Investor
VR ADVISER, LLC
CIK 0001615982 · filed 2026-05-15 · SEC filing
13F book
$2.68B
Positions
33
8 new · 2 sold
Largest name
26.7%
Apogee Therapeutics, Inc. · APGE
Est. mark
$469.4M
Price effect on 25 names still held. Flow $185.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apogee Therapeutics, Inc. | APGE | 8.49M | $714.9M | 26.7% | $73.8M | Held |
| Erasca, Inc. | ERAS | 16.4M | $265.1M | 9.9% | $204.1M | Cut$198.6M |
| Oruka Therapeutics, Inc. | ORKA | 4.15M | $203.5M | 7.6% | $77.7M | Held |
| Spyre Therapeutics, Inc. | SYRE | 3.69M | $185.9M | 6.9% | $65.2M | Held |
| Kalvista Pharmaceuticals Inc | — | 6.47M | $130.3M | 4.9% | $25.8M | Cut$21.7M |
| Dianthus Therapeutics Inc | — | 1.18M | $99M | 3.7% | $42.7M | Added$57.8M |
| Galecto Inc | DMRA | 3.6M | $93.3M | 3.5% | — | New |
| Ocular Therapeutix, Inc | OCUL | 10.3M | $87.6M | 3.3% | −$26.8M | Added−$1.17M |
| Cogent Biosciences, Inc. | COGT | 2M | $77M | 2.9% | $5.94M | Held |
| Viridian Therapeutics Inc | — | 3.88M | $75.9M | 2.8% | −$44.9M | Held |
| Savara Inc | SVRA | 13.7M | $75M | 2.8% | −$7.83M | Held |
| Enliven Therapeutics, Inc. | ELVN | 1.73M | $67.7M | 2.5% | $41.1M | Cut$18M |
| Oric Pharmaceuticals, Inc. | ORIC | 4.32M | $54.7M | 2.0% | $19.4M | Cut$8.3M |
| Vor Biopharma Inc. | VOR | 3.04M | $54.3M | 2.0% | $9.25M | Added$28.8M |
| Maze Therapeutics, Inc. | MAZE | 1.6M | $47.8M | 1.8% | −$17.9M | Added−$16.3M |
| CytomX Therapeutics, Inc. | CTMX | 9.98M | $46.9M | 1.8% | $4.39M | Cut−$19.4M |
| Jade Biosciences, Inc. | JBIO | 3.22M | $45.2M | 1.7% | −$4.44M | Held |
| Dyne Therapeutics, Inc. | DYN | 2.17M | $39.4M | 1.5% | −$3.11M | Held |
| Crescent Biopharma, Inc. | CBIO | 2.13M | $39.2M | 1.5% | $13.9M | Held |
| Zura Bio Ltd | ZURA | 6.43M | $38.3M | 1.4% | $3.8M | Added$10.3M |
| Relmada Therapeutics, Inc. | RLMD | 4.84M | $33.7M | 1.3% | — | New |
| Engene Holdings Inc | — | 4.77M | $32.5M | 1.2% | −$10.6M | Held |
| Tenax Therapeutics, Inc. | TENX | 1.68M | $26.8M | 1.0% | — | New |
| Adlai Nortye Ltd. | ANL | 3.21M | $22.2M | 0.8% | — | New |
| Century Therapeutics, Inc. | IPSC | 8.7M | $19.7M | 0.7% | — | New |
| Cullinan Therapeutics, Inc. | CGEM | 1.38M | $19.6M | 0.7% | $5.33M | Held |
| Cybin Inc. | HELP | 3.85M | $18.5M | 0.7% | −$13M | Added−$12.9M |
| Surrozen Inc | — | 632.9K | $18.4M | 0.7% | $4.13M | Held |
| Septerna, Inc. | SEPN | 506.1K | $12.2M | 0.5% | −$1.95M | Cut−$4.87M |
| Korro Bio, Inc. | KRRO | 1.01M | $11.4M | 0.4% | — | New |
| Alto Neuroscience, Inc. | ANRO | 500K | $11.2M | 0.4% | — | New |
| Artiva Biotherapeutics, Inc. | ARTV | 1.61M | $10.4M | 0.4% | $3.46M | Held |
| X4 Pharmaceuticals, Inc | XFOR | 330.5K | $1.37M | 0.1% | — | New |
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.