Foresite Capital Management V
WEST HOLLYWOOD, CAfiles as Foresite Capital Management V, LLC
$362m in 9 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 9.7% of the portfolio this quarter.
Value
$362m
Stocks
9
Top 10 share
100.0%
Turnover
9.7%
What changed this quarter
New
Bought for the first time this quarter.
- Odyssey TherapeuticsODTX3.7% of the fund
Added
Bought more of a stock they already held.
- CG OncologyCGON21.2% of the fund+7%
- PharvarisPHVS6.3% of the fund+242%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
Holdings
- Odyssey TherapeuticsODTX
- Share
- 3.7%
- Value
- $13m
- Shares
- 713,105
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlumisALMS | 45.8% | $166m | 5,896,995 | Held |
| CG OncologyCGON | 21.2% | $77m | 1,079,050 | +7% |
| Disc MedicineIRON | 7.6% | $27m | 374,069 | Held |
| Hims & Hers HealthHIMS | 7.1% | $26m | 738,151 | Held |
| PharvarisPHVS | 6.3% | $23m | 664,142 | +242% |
| Eikon TherapeuticsEIKN | 4.8% | $17m | 1,318,983 | Held |
| Odyssey TherapeuticsODTX | 3.7% | $13m | 713,105 | New |
| Lyell ImmunopharmaLYEL | 1.8% | $7m | 476,386 | Held |
| Nurix TherapeuticsNRIX | 1.8% | $6m | 265,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 348.7% since 30 June 2025.
Where the money is
Health care100.0%
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.