Foresite Capital Management V, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Foresite Capital Management V, LLC reported 9 stock positions worth $362.2 million. Its top holding was Alumis (ALMS) at 45.8% of the portfolio, followed by CG Oncology (CGON, 21.2%) and Disc Medicine (IRON, 7.6%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 2 and reduced 1. The biggest buy was Pharvaris (PHVS, shares +242%) and the biggest sale Lyell Immunopharma (LYEL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- WEST HOLLYWOOD, CA
- CIK
- 0001792206
- Portfolio Value
- $362.2M (Q2 2026)
- SEC Filing
- 0001104659-26-097121 ↗ filed Aug 14, 2026
Holdings Value
Holdings 9 stocks · $362.2M
| ALMS Alumis Inc. | 45.81% | 5,896,995 | $165.9M | No change |
| CGON CG Oncology Inc. | 21.17% | 1,079,050 | $76.7M | Add +7.5% |
| IRON Disc Medicine Inc. | 7.55% | 374,069 | $27.4M | No change |
| HIMS Hims & Hers Health Inc. | 7.07% | 738,151 | $25.6M | No change |
| PHVS Pharvaris NV | 6.34% | 664,142 | $23.0M | Add +242.1% |
| EIKN Eikon Therapeutics Inc. | 4.75% | 1,318,983 | $17.2M | No change |
| ODTX Odyssey Therapeutics Inc. | 3.68% | 713,105 | $13.3M | New |
| LYEL Lyell Immunopharma Inc. | 1.85% | 476,386 | $6.7M | Reduce -0.1% |
| NRIX Nurix Therapeutics Inc. | 1.77% | 265,000 | $6.4M | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $362.2M | ALMS, CGON, IRON, HIMS, PHVS |
| Q1 2026 | 9 | $271.0M | ALMS, CGON, IRON, HIMS, EIKN |
| Q4 2025 | 7 | $164.4M | ALMS, CGON, IRON, NTRA, LYEL |
| Q3 2025 | 6 | $108.7M | CGON, ALMS, IRON, HIMS, LYEL |
| Q2 2025 | 6 | $80.7M | CGON, ALMS, IRON, HIMS, MAZE |
| Q1 2025 | 6 | $87.6M | ALMS, CGON, IRON, HIMS, LYEL |
| Q4 2024 | 6 | $120.2M | ALMS, HIMS, CGON, IRON, CGEM |
| Q3 2024 | 5 | $143.9M | ALMS, HIMS, CGON, IRON, CGEM |
| Q2 2024 | 5 | $156.6M | ALMS, HIMS, CGON, IRON, CGEM |
| Q1 2024 | 5 | $106.5M | HIMS, CGON, IRON, KNTE, 23ANDME HOLDING CO |