DC Funds, LP
MCLEAN, VA
$1m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 16.1% of the portfolio this quarter.
Value
$1m
Stocks
3
Top 10 share
100.0%
Turnover
16.1%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Barinthus Biotherapeutics PL
- Share
- 33.8%
- Value
- $423,855
- Shares
- 642,204
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| TScan TherapeuticsTCRX | 49.3% | $617,463 | 630,000 | Held |
| Barinthus Biotherapeutics PL | 33.8% | $423,855 | 642,204 | Held |
| Werewolf TherapeuticsHOWL | 16.9% | $212,018 | 589,102 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 41.8% since 30 June 2025.
Where the money is
Health care66.2%
Other33.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.