 0.91% |
#20
1
Prev: #21
|
0.4 | no change | no change |
P
S
|
476,200 | $2,895,296 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RLYB
RALLYBIO CORP
|
Healthcare | 0.78% | 0.66% |
#21
2
Prev: #23
|
0.3 | no change | no change |
P
S
|
3,630,724 | $2,491,040 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DNTH
DIANTHUS THERAP...
|
Healthcare | 0.00% | 5.26% |
Sold All 😨
(Was: #9) |
0.3 | -365,053 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PRAX
PRAXIS PRECISIO...
|
Healthcare | 0.00% | 3.30% |
Sold All 😨
(Was: #13) |
0.3 | -170,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ALEC
ALECTOR INC
|
Healthcare | 0.00% | 1.08% |
Sold All 😨
(Was: #20) |
0.3 | -995,841 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADVM
ADVERUM BIOTECH...
|
Healthcare | 0.00% | 0.90% |
Sold All 😨
(Was: #22) |
0.3 | -541,666 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRSN
MERSANA THERAPE...
|
Healthcare | 0.00% | 0.15% |
Sold All 😨
(Was: #25) |
0.3 | -52,200 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 26 holdings