VR Adviser
$2.7B Assets Reported
35 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| APGE | APOGEE THERAPEUTICS INC | 8,493,321 | $715M | 26.7% |
| ERAS | ERASCA INC | 16,382,812 | $265M | 9.9% |
| ORKA | ORUKA THERAPEUTICS INC | 4,148,428 | $203M | 7.6% |
| SYRE | SPYRE THERAPEUTICS INC | 3,685,448 | $186M | 6.9% |
| KALV | KALVISTA PHARMACEUTICALS INC | 6,474,485 | $130M | 4.9% |
| DNTH | DIANTHUS THERAPEUTICS INC | 1,180,000 | $99M | 3.7% |
| DMRA | DAMORA THERAPEUTICS INC | 3,603,595 | $93M | 3.5% |
| OCUL | OCULAR THERAPEUTIX INC | 10,346,926 | $88M | 3.3% |
| COGT | COGENT BIOSCIENCES INC | 2,000,000 | $77M | 2.9% |
| VRDN | VIRIDIAN THERAPEUTICS INC | 3,882,709 | $76M | 2.8% |
Track VR Adviser's 13F portfolio: $2.7B in reported holdings, 35 positions. Top holdings, AUM, and quarterly changes on SentiSense.