Foresite Capital Management V, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Foresite Capital Management V, LLC reported 9 stock positions worth $271.0 million. Its top holding was Alumis (ALMS) at 47.9% of the portfolio, followed by CG Oncology (CGON, 25.1%) and Disc Medicine (IRON, 8.8%). Compared with Q4 2025, it opened 3 new positions, sold out of 1, added to 3 and reduced 1. The biggest buy was Alumis (ALMS, shares +2%) and the biggest sale an exit from Natera (NTRA).

Most Recent 13F
Q2 2026
Location
WEST HOLLYWOOD, CA
CIK
0001792206
Portfolio Value
$271.0M (Q1 2026)
SEC Filing
0001104659-26-062464 ↗ filed May 15, 2026

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 Q1 2025 Q2 2025: $80.7M Q2 2025 Q3 2025: $108.7M Q3 2025 Q4 2025: $164.4M Q4 2025 Q1 2026: $271.0M $271.0M Q1 2026 Q2 2026: $362.2M Q2 2026

Holdings 9 stocks · $271.0M
ALMS Alumis Inc. 47.94% 5,896,995 $129.9M Add +2.0%
CGON CG Oncology Inc. 25.08% 1,004,050 $68.0M No change
IRON Disc Medicine Inc. 8.83% 374,069 $23.9M Add +25.1%
HIMS Hims & Hers Health Inc. 5.65% 738,151 $15.3M Add +170.2%
EIKN Eikon Therapeutics Inc. 5.15% 1,318,983 $14.0M New
LYEL Lyell Immunopharma Inc. 3.53% 477,078 $9.6M No change
PHVS Pharvaris NV 2.02% 194,125 $5.5M New
NRIX Nurix Therapeutics Inc. 1.52% 265,000 $4.1M New
MAZE Maze Therapeutics Inc. 0.29% 25,905 $773K Reduce -70.0%

Portfolio Sells Q4 2025 → Q1 2026
NTRA Natera Inc. Sold out 0.00% −9.39
MAZE Maze Therapeutics Inc. Reduce -70.0% 0.29% −1.89

Portfolio Buys Q4 2025 → Q1 2026
ALMS Alumis Inc. Add +2.0% 47.94% +13.63
EIKN Eikon Therapeutics Inc. New 5.15% +5.15
PHVS Pharvaris NV New 2.02% +2.02
NRIX Nurix Therapeutics Inc. New 1.52% +1.52
HIMS Hims & Hers Health Inc. Add +170.2% 5.65% +0.26
IRON Disc Medicine Inc. Add +25.1% 8.83% −5.62

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