VR Adviser, LLC

CIK
0001615982
City
New York
State / Country
NY

Top Portfolio Positions

26 positions · $2,010,235,185 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
APGE
Apogee Therapeutics, Inc.
8,493,321 $641,075,869 31.89%
ORKA
Oruka Therapeutics, Inc.
Healthcare
4,148,428 $125,738,852 6.25%
VRDN
Viridian Therapeutics, Inc.\DE
Healthcare
3,882,709 $120,829,904 6.01%
SYRE
Spyre Therapeutics, Inc.
Healthcare
3,685,448 $120,735,276 6.01%
KALV
KalVista Pharmaceuticals, Inc.
Healthcare
6,728,985 $108,673,107 5.41%
OCUL
Ocular Therapeutix, Inc
Healthcare
7,315,547 $88,810,740 4.42%
SVRA
Savara Inc
Healthcare
13,740,375 $82,854,461 4.12%
COGT
Cogent Biosciences, Inc.
Healthcare
2,000,000 $71,040,000 3.53%
ERAS
Erasca, Inc.
Healthcare
17,857,083 $66,428,348 3.30%
CTMX
CytomX Therapeutics, Inc.
Healthcare
15,561,500 $66,291,990 3.30%

Portfolio Trend

24 quarters · across all stocks

Holdings in SVRA

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Shares Held

Position Value (USD)

12 of 12 shown
Report Date Value (USD) Shares
2025-12-31 $82,854,461 13,740,375
2025-09-30 $45,271,323 12,681,043
2025-06-30 $20,256,119 8,884,263
2025-03-31 $9,023,660 3,257,639
2023-12-31 $16,450,000 3,500,000
2023-09-30 $27,158,789 7,184,865
2023-06-30 $20,293,141 6,351,531
2023-03-31 $12,385,485 6,351,531
2022-12-31 $9,844,873 6,351,531
2022-09-30 $7,060,308 4,555,038
2022-06-30 $6,258,645 4,117,530
2022-03-31 $2,495,897 1,905,265