Q2 2026 13F · SEC CIK 1704132
Foresite Capital Management IV, LLC
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $290.2M
- Reported positions
- 6
- Top holdings a year, 3 yrs
- +17.1%
- Average holding period
- 3.3 yrs
Foresite Capital Management IV, LLC is a hedge fund that reported 6 positions worth $290.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Pharvaris N V (PHVS, 57.0%), Cytokinetics (CYTK, 21.0%), Eikon Therapeutics Inc (EIKN, 8.7%). A portfolio copying its top holdings returned 17.1% a year over the last 3 years, against 22.3% for the S&P 500.
Foresite Capital Management IV, LLC holdings all 6 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| PHVSPharvaris N V | 57.0% | +0.0% | $165.2M |
| CYTKCytokinetics | 21.0% | +42.0% | $60.9M |
| EIKNEikon Therapeutics Inc | 8.7% | +0.0% | $25.4M |
| RLAYRelay Therapeutics Inc | 8.1% | +25.0% | $23.4M |
| XENEXenon Pharmaceuticals Inc | 3.3% | +0.0% | $9.7M |
| CRNXCrinetics Pharmaceuticals in | 1.9% | — | $5.6M |
What Foresite Capital Management IV, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- CRNX Crinetics Pharmaceuticals in1.9% of 13F
Added to
- CYTK Cytokinetics+42.0% shares
- RLAY Relay Therapeutics Inc+25.0% shares
Reduced
No position shrank by more than 5%.
Sold out
- LYEL Lyell Immunopharma Incwas 6.8%
- ALEC Alector, Inc.was 3.5%
- MAZE Maze Therapeutics Incwas 2.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +20.9% /yr
- S&P 500 +11.7%
- 3 years
- +17.1% /yr
- S&P 500 +22.3%
- 5 years
- -14.7% /yr
- S&P 500 +10.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $290.2M | 6 |
| Q1 2026 | $237.1M | 8 |
| Q4 2025 | $229.7M | 7 |
| Q3 2025 | $182.6M | 6 |
| Q2 2025 | $123.8M | 6 |
| Q1 2025 | $111.1M | 5 |
| Q3 2024 | $153.0M | 5 |
| Q1 2024 | $197.9M | 5 |
| Q4 2023 | $197.9M | 5 |
| Q3 2023 | $180.0M | 7 |
| Q2 2023 | $203.4M | 7 |
| Q1 2023 | $192.7M | 8 |
Questions about Foresite Capital Management IV, LLC's portfolio
What stocks does Foresite Capital Management IV, LLC own?
Foresite Capital Management IV, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 6 positions worth $290.2M. The largest are Pharvaris N V (PHVS) at 57.0%, Cytokinetics (CYTK) at 21.0%, Eikon Therapeutics Inc (EIKN) at 8.7%, Relay Therapeutics Inc (RLAY) at 8.1% and Xenon Pharmaceuticals Inc (XENE) at 3.3%.
What did Foresite Capital Management IV, LLC buy last quarter?
In Q2 2026, Foresite Capital Management IV, LLC added a new position in Crinetics Pharmaceuticals in (CRNX), Cytokinetics (CYTK) (+42.0% shares) and Relay Therapeutics Inc (RLAY) (+25.0% shares), compared with its Q1 2026 filing.
What did Foresite Capital Management IV, LLC sell last quarter?
In Q2 2026, Foresite Capital Management IV, LLC sold all of Lyell Immunopharma Inc (LYEL), sold all of Alector, Inc. (ALEC) and sold all of Maze Therapeutics Inc (MAZE), compared with its Q1 2026 filing.
How has Foresite Capital Management IV, LLC's portfolio performed?
A portfolio copying Foresite Capital Management IV, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.1% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +20.9% against +11.7%. Over 5 years: -14.7% a year against +10.6%.
When is Foresite Capital Management IV, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Foresite Capital Management IV, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.