— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Foresite Capital Management IV, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$230M
+25.8%
Holdings
7
New Purchases
1
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
14.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LYEL 10.72% 7.12% +3.61% $25M
ALEC 2.64% 0.00% +2.64% $6M
MAZE 9.43% 7.42% +2.00% $22M
RLAY 3.68% 2.86% +0.82% $8M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PHVS 57.73% 65.29% -7.56% $133M
CYTK 12.68% 13.79% -1.12% $29M
XENE 3.12% 3.52% -0.40% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 3 $45M 19.5%
Small Cap 3 $179M 77.9%
Micro Cap 1 $6M 2.6%

Portfolio Analytics

Avg Market Cap
$2.9B
Median Market Cap
$1.9B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.50
# 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 57.73% 4,778,581 $133M $27.75 $13M
2 CYTK 12.68% 458,295 $29M $63.54 $4M
3 LYEL 10.72% 800,399 $25M $30.78 $12M
4 MAZE 9.43% 522,657 $22M $41.43 $8M
5 RLAY 3.68% 1,000,000 $8M $8.46 $3M
6 XENE 3.12% 160,000 $7M $44.82 $747K
7 ALEC 2.64% 3,887,200 $6M $1.56 +3,887,200 NEW

New Positions

SymbolValue% Port
ALEC $6M 2.64%
View SEC EDGAR Filings for Foresite Capital Management IV, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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