VR Adviser, LLC
CIK: 0001615982SEC EDGAR →
Portfolio Value
$2.0B
Holdings
27
As of
Q4 2025
New Positions
2
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APOGEE THERAPEUTICS INC | 8,493,321 | $641.1M | 31.67% |
| 2 | ORUKA THERAPEUTICS INC | 4,148,428 | $125.7M | 6.21% |
| 3 | VIRIDIAN THERAPEUTICS INC | 3,882,709 | $120.8M | 5.97% |
| 4 | SPYRE THERAPEUTICS INC | 3,685,448 | $120.7M | 5.96% |
| 5 | KALVISTA PHARMACEUTICALS INC | 6,728,985 | $108.7M | 5.37% |
| 6 | OCULAR THERAPEUTIX INC | 7,315,547 | $88.8M | 4.39% |
| 7 | SAVARA INC | 13,740,375 | $82.9M | 4.09% |
| 8 | COGENT BIOSCIENCES INC | 2,000,000 | $71.0M | 3.51% |
| 9 | ERASCA INC | 17,857,083 | $66.4M | 3.28% |
| 10 | CYTOMX THERAPEUTICS INC | 15,561,500 | $66.3M | 3.27% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 25 | $1.9B | 95.9% |
| Unknown | 1 | $82.9M | 4.1% |
| Technology | 1 | $839K | 0.0% |