Managers / Q1 2020 · 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 $81M in U.S.-listed holdings across 11 positions for Q1 2020.
The portfolio is heavily concentrated: CYTK alone accounts for 31.6% of reported value.
Compared with Q4 2019, the fund opened 4 new positions and exited 7.
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 · 92.2% · $75M
- Other · 7.8% · $6M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2019 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| Biohaven Pharmaceutical Holding Company Ltd. | NEW | +156.4K | 156.4K | +$5M | $5M |
| bluebird bio, Inc. | NEW | +50.0K | 50.0K | +$2M | $2M |
| Kiniksa Pharmaceuticals, Ltd. | NEW | +65.0K | 65.0K | +$1M | $1M |
| QUREuniQure N.V. | NEW | +19.1K | 19.1K | +$905,000 | $905,000 |
| The Medicines Company | SOLD OUT | −403.2K | 0 | −$34M | $0 |
| ABUSArbutus BioPharma Corp. | SOLD OUT | −3.71M | 0 | −$10M | $0 |
| ASNDAscendis Pharma A/S | SOLD OUT | −69.0K | 0 | −$10M | $0 |
| OptiNose, Inc. | SOLD OUT | −870.8K | 0 | −$8M | $0 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2020
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | CYTKCytokinetics Incorporatedhistory → | COM | 31.64% | $26M | 2.18M |
| 2 | Myokardia, Inc. | COM | 17.76% | $14M | 307.4K |
| 3 | FULCFulcrum Therapeutics, Inc.history → | COM | 14.70% | $12M | 998.7K |
| 4 | INSMInsmed Incorporatedhistory → | COM | 13.40% | $11M | 678.3K |
| 5 | Biohaven Pharmaceutical Holding Company Ltd. | COM | 6.56% | $5M | 156.4K |
| 6 | VYGRVoyager Therapeutics, Inc.history → | COM | 5.83% | $5M | 516.8K |
| 7 | Aerie Pharmaceuticals, Inc. | COM | 3.79% | $3M | 227.7K |
| 8 | bluebird bio, Inc. | COM | 2.83% | $2M | 50.0K |
| 9 | Kiniksa Pharmaceuticals, Ltd. | COM | 1.24% | $1M | 65.0K |
| 10 | KURAKura Oncology, Inc.history → | COM | 1.14% | $925,000 | 93.0K |
| 11 | QUREuniQure N.V.history → | SHS | 1.12% | $905,000 | 19.1K |
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 ↗.