5am Venture Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
5am Venture Management, LLC disclosed 16 US equity positions worth $287.9m in its Q2 2026 13F filing. The largest position was MPLT at 11.8% of the reported book, followed by TYRA and TRDA. Against the Q1 2026 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 16 holdings.
What did 5am Venture Management, LLC own in Q2 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MPLT MAPLIGHT THERAPEUTICS INC | 11.8% | $34.0m | 950,011 | 0% | held | |
| 2 | TYRA TYRA BIOSCIENCES INC | Healthcare | 11.4% | $32.9m | 1,029,298 | 0% | held |
| 3 | TRDA ENTRADA THERAPEUTICS INC | 10.4% | $29.9m | 4,056,379 | 0% | held | |
| 4 | PHVS PHARVARIS N V | Healthcare | 9.6% | $27.6m | 797,600 | 0% | held |
| 5 | CAMP CAMP4 THERAPEUTICS CORP | 8.9% | $25.6m | 5,869,091 | 0% | held | |
| 6 | ARTV ARTIVA BIOTHERAPEUTICS INC | 7.9% | $22.8m | 2,353,304 | 0% | held | |
| 7 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 7.2% | $20.9m | 606,660 | 0% | held |
| 8 | ZNTL ZENTALIS PHARMACEUTICALS INC | Healthcare | 6.7% | $19.1m | 3,947,913 | 0% | held |
| 9 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 6.4% | $18.5m | 497,270 | 0% | held |
| 10 | EYPT EYEPOINT INC | Healthcare | 5.2% | $15.0m | 1,050,000 | 0% | held |
| 11 | BHVN BIOHAVEN LTD | Healthcare | 3.8% | $11.0m | 738,972 | 0% | held |
| 12 | SRZN SURROZEN INC | 2.4% | $7.0m | 271,250 | -30% | reduced | |
| 13 | SKYE SKYE BIOSCIENCE INC | 2.3% | $6.7m | 9,681,763 | 0% | held | |
| 14 | ALXO ALX ONCOLOGY HLDGS INC | Healthcare | 2.2% | $6.3m | 3,057,325 | 0% | held |
| 15 | TARA PROTARA THERAPEUTICS INC | 1.8% | $5.2m | 1,369,782 | 0% | held | |
| 16 | SLN SILENCE THERAPEUTICS PLC | 1.8% | $5.2m | 476,200 | 0% | held |
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.