Foresite Capital Management V, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Foresite Capital Management V, LLC reported 6 stock positions worth $108.7 million. Its top holding was CG Oncology (CGON) at 37.2% of the portfolio, followed by Alumis (ALMS, 21.2%) and Disc Medicine (IRON, 18.2%). Compared with Q2 2025, it added to 1 and reduced 1. The biggest buy was Lyell Immunopharma (LYEL, shares +17%) and the biggest sale Maze Therapeutics (MAZE, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- WEST HOLLYWOOD, CA
- CIK
- 0001792206
- Portfolio Value
- $108.7M (Q3 2025)
- SEC Filing
- 0001104659-25-112503 ↗ filed Nov 14, 2025
Holdings Value
Holdings 6 stocks · $108.7M
| CGON CG Oncology Inc. | 37.19% | 1,004,050 | $40.4M | No change |
| ALMS Alumis Inc. | 21.21% | 5,779,348 | $23.1M | No change |
| IRON Disc Medicine Inc. | 18.17% | 299,069 | $19.8M | No change |
| HIMS Hims & Hers Health Inc. | 14.25% | 273,151 | $15.5M | No change |
| LYEL Lyell Immunopharma Inc. | 7.12% | 477,078 | $7.7M | Add +17.3% |
| MAZE Maze Therapeutics Inc. | 2.06% | 86,291 | $2.2M | Reduce -75.0% |
Portfolio Sells Q2 2025 → Q3 2025
| MAZE Maze Therapeutics Inc. | Reduce -75.0% | 2.06% | −3.19 |
Portfolio Buys Q2 2025 → Q3 2025
| LYEL Lyell Immunopharma Inc. | Add +17.3% | 7.12% | +2.67 |
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 |