Foresite Capital Management IV, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Foresite Capital Management IV, LLC reported 6 stock positions worth $123.8 million. Its top holding was Pharvaris (PHVS) at 62.7% of the portfolio, followed by Maze Therapeutics (MAZE, 20.9%) and Lyell Immunopharma (LYEL, 5.7%). Compared with Q1 2025, it opened 1 new position and reduced 1. The biggest buy was a new position in Xenon Pharmaceuticals (XENE) and the biggest sale Kura Oncology (KURA, shares −27%).

Most Recent 13F
Q2 2026
Location
WEST HOLLYWOOD, CA
CIK
0001704132
Portfolio Value
$123.8M (Q2 2025)
SEC Filing
0001104659-25-076815 ↗ filed Aug 12, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $197.9M Q1 2024 Q2 2024: $148.8M Q2 2024 Q3 2024: $153.0M Q3 2024 Q4 2024: $108.8M Q4 2024 Q1 2025: $111.1M Q1 2025 Q2 2025: $123.8M $123.8M Q2 2025 Q3 2025: $182.6M Q3 2025 Q4 2025: $229.7M Q4 2025 Q1 2026: $237.1M Q1 2026 Q2 2026: $290.2M Q2 2026

Holdings 6 stocks · $123.8M

PHVS Pharvaris NV 62.70% 4,410,581 $77.6M No change
MAZE Maze Therapeutics Inc. 20.93% 2,111,919 $25.9M No change
LYEL Lyell Immunopharma Inc. 5.72% 800,399 $7.1M No change
XENE Xenon Pharmaceuticals Inc. 4.05% 160,000 $5.0M New
KURA Kura Oncology Inc. 3.81% 816,882 $4.7M Reduce -26.5%
RLAY Relay Therapeutics Inc. 2.79% 1,000,000 $3.5M No change

Portfolio Sells Q1 2025 → Q2 2025

KURA Kura Oncology Inc. Reduce -26.5% 3.81% −2.80

Portfolio Buys Q1 2025 → Q2 2025

XENE Xenon Pharmaceuticals Inc. New 4.05% +4.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$290.2MPHVS, CYTK, EIKN, RLAY, XENE
Q1 2026 8$237.1MPHVS, CYTK, EIKN, LYEL, RLAY
Q4 2025 7$229.7MPHVS, CYTK, LYEL, MAZE, RLAY
Q3 2025 6$182.6MPHVS, CYTK, MAZE, LYEL, XENE
Q2 2025 6$123.8MPHVS, MAZE, LYEL, XENE, KURA
Q1 2025 5$111.1MPHVS, MAZE, LYEL, KURA, RLAY
Q4 2024 4$108.8MPHVS, KURA, LYEL, RLAY
Q3 2024 5$153.0MPHVS, KURA, SNDX, LYEL, RLAY
Q2 2024 4$148.8MPHVS, KURA, SNDX, LYEL
Q1 2024 5$197.9MPHVS, KURA, KNTE, SNDX, LYEL