Civilization Ventures Management, LLC

Fundamental diversified ★Signal healthcare specialist (100%) CIK 2112250
Long book
$87.9M
Q1 2026
Positions
2
Top-10 weight
100%
concentration
Last quarter
-8.8%
SPY -4.4%
Turnover
33%
of book per quarter

Strategy in plain words

auto-generated from filings

Civilization Ventures Management, LLC is a diversified fundamental manager, specialised in healthcare (100% of the long book), running a $87.9M US long book across 2 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: BILLIONTOONE INC CL A, OMADA HEALTH INC.

We rate its filings as signal-bearing: position changes reflect genuine views.

Sector allocation

Healthcare
100%

Long book by quarter

$166.0M
Q4 2025
$87.9M
Q1 2026

What does Civilization Ventures own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
BLLN BILLIONTOONE INC CL AHealthcare1.1M$86.8M98.7%Held
OMDA OMADA HEALTH INCHealthcare87.7K$1.1M1.3%-94.2%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 20262$87.9M canonicalSEC ↗
Q4 202513F-HRApr 8, 20263$166.0M canonicalSEC ↗

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