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Foresite Capital Management IV, LLC

Q2 2025 · Filed 2025-08-12
Market Value
$124M
+20.8%
Holdings
6
+2
New Purchases
2
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
33.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LYEL 5.72% 0.00% +5.72% $7M
XENE 4.05% 0.00% +4.05% $5M
RLAY 2.79% 2.56% +0.24% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PHVS 62.70% 67.59% -4.88% $78M
KURA 3.81% 7.16% -3.36% $5M
MAZE 20.93% 22.69% -1.76% $26M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $8M 6.8%
Small Cap 4 $115M 93.2%

Portfolio Analytics

Avg Market Cap
$1.9B
Median Market Cap
$1.7B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.47
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PHVS 62.70% 4,410,581 $78M $17.60 $8M
2 MAZE 20.93% 2,111,919 $26M $12.27 $3M
3 LYEL 5.72% 800,399 $7M $8.84 +800,399 NEW
4 XENE 4.05% 160,000 $5M $31.30 +160,000 NEW
5 KURA 3.81% 816,882 $5M $5.77 -$3M -295,000 -26.5%
6 RLAY 2.79% 1,000,000 $3M $3.46 $840K

New Positions

SymbolValue% Port
LYEL $7M 5.72%
XENE $5M 4.05%
View SEC EDGAR Filings for Foresite Capital Management IV, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms