5am Venture Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
5am Venture Management, LLC disclosed 20 US equity positions worth $360.2m in its Q1 2026 13F filing. The largest position was ERAS at 15.7% of the reported book, followed by TRDA and TYRA.
What did 5am Venture Management, LLC own in Q1 2026? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ERAS ERASCA INC | Healthcare | 15.7% | $56.4m | 3,485,971 | – | |
| 2 | TRDA ENTRADA THERAPEUTICS INC | 14.2% | $51.2m | 4,056,379 | – | ||
| 3 | TYRA TYRA BIOSCIENCES INC | Healthcare | 10.9% | $39.4m | 1,029,298 | – | |
| 4 | CAMP CAMP4 THERAPEUTICS CORP | 7.2% | $25.9m | 5,869,091 | – | ||
| 5 | CNTA CENTESSA PHARMACEUTICALS PLC | 6.4% | $23.1m | 580,945 | – | ||
| 6 | PHVS PHARVARIS N V | Healthcare | 6.3% | $22.5m | 797,600 | – | |
| 7 | MPLT MAPLIGHT THERAPEUTICS INC | 5.4% | $19.3m | 950,011 | – | ||
| 8 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 5.2% | $18.8m | 606,660 | – | |
| 9 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 4.4% | $15.8m | 497,270 | – | |
| 10 | ARTV ARTIVA BIOTHERAPEUTICS INC | 4.2% | $15.2m | 2,353,304 | – | ||
| 11 | EYPT EYEPOINT INC | Healthcare | 3.8% | $13.5m | 1,050,000 | – | |
| 12 | SRZN SURROZEN INC | 3.1% | $11.3m | 387,500 | – | ||
| 13 | ZNTL ZENTALIS PHARMACEUTICALS INC | Healthcare | 2.6% | $9.2m | 3,947,913 | – | |
| 14 | GHRS GH RESEARCH PLC | Healthcare | 2.2% | $8.1m | 572,665 | – | |
| 15 | TARA PROTARA THERAPEUTICS INC | 2.0% | $7.1m | 1,369,782 | – | ||
| 16 | BHVN BIOHAVEN LTD | Healthcare | 1.7% | $6.3m | 738,972 | – | |
| 17 | ALXO ALX ONCOLOGY HLDGS INC | Healthcare | 1.7% | $6.1m | 3,057,325 | – | |
| 18 | SKYE SKYE BIOSCIENCE INC | 1.7% | $6.0m | 9,681,763 | – | ||
| 19 | RLYB RALLYBIO CORP | 0.7% | $2.6m | 291,788 | – | ||
| 20 | SLN SILENCE THERAPEUTICS PLC | 0.7% | $2.5m | 476,200 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.