Foresite Capital Management V, LLC
Foresite Capital Management V, LLC reported 9 US-listed holdings worth $362.2 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Alumis Inc. (45.8%), CG Oncology Inc. (21.2%) and Disc Medicine Inc. (7.6%). Against the quarter before, it opened 1 position, added to 2, trimmed 1 and sold out of 1.
The 9 largest of its 9 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +148.0% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Odyssey Therapeutics, Inc. ODTX$13.3 million
Added to 2
- Pharvaris N V PHVS+470,017 shares · +242%
- CG Oncology Inc. CGON+75,000 shares · +7%
Trimmed 1
- Lyell Immunopharma Inc. LYEL-692 shares · -0%
Sold out of 1
- Maze Therapeatics MAZE$773,264 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Alumis Inc. ALMS | 5.9M | $165.9 million | 45.81% | no change |
| CG Oncology Inc. CGON | 1.1M | $76.7 million | 21.17% | +75.0K |
| Disc Medicine Inc. IRON | 374.1K | $27.4 million | 7.55% | no change |
| Hims & Hers Health, Inc. HIMS | 738.2K | $25.6 million | 7.07% | no change |
| Pharvaris N V PHVS | 664.1K | $23.0 million | 6.34% | +470.0K |
| Eikon Therapeutics Inc. EIKN | 1.3M | $17.2 million | 4.75% | no change |
| Odyssey Therapeutics, Inc. ODTX | 713.1K | $13.3 million | 3.68% | new |
| Lyell Immunopharma Inc. LYEL | 476.4K | $6.7 million | 1.85% | -692 |
| Nurix Therapeutics Inc. NRIX | 265.0K | $6.4 million | 1.77% | no change |