2026 Q1 Portfolio Activity
In 2026 Q1, Foresite Capital Management IV, LLC maintained a portfolio of 8 distinct positions. The most significant new addition was Eikon Therapeutics, Inc., now representing 8.67% of the total fund value. They heavily accumulated shares in CYTOKINETICS INC, increasing the position by 9.8%. The fund also reduced its exposure to Maze Therapeutics, Inc. by 70.0%.
Position History
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Total Positions
8
Quarter
2026 Q1
Top Holding
PHVS (56.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Foresite Capital Management IV, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PHVS
Pharvaris N.V.
|
Healthcare | 56.94% | 57.73% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
4,778,581 | $134,994,913 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CYTK
CYTOKINETICS IN...
|
Healthcare | 13.99% | 12.68% |
#2
Prev: #2
|
7.5 |
—
|
45,000 | 9.8% |
P
S
|
503,295 | $33,172,173 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
Eikon Therapeut...
|
|
Unknown | 8.67% | — |
#3
Prev: #—
|
8.0 |
—
|
1,943,682 | — |
NEW
|
1,943,682 | $20,564,156 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
LYEL
Lyell Immunopha...
|
Healthcare | 6.77% | 10.72% |
#4
1
Prev: #3
|
4.2 |
—
|
no change | no change |
P
S
|
800,399 | $16,056,004 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RLAY
Relay Therapeut...
|
Healthcare | 4.20% | 3.68% |
#5
Prev: #5
|
3.2 |
—
|
no change | no change |
P
S
|
1,000,000 | $9,950,000 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XENE
Xenon Pharmaceu...
|
Healthcare | 3.92% | 3.12% |
#6
Prev: #6
|
2.6 |
—
|
no change | no change |
P
S
|
160,000 | $9,304,000 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALEC
Alector, Inc.
|
Healthcare | 3.53% | 2.64% |
#7
Prev: #7
|
2.4 |
—
|
no change | no change |
P
S
|
3,887,200 | $8,357,480 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MAZE
Maze Therapeuti...
|
Healthcare | 1.98% | 9.43% |
#8
4
Prev: #4
|
0.8 |
—
|
-365,756 | -70.0% |
P
S
|
156,901 | $4,683,495 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-8 of 8 holdings