Managers / Q1 2019 · view latest →
Foresite Capital Management IV, LLC
CIK 0001704132 · 9200 W. SUNSET BOULEVARD, SUITE 515, WEST HOLLYWOOD, CA, 90069 · 415-877-4887
Summary
Foresite Capital Management IV, LLC reported $278M in U.S.-listed holdings across 16 positions for Q1 2019.
Its largest position, INSM, represents 16.0% of the portfolio.
Portfolio Metrics
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
Portfolio Composition
- Common Stock · 81.0% · $225M
- Other · 19.0% · $53M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| INSMInsmed Incorporated | NEW | +1.53M | 1.53M | +$45M | $45M |
| CymaBay Therapeutics, Inc. | NEW | +2.63M | 2.63M | +$35M | $35M |
| ASNDAscendis Pharma A/S | NEW | +245.4K | 245.4K | +$29M | $29M |
| Biohaven Pharmaceutical Holding Company Ltd. | NEW | +518.6K | 518.6K | +$27M | $27M |
| OptiNose, Inc. | NEW | +2.43M | 2.43M | +$25M | $25M |
| IMMUImmunomedics, Inc. | NEW | +1.16M | 1.16M | +$22M | $22M |
| Myokardia, Inc. | NEW | +385.0K | 385.0K | +$20M | $20M |
| REPLReplimune Group, Inc. | NEW | +1.23M | 1.23M | +$19M | $19M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2019
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | INSMInsmed Incorporatedhistory → | COM | 16.02% | $45M | 1.53M |
| 2 | CymaBay Therapeutics, Inc. | COM | 12.56% | $35M | 2.63M |
| 3 | ASNDAscendis Pharma A/Shistory → | SPONSORED ADR | 10.38% | $29M | 245.4K |
| 4 | Biohaven Pharmaceutical Holding Company Ltd. | COM | 9.59% | $27M | 518.6K |
| 5 | OptiNose, Inc. | COM | 8.99% | $25M | 2.43M |
| 6 | IMMUImmunomedics, Inc.history → | COM | 8.02% | $22M | 1.16M |
| 7 | Myokardia, Inc. | COM | 7.19% | $20M | 385.0K |
| 8 | REPLReplimune Group, Inc.history → | COM | 6.73% | $19M | 1.23M |
| 9 | CYTKCytokinetics Incorporatedhistory → | COM NEW | 5.01% | $14M | 1.72M |
| 10 | RYTMRhythm Pharmaceuticals, Inc.history → | COM | 3.99% | $11M | 405.0K |
| 11 | ALECAlector, Inc.history → | COM | 3.84% | $11M | 1.20M |
| 12 | Aerie Pharmaceuticals, Inc. | COM | 3.62% | $10M | 211.8K |
| 13 | SIBNSI-BONE, Inc.history → | COM | 1.39% | $4M | 205.6K |
| 14 | VYGRVoyager Therapeutics, Inc.history → | COM | 1.22% | $3M | 177.8K |
| 15 | ABUSArbutus Biopharma Corporationhistory → | COM | 1.04% | $3M | 804.4K |
| 16 | Kiniksa Pharmaceuticals, Ltd. | Class A Common | 0.41% | $1M | 63.9K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $237M | 8 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $230M | 7 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $183M | 6 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $124M | 6 | Aug 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $111M | 5 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $109M | 4 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $153M | 5 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $149M | 4 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $198M | 5 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $198M | 5 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $180M | 7 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $203M | 7 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $193M | 8 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $234M | 8 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $311M | 8 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $371M | 8 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $357M | 9 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $486M | 9 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $679M | 12 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $740M | 13 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $835M | 13 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $921M | 13 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $443M | 15 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $205M | 12 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $81M | 11 | May 28, 2020 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2019 | $232M | 14 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $309M | 19 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $354M | 22 | Aug 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $278M | 16 | May 14, 2019 | 13F-HR | changes · 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 ↗.