Foresite Capital Management V, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Foresite Capital Management V, LLC reported 6 stock positions worth $87.6 million. Its top holding was Alumis (ALMS) at 40.5% of the portfolio, followed by CG Oncology (CGON, 24.0%) and Disc Medicine (IRON, 16.9%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 1 and reduced 1. The biggest buy was CG Oncology (CGON, shares +24%) and the biggest sale Hims & Hers Health (HIMS, shares −71%).

Most Recent 13F
Q2 2026
Location
WEST HOLLYWOOD, CA
CIK
0001792206
Portfolio Value
$87.6M (Q1 2025)
SEC Filing
0001104659-25-049396 ↗ filed May 15, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $106.5M Q1 2024 Q2 2024: $156.6M Q2 2024 Q3 2024: $143.9M Q3 2024 Q4 2024: $120.2M Q4 2024 Q1 2025: $87.6M $87.6M Q1 2025 Q2 2025: $80.7M Q2 2025 Q3 2025: $108.7M Q3 2025 Q4 2025: $164.4M Q4 2025 Q1 2026: $271.0M Q1 2026 Q2 2026: $362.2M Q2 2026

Holdings 6 stocks · $87.6M

ALMS Alumis Inc. 40.50% 5,779,348 $35.5M No change
CGON CG Oncology Inc. 24.01% 859,050 $21.0M Add +24.0%
IRON Disc Medicine Inc. 16.94% 299,069 $14.8M No change
HIMS Hims & Hers Health Inc. 9.21% 273,151 $8.1M Reduce -70.9%
LYEL Lyell Immunopharma Inc. 4.99% 8,133,047 $4.4M No change
MAZE Maze Therapeutics Inc. 4.34% 345,191 $3.8M New

Portfolio Sells Q4 2024 → Q1 2025

HIMS Hims & Hers Health Inc. Reduce -70.9% 9.21% −9.70
CGEM Cullinan Therapeutics Inc. Sold out 0.00% −6.67

Portfolio Buys Q4 2024 → Q1 2025

CGON CG Oncology Inc. Add +24.0% 24.01% +7.49
MAZE Maze Therapeutics Inc. New 4.34% +4.34

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 9$362.2MALMS, CGON, IRON, HIMS, PHVS
Q1 2026 9$271.0MALMS, CGON, IRON, HIMS, EIKN
Q4 2025 7$164.4MALMS, CGON, IRON, NTRA, LYEL
Q3 2025 6$108.7MCGON, ALMS, IRON, HIMS, LYEL
Q2 2025 6$80.7MCGON, ALMS, IRON, HIMS, MAZE
Q1 2025 6$87.6MALMS, CGON, IRON, HIMS, LYEL
Q4 2024 6$120.2MALMS, HIMS, CGON, IRON, CGEM
Q3 2024 5$143.9MALMS, HIMS, CGON, IRON, CGEM
Q2 2024 5$156.6MALMS, HIMS, CGON, IRON, CGEM
Q1 2024 5$106.5MHIMS, CGON, IRON, KNTE, 23ANDME HOLDING CO