SEC 13F Intelligence

Managers / Q1 2026

Foresite Capital Management IV, LLC

CIK 0001704132 · 9200 W. SUNSET BOULEVARD, SUITE 515, WEST HOLLYWOOD, CA, 90069 · 415-877-4887

Reported Value
$237M
Q1 2026
Positions
8
Filings on Record
31
2019–present window
Filed
May 15, 2026
original filing

Summary

Foresite Capital Management IV, LLC reported $237M in U.S.-listed holdings across 8 positions for Q1 2026.

The portfolio is heavily concentrated: Pharvaris N V alone accounts for 56.9% of reported value.

Compared with Q4 2025, the fund opened 1 new position and exited 0.

Portfolio Metrics

Turnover
+10.9%
vs prior filed quarter
Largest Position
+56.9%
Pharvaris N V

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $218MQ4 ’18Q1 ’19: $278MQ2 ’19: $354MQ3 ’19: $309MQ4 ’19: $232MQ4 ’19Q1 ’20: $81MQ2 ’20: $205MQ3 ’20: $443MQ4 ’20: $921MQ4 ’20Q1 ’21: $835MQ2 ’21: $740MQ3 ’21: $679MQ4 ’21: $486MQ4 ’21Q1 ’22: $357MQ2 ’22: $371MQ3 ’22: $311MQ4 ’22: $234MQ4 ’22Q1 ’23: $193MQ2 ’23: $203MQ3 ’23: $180MQ4 ’23: $198MQ4 ’23Q1 ’24: $198MQ2 ’24: $149MQ3 ’24: $153MQ4 ’24: $109MQ4 ’24Q1 ’25: $111MQ2 ’25: $124MQ3 ’25: $183MQ4 ’25: $230MQ4 ’25Q1 ’26: $237Mfilingsflow.com

Portfolio Composition

By security type
Other: 56.9%Common Stock: 43.1%
  • Other · 56.9% · $135M
  • Common Stock · 43.1% · $102M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
EIKNEikon Therapeutics, Inc.NEW+1.94M1.94M+$21M$21M
MAZEMaze Therapeutics, Inc.TRIMMED365.8K156.9K$17M$5M
CYTKCYTOKINETICS INCADDED+45.0K503.3K+$4M$33M
LYELLyell Immunopharma, Inc.HELD+0800.4K$9M$16M
Pharvaris N.V.HELD+04.78M+$2M$135M
ALECAlector, Inc.HELD+03.89M+$2M$8M
XENEXenon Pharmaceuticals Inc.HELD+0160.0K+$2M$9M
RLAYRelay Therapeutics, Inc.HELD+01.00M+$1M$10M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

8 positions
#IssuerClass% PortfolioValueShares
1Pharvaris N.V.COM56.94%$135M4.78M
2CYTKCYTOKINETICS INChistory →COM13.99%$33M503.3K
3EIKNEikon Therapeutics, Inc.history →COM8.67%$21M1.94M
4LYELLyell Immunopharma, Inc.history →COM6.77%$16M800.4K
5RLAYRelay Therapeutics, Inc.history →COM4.20%$10M1.00M
6XENEXenon Pharmaceuticals Inc.history →COM3.92%$9M160.0K
7ALECAlector, Inc.history →COM3.53%$8M3.89M
8MAZEMaze Therapeutics, Inc.history →COM1.98%$5M156.9K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$237M8May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$230M7Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$183M6Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$124M6Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$111M5May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$109M4Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$153M5Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$149M4Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$198M5May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$198M5Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$180M7Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$203M7Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$193M8May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$234M8Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$311M8Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$371M8Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$357M9May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$486M9Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$679M12Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$740M13Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$835M13May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$921M13Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$443M15Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$205M12Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$81M11May 28, 2020RESTATEMENTchanges · EDGAR ↗
Q4 2019$232M14Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$309M19Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$354M22Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$278M16May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$218M18Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.