AI
Allostery Investments Portfolio holdings
AUM
$7.85M
1 Year Est. Return
–
AUM
$7.85M
AUM Growth
-$61.5M
(-89%)
Holding
46
Top Buys
| 1 | +$532K | |
| 2 | +$278K | |
| 3 | +$240K | |
| 4 |
Tango Therapeutics
TNGX
|
+$205K |
| 5 |
Tourmaline Bio
TRML
|
+$150K |
Top Sells
| 1 | +$7.13M | |
| 2 | +$6.08M | |
| 3 | +$4.73M | |
| 4 |
Apogee Therapeutics
APGE
|
+$4.52M |
| 5 |
CNTA
Centessa Pharmaceuticals
CNTA
|
+$4.34M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vir Biotechnology
VIR
$831M
| – | – |
-22,202
|
|
||
27
Wave Life Sciences
WVE
$1.14B
| – | – |
-17,500
|
|
||
28
Xenon Pharmaceuticals
XENE
$3.14B
| – | – |
-30,000
|
|
||
29
Zura Bio
ZURA
$240M
| – | – |
-2,329,384
|
|
||
|
ORKA
30
Oruka Therapeutics
ORKA
$1.32B
| – | – |
-20,000
|
|
||
|
CLYM
31
Climb Bio
CLYM
$135M
| – | – |
-244,988
|
|
||
32
Alkermes
ALKS
$4.92B
| – | – |
-115,000
|
|
||
33
Arcutis Biotherapeutics
ARQT
$2.41B
| – | – |
-7,500
|
|
||
|
JBIO
34
Jade Biosciences
JBIO
$460M
| – | – |
-40,616
|
|
||
35
Beam Therapeutics
BEAM
$2.83B
| – | – |
-92,754
|
|
||
36
Context Therapeutics
CNTX
$113M
| – | – |
-950,166
|
|
||
37
Eledon Pharmaceuticals
ELDN
$208M
| – | – |
-100,000
|
|
||
38
89bio
ETNB
$2.2B
| – | – |
-25,000
|
|
||
39
Edgewise Therapeutics
EWTX
$1.6B
| – | – |
-3,000
|
|
||
40
Gossamer Bio
GOSS
$568M
| – | – |
-613,028
|
|
||
41
Insmed
INSM
$33.7B
| – | – |
-10,000
|
|
||
42
Ionis Pharmaceuticals
IONS
$11.3B
| – | – |
-35,000
|
|
||
43
Lexeo Therapeutics
LXEO
$664M
| – | – |
-5,054
|
|
||
44
Madrigal Pharmaceuticals
MDGL
$9.39B
| – | – |
-600
|
|
||
45
Vaxcyte
PCVX
$5.48B
| – | – |
-32,000
|
|
||
46
BiomX
PHGE
$15.4M
| – | – |
-940,629
|
|