PM

Ponoi Management Portfolio holdings

AUM $73.2M
1-Year Est. Return 23.44%
This Quarter Est. Return
1 Year Est. Return
-23.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$54.2M
2 +$39.4M
3 +$31.6M
4
RVMD icon
Revolution Medicines
RVMD
+$27.1M
5
NRIX icon
Nurix Therapeutics
NRIX
+$22.6M

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
$54.2M 30.99%
+1,880,623
2
$39.4M 22.52%
+1,298,908
3
$31.6M 18.07%
+199,927
4
$27.1M 15.52%
+685,011
5
$22.6M 12.91%
+686,274