2026 Q2 Portfolio Activity
In 2026 Q2, Foresite Capital Management V, LLC maintained a portfolio of 10 distinct positions. They heavily accumulated shares in Pharvaris N.V., increasing the position by 242.1%. The fund also reduced its exposure to Eikon Therapeutics, Inc. by 45.9%.
Position History
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Total Positions
10
Quarter
2026 Q2
Top Holding
ALMS (45.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-10 of 10
Foresite Capital Management V, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ALMS
ALUMIS INC.
|
Healthcare | 45.81% | 47.94% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
5,896,995 | $165,941,439 |
$13.29
-16.5%
|
2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
CGON
CG Oncology, In...
|
Healthcare | 21.17% | 25.08% |
#2
Prev: #2
|
7.5 |
—
|
75,000 | 7.5% |
P
S
|
1,079,050 | $76,666,503 |
$40.39
+84.9%
|
2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
IRON
Disc Medicine, ...
|
Healthcare | 7.55% | 8.83% |
#3
Prev: #3
|
5.0 |
—
|
no change | no change |
P
S
|
374,069 | $27,359,407 |
$32.46
+144.1%
|
2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
HIMS
Hims & Hers Hea...
|
Healthcare | 7.07% | 5.65% |
#4
Prev: #4
|
4.3 |
—
|
no change | no change |
P
S
|
738,151 | $25,591,695 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PHVS
Pharvaris N.V.
|
Healthcare | 6.34% | 2.02% |
#5
2
Prev: #7
|
6.0 |
—
|
470,017 | 242.1% |
P
S
|
664,142 | $22,966,030 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
Eikon Therapeut...
|
|
Unknown | 4.75% | 5.15% |
#6
1
Prev: #5
|
2.9 |
—
|
no change | no change |
P
S
|
1,318,983 | $17,212,728 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
N/A
Odyssey Therape...
|
|
Unknown | 3.68% | — |
#7
Prev: #—
|
5.0 |
—
|
713,105 | — |
NEW
|
713,105 | $13,342,195 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
LYEL
Lyell Immunopha...
|
Healthcare | 1.85% | 3.53% |
#8
2
Prev: #6
|
1.2 |
—
|
-692 | -0.1% |
P
S
|
476,386 | $6,693,223 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NRIX
Nurix Therapeut...
|
Healthcare | 1.77% | 1.52% |
#9
1
Prev: #8
|
1.7 |
—
|
no change | no change |
P
S
|
265,000 | $6,428,900 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MAZE
Maze Therapeuti...
|
Healthcare | 0.00% | 0.29% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-25,905 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-10 of 10 holdings