Investor
Royalty Pharma Sub-Manager, LLC
CIK 0002081668 · filed 2026-05-14 · SEC filing
13F book
$172.8M
Positions
4
Largest name
37.4%
Cytokinetics Inc · CYTK
Est. mark
−$20.5M
Price effect on 4 names still held. Flow $22M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Cytokinetics Inc | CYTK | 980.4K | $64.6M | 37.4% | $2.32M | Held |
| Bicara Therapeutics Inc. | BCAX | 2.39M | $46.7M | 27.0% | −$21.2M | Added$823.4K |
| Biocryst Pharmaceuticals Inc | BCRX | 3.85M | $36.6M | 21.2% | $6.62M | Held |
| Biohaven Ltd. | BHVN | 2.94M | $24.8M | 14.4% | −$8.31M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.