Merck & Co., Inc.

CIK: 0000310158SEC EDGAR →

Portfolio Value

$276.3M

Holdings

12

As of

Q4 2025

New Positions

12

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

PERSONALIS INC

14,044,943$111.8M
40.47%
2

MODERNA INC

2,308,190$68.1M
24.64%
3

KYMERA THERAPEUTICS INC

772,165$60.1M
21.75%
4

ENTRADA THERAPEUTICS INC

1,739,768$17.9M
6.47%
5

EVAXION BIOTECH A/S

1,214,126$5.8M
2.10%
6

ALECTOR INC

3,545,719$5.5M
2.00%
7

SUTRO BIOPHARMA INC

272,351$3.2M
1.14%
8

VIRIDIAN THERAPEUTICS INC

93,414$2.9M
1.05%
9

XILIO THERAPEUTICS INC

1,483,758$949K
0.34%
10

CARISMA THERAPEUTICS INC

1,473,240$63K
0.02%

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

LAVA THERAPEUTICS NVCLOSED
$1.8M
STRO↓ Decreased
$786K

Closed Positions (1)

LAVA THERAPEUTICS NV
$1.8M · 1.1M shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare11$270.5M97.9%
Unknown1$5.8M2.1%