Foresite Capital Management V’s Disc Medicine IRON Stock Holding History

Foresite Capital Management V’s Portfolio IRON Stock Details IRON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.9M	Buy	374,069 +75,000	+25%	+$5.2M	8.83%	3
2025 Q4	$23.7M	Hold	299,069	–	–	14.45%	3
2025 Q3	$19.8M	Hold	299,069	–	–	18.17%	3
2025 Q2	$15.8M	Hold	299,069	–	–	19.62%	3
2025 Q1	$14.8M	Hold	299,069	–	–	16.94%	3
2024 Q4	$19M	Hold	299,069	–	–	15.78%	4
2024 Q3	$14.7M	Hold	299,069	–	–	10.21%	4
2024 Q2	$13.5M	Buy	299,069 +55,556	+23%	+$1.89M	8.61%	4
2024 Q1	$15.2M	Hold	243,513	–	–	14.23%	3
2023 Q4	$14.1M	Hold	243,513	–	–	19.16%	3
2023 Q3	$11.4M	Hold	243,513	–	–	18.25%	2
2023 Q2	$10.8M	Hold	243,513	–	–	7.9%	5
2023 Q1	$5.16M	Hold	243,513	–	–	3.81%	8
2022 Q4	$4.84M	Buy	243,513 +162,342	+200%	+$8.08M	3.76%	9
2022 Q3	$3.99M	Hold	81,171	–	–	3.07%	10
2022 Q2	$4.12M	Hold	81,171	–	–	2.87%	10
2022 Q1	$3.38M	Hold	81,171	–	–	1.38%	13
2021 Q4	$7.09M	Hold	81,171	–	–	1.74%	13
2021 Q3	$9.84M	Hold	81,171	–	–	3.06%	9
2021 Q2	$15.8M	Hold	81,171	–	–	6.2%	5
2021 Q1	$33M	Buy	+81,171	New	+$36.2M	9.7%	2

Other funds holding IRON

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AVLSA

Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Foresite Capital Management V's IRON Position: Q1 2026 in Review

Foresite Capital Management V increased its Disc Medicine (IRON) stake by 25% in Q1 2026, buying an estimated $5.2M and bringing the position to 374,069 shares worth $23.9M. The position accounts for 8.83% of the portfolio, ranked #3.

Foresite Capital Management V first reported a position in IRON in Q1 2021 and has held it in 21 quarters since. The position peaked at $33M in Q1 2021. 203 funds tracked by Wall St. Rank hold IRON as of Q1 2026.

Foresite Capital Management V held 374,069 shares of Disc Medicine worth $23.9M as of Q1 2026.
Foresite Capital Management V bought 75,000 Disc Medicine shares in Q1 2026, an estimated $5.2M.
Disc Medicine made up 8.83% of Foresite Capital Management V's portfolio in Q1 2026, its #3 holding.
Foresite Capital Management V first reported a position in Disc Medicine in Q1 2021 and has held it in 21 quarters since.
Foresite Capital Management V's Disc Medicine position peaked at $33M in Q1 2021.
203 funds tracked by Wall St. Rank held Disc Medicine as of Q1 2026.

Based on Foresite Capital Management V's 13F filing for Q1 2026, filed 15 May 2026.