5AM Venture Management, LLC

CIK

1799883

Location

SAN FRANCISCO, CA

Portfolio Value

Small $360,212,474

Diversification

Diversified

Filing Date

Global Rank

#3,133 / 8,623 ▲ 281 · as of Mar 2026

Top Industry

Biotechnology 100.0%

3Y Alpha vs SPY

-1.8%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+53.6%

SPY

+65.3%

Annualised alpha

-2.8%

Max drawdown

−59.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

20 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.7%

+2.4 pts

Top 5

54.4%

+6.9 pts

Top 10

79.8%

+5.7 pts

HHI

841

Diversified+141

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$360,212,474	20

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
ERAS	Erasca, Inc.	−1,919,433	3,485,971	$56,403,010
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ALXO	Alx Oncology Holdings Inc	3,057,325	$6,129,936
RLYB	Rallybio Corp	291,788	$2,617,338
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
VRDN	Viridian Therapeutics, Inc.\DE	736,595	$22,922,836
ELVN	Enliven Therapeutics, Inc.	772,477	$11,896,145
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 tracked positions · $360,212,474 total · filing declares 20 positions · $360,208,609 · as of Mar 31, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ERAS	Erasca, Inc. Healthcare	Reduced	3,485,971	-1,919,433	$56,403,010	+180.5%	15.66%
TRDA	Entrada Therapeutics, Inc. Healthcare	Held	4,056,379	0	$51,191,502	+22.8%	14.21%
TYRA	Tyra Biosciences, Inc. Healthcare	Held	1,029,298	0	$39,422,113	+45.7%	10.94%
CAMP	Camp4 Therapeutics Corp Healthcare	Held	5,869,091	0	$25,882,691	−28.1%	7.19%
CNTA	Centessa Pharmaceuticals plc Healthcare	Held	580,945	0	$23,075,135	+58.8%	6.41%
PHVS	Pharvaris N.V. Healthcare	Held	797,600	0	$22,532,200	+1.8%	6.26%
MPLT	MapLight Therapeutics, Inc. Healthcare	Held	950,011	0	$19,313,723	+15.7%	5.36%
TECX	Tectonic Therapeutic, Inc. Healthcare	Held	606,660	0	$18,751,860	+48.2%	5.21%
CLDX	Celldex Therapeutics, Inc. Healthcare	Held	497,270	0	$15,773,404	+16.8%	4.38%
ARTV	Artiva Biotherapeutics, Inc. Healthcare	Held	2,353,304	0	$15,155,277	+50.1%	4.21%
EYPT	EyePoint, Inc. Healthcare	Held	1,050,000	0	$13,534,500	−29.4%	3.76%
SRZN	Surrozen, Inc./DE Healthcare	Held	387,500	0	$11,287,875	+28.9%	3.13%
ZNTL	Zentalis Pharmaceuticals, Inc. Healthcare	Held	3,947,913	0	$9,238,116	+73.3%	2.56%
GHRS	GH Research PLC Healthcare	Held	572,665	0	$8,051,669	+10.7%	2.24%
TARA	Protara Therapeutics, Inc. Healthcare	Held	1,369,782	0	$7,136,564	−2.3%	1.98%
BHVN	Biohaven Ltd. Healthcare	Held	738,972	0	$6,251,703	−25.1%	1.74%
ALXO	Alx Oncology Holdings Inc Healthcare	NEW	3,057,325	NEW	$6,129,936	NEW	1.70%
SKYE	Skye Bioscience, Inc. Healthcare	Held	9,681,763	0	$5,954,284	−18.0%	1.65%
RLYB	Rallybio Corp Healthcare	NEW	291,788	NEW	$2,617,338	NEW	0.73%
SLN	Silence Therapeutics plc Healthcare	Held	476,200	0	$2,509,574	−13.3%	0.70%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.