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
$63.3M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$13

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RAPT icon
1
RAPT Therapeutics
RAPT
$730M
$29.2M 46.09%
199,927
NGM
2
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
$16.7M 26.29%
1,298,908
RVMD icon
3
Revolution Medicines
RVMD
$11.1B
$13.4M 21.08%
685,011
NRIX icon
4
Nurix Therapeutics
NRIX
$1.28B
$4.14M 6.54%
327,123
+1