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Asset Manager ← All Institutions

Foresite Capital Management IV, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$183M
+47.5%
Holdings
7
+1
New Purchases
1
Added To
1
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
28.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CYTK 13.79% 0.00% +13.79% $25M
PHVS 65.29% 62.70% +2.59% $119M
LYEL 7.12% 5.72% +1.40% $13M
RLAY 2.86% 2.79% +0.06% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MAZE 7.42% 20.93% -13.51% $14M
KURA 0.00% 3.81% -3.81% $0
XENE 3.52% 4.05% -0.53% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 3 $37M 20.2%
Small Cap 4 $146M 79.8%

Portfolio Analytics

Avg Market Cap
$3.0B
Median Market Cap
$1.9B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.46
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PHVS 65.29% 4,778,581 $119M $24.95 $42M +368,000 +8.3%
2 CYTK 13.79% 458,295 $25M $54.96 +458,295 NEW
3 MAZE 7.42% 522,657 $14M $25.93 -$12M -1,589,262 -75.2%
4 LYEL 7.12% 800,399 $13M $16.24 $6M
5 XENE 3.52% 160,000 $6M $40.15 $1M
6 RLAY 2.86% 1,000,000 $5M $5.22 $2M
7 KURA —% -$5M -816,882 -100.0% SOLD

New Positions

SymbolValue% Port
CYTK $25M 13.79%

Sold Out Positions

SymbolValue% Port
KURA —%
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