PM
Ponoi Management Portfolio holdings
AUM
$73.2M
1-Year Est. Return
23.44%
1 Year Est. Return
-23.44%
AUM
$73.2M
AUM Growth
+$9.9M
(+16%)
Holding
4
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
RAPT Therapeutics
RAPT
$731M
| $38.5M | 52.54% |
199,927
|
|
||
|
NGM
2
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
| $17M | 23.2% |
1,298,908
|
|
||
3
Revolution Medicines
RVMD
$10.7B
| $13.5M | 18.44% |
685,011
|
|
||
4
Nurix Therapeutics
NRIX
$1.26B
| $4.26M | 5.82% |
327,123
|
|