Foresite Capital Management VI LLC
Long book
$460.3M
Q1 2026
Positions
17
Top-10 weight
91%
concentration
Last quarter
+15.0%
SPY +14.8%
Turnover
55%
of book per quarter
Strategy in plain words
auto-generated from filingsForesite Capital Management VI LLC is a concentrated fundamental stock-picker, specialised in healthcare (95% of the long book), running a $460.3M US long book across 17 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: CG ONCOLOGY INC, ALUMIS INC, CENTESSA PHARMACEUTICALS-ADR, CORVUS PHARMACEUTICALS INC, DENALI THERAPEUTICS INC.
Over the last 6 quarters its long book ran on average 10.3pp per quarter ahead of the S&P 500, beating the index in 4 of 6 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-22.5%
Q1 2025
-11.9%
Q2 2025
+45.3%
Q3 2025
+16.7%
Q4 2025
+47.0%
Q1 2026
+15.0%
Sector allocation
Healthcare 95%
Materials 2%
Technology 2%
Long book by quarter
What does Foresite Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| CGON CG ONCOLOGY INC | Healthcare | 2.2M | $150.3M | 32.7% | Held |
| ALMS ALUMIS INC | Healthcare | 4.2M | $93.6M | 20.3% | Held |
| CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 1.8M | $26.8M | 5.8% | +32.6% |
| DNLI DENALI THERAPEUTICS INC | Healthcare | 1.2M | $23.2M | 5.0% | +21.0% |
| AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 525.0K | $17.8M | 3.9% | -0.9% |
| VSTM VERASTEM INC | Healthcare | 3.1M | $16.7M | 3.6% | +0.4% |
| KYMR KYMERA THERAPEUTICS INC | Healthcare | 146.3K | $12.2M | 2.6% | Held |
| NERV MINERVA NEUROSCIENCES INC | Healthcare | 2.0M | $12.0M | 2.6% | New |
| CLDX CELLDEX THERAPEUTICS INC | Materials | 315.9K | $10.0M | 2.2% | New |
| ATAI ATAIBECKLEY INC | Healthcare | 2.8M | $9.7M | 2.1% | New |
| HNGE HINGE HEALTH INC-A | Technology | 220.4K | $8.5M | 1.8% | +63.3% |
| CRNX CRINETICS PHARMACEUTICALS IN | Healthcare | 212.0K | $7.7M | 1.7% | New |
| OKUR ONKURE THERAPEUTICS INC-A | Healthcare | 1.4M | $6.0M | 1.3% | New |
| JBIO JADE BIOSCIENCES INC | Healthcare | 320.0K | $4.5M | 1.0% | New |
| GHRS GH RESEARCH PLC | Healthcare | 315.5K | $4.4M | 1.0% | New |
| ZURA ZURA BIO LTD | Healthcare | 450.0K | $2.7M | 0.6% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 17 | $460.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 12 | $330.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 12 | $258.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 20 | $177.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 14 | $182.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 14 | $224.4M | canonical | SEC ↗ |