AI Portfolio Summary
In 2025 Q4, Foresite Capital Management VI LLC maintained a portfolio of 15 distinct positions. The most significant new addition to the portfolio was Natera, Inc., which now represents 4.66% of the total fund value. They heavily accumulated shares in Centessa Pharmaceuti, increasing their position by 3.8%. Conversely, Foresite Capital Management VI LLC completely exited their position in CASI Pharmaceuticals.
Total Positions
15
Quarter
2025 Q4
Top Holding
CGON (27.9%)
Top 10 Concentration
94.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-15 of 15
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CGON
CG Oncology, In...
|
Healthcare | 27.88% | 34.57% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
2,221,474 | $92,235,600 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RAPT
RAPT Therapeuti...
|
Healthcare | 16.00% | 15.57% |
#2
Prev: #2
|
6.5 | no change | no change |
P
S
|
1,562,500 | $52,921,875 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ALMS
ALUMIS INC.
|
Healthcare | 12.53% | 6.55% |
#3
2
Prev: #5
|
6.0 | no change | no change |
P
S
|
4,247,670 | $41,457,259 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CNTA
Centessa Pharma...
|
Healthcare | 10.31% | 12.31% |
#4
1
Prev: #3
|
5.0 | 50,000 | 3.8% |
P
S
|
1,364,019 | $34,114,115 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VSTM
Verastem, Inc.
|
Healthcare | 7.32% | 8.92% |
#5
1
Prev: #4
|
5.4 | 520,000 | 19.9% |
P
S
|
3,135,120 | $24,203,126 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DNLI
Denali Therapeu...
|
Healthcare | 4.99% | 5.61% |
#6
Prev: #6
|
3.0 | no change | no change |
P
S
|
1,000,000 | $16,510,000 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NTRA
Natera, Inc.
|
Healthcare | 4.66% | — |
#7
Prev: #—
|
5.4 | 67,356 | no change |
NEW
|
67,356 | $15,430,586 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGIO
AGIOS PHARMACEU...
|
Healthcare | 4.36% | — |
#8
Prev: #—
|
5.2 | 530,000 | no change |
NEW
|
530,000 | $14,426,600 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KYMR
Kymera Therapeu...
|
Healthcare | 3.44% | 3.20% |
#9
Prev: #9
|
2.4 | no change | no change |
P
S
|
146,332 | $11,386,093 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ATAI
Atai Beckley N....
|
Healthcare | 3.40% | — |
#10
Prev: #—
|
4.9 | 2,750,000 | no change |
NEW
|
2,750,000 | $11,247,500 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRVS
Corvus Pharmace...
|
Healthcare | 3.21% | 4.93% |
#11
4
Prev: #7
|
1.3 | -350,000 | -20.2% |
P
S
|
1,381,233 | $10,635,494 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HNGE
Hinge Health, I...
|
Healthcare | 1.90% | 2.56% |
#12
2
Prev: #10
|
1.8 | no change | no change |
P
S
|
135,000 | $6,270,750 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CASI
CASI Pharmaceut...
|
Healthcare | 0.00% | 0.63% |
Sold All 😨
(Was: #12) |
0.0 | -979,956 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RNA
Avidity Bioscie...
|
Healthcare | 0.00% | 0.67% |
Sold All 😨
(Was: #11) |
0.0 | -40,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AKRO
Akero Therapeut...
|
Unknown | 0.00% | 4.49% |
Sold All 😨
(Was: #8) |
0.0 | -244,900 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-15 of 15 holdings