VR Adviser as of Dec. 31, 2025
Portfolio Holdings for VR Adviser
VR Adviser holds 27 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apogee Therapeutics (APGE) | 31.7 | $641M | 8.5M | 75.48 | |
| Oruka Therapeutics (ORKA) | 6.2 | $126M | 4.1M | 30.31 | |
| Miragen Therapeutics (VRDN) | 6.0 | $121M | 3.9M | 31.12 | |
| Spyre Therapeutics Com New (SYRE) | 6.0 | $121M | 3.7M | 32.76 | |
| Kalvista Pharmaceuticals (KALV) | 5.4 | $109M | 6.7M | 16.15 | |
| Ocular Therapeutix (OCUL) | 4.4 | $89M | 7.3M | 12.14 | |
| Savara (SVRA) | 4.1 | $83M | 14M | 6.03 | |
| Cogent Biosciences (COGT) | 3.5 | $71M | 2.0M | 35.52 | |
| Erasca (ERAS) | 3.3 | $66M | 18M | 3.72 | |
| Cytomx Therapeutics (CTMX) | 3.3 | $66M | 16M | 4.26 | |
| Maze Therapeatics (MAZE) | 3.2 | $64M | 1.5M | 41.43 | |
| Jade Biosciences Com New (JBIO) | 2.5 | $50M | 3.2M | 15.43 | |
| Enliven Therapeutics (ELVN) | 2.5 | $50M | 3.2M | 15.40 | |
| Oric Pharmaceuticals (ORIC) | 2.3 | $46M | 5.7M | 8.18 | |
| Engene Holdings (ENGN) | 2.1 | $43M | 4.8M | 9.03 | |
| Dyne Therapeutics (DYN) | 2.1 | $43M | 2.2M | 19.56 | |
| Dianthus Therapeutics (DNTH) | 2.0 | $41M | 1.0M | 41.21 | |
| Upstream Bio (UPB) | 1.6 | $32M | 1.2M | 27.15 | |
| Cybin Com New (HELP) | 1.6 | $31M | 3.8M | 8.18 | |
| Zura Bio Class A Ord Shs (ZURA) | 1.4 | $28M | 5.3M | 5.24 | |
| Vor Biopharma Com New (VOR) | 1.3 | $25M | 1.9M | 13.08 | |
| Crescent Biopharma (CBIO) | 1.2 | $25M | 2.1M | 11.86 | |
| Septerna (SEPN) | 0.8 | $17M | 611k | 27.88 | |
| Surrozen Com New (SRZN) | 0.7 | $14M | 633k | 22.60 | |
| Cullinan Oncology (CGEM) | 0.7 | $14M | 1.4M | 10.35 | |
| Artiva Biotherapeutics (ARTV) | 0.3 | $6.9M | 1.6M | 4.29 | |
| Casi Pharmaceuticals Ord Shs (CASI) | 0.0 | $839k | 987k | 0.85 |
