5AM Venture Management, LLC holds a focused book of 20 stocks worth $360.2M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Alx Oncology Holdings Inc and trimmed Erasca Inc. Their largest long position is Erasca Inc at 16% of the equity book. Cloning the disclosed picks since 2020 would be +71% (+8.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show 5AM Venture Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 52.6 points over this window.
Growth of $10,000 cloning 5AM Venture Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
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Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as 5AM Venture Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 22 / 20 | $1.2B |
| GEODE CAPITAL MANAGEMENT, LLC | 22 / 20 | $359.6M |
| MORGAN STANLEY | 22 / 20 | $272.1M |
| UBS Group AG | 22 / 20 | $112.4M |
| JPMORGAN CHASE & CO | 21 / 20 | $62.4M |
| BNP PARIBAS FINANCIAL MARKETS | 21 / 20 | $55.1M |
| GOLDMAN SACHS GROUP INC | 20 / 20 | $311.5M |
| MILLENNIUM MANAGEMENT LLC | 20 / 20 | $197.6M |
Ranked by how many of 5AM Venture Management, LLC's top 20 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Erasca Inc COM | $56.4M | 3.49M | 15.7% | ▼−36% Reduced · −1.9M sh | |
| 2 | Entrada Therapeutics Inc COM | $51.2M | 4.06M | 14.2% | —Held | |
| 3 | Tyra Biosciences Inc COM | $39.4M | 1.03M | 10.9% | —Held | |
| 4 | Camp4 Therapeutics Corp COM | $25.9M | 5.87M | 7.2% | —Held | |
| 5 | Centessa Pharmaceuticals PLC SPONSORED ADS | $23.1M | 580.9K | 6.4% | —Held | |
| 6 | Pharvaris N V COM | $22.5M | 797.6K | 6.3% | —Held | |
| 7 | Maplight Therapeutics Inc COM | $19.3M | 950.0K | 5.4% | —Held | |
| 8 | Tectonic Therapeutic Inc COM | $18.8M | 606.7K | 5.2% | —Held | |
| 9 | Celldex Therapeutics Inc New COM NEW | $15.8M | 497.3K | 4.4% | —Held | |
| 10 | Artiva Biotherapeutics Inc COM | $15.2M | 2.35M | 4.2% | —Held | |
| 11 | Eyepoint Inc COM NEW | $13.5M | 1.05M | 3.8% | —Held | |
| 12 | Surrozen Inc COM NEW | $11.3M | 387.5K | 3.1% | —Held | |
| 13 | Zentalis Pharmaceuticals Inc COM | $9.2M | 3.95M | 2.6% | —Held | |
| 14 | GH Research PLC ORDINARY SHARES | $8.1M | 572.7K | 2.2% | —Held | |
| 15 | Protara Therapeutics Inc COM STK | $7.1M | 1.37M | 2.0% | —Held | |
| 16 | Biohaven Ltd COM | $6.3M | 739.0K | 1.7% | —Held | |
| 17 | Alx Oncology Hldgs Inc COM | $6.1M | 3.06M | 1.7% | ▲New New position | |
| 18 | Skye Bioscience Inc COM NEW | $6.0M | 9.68M | 1.7% | —Held | |
| 19 | Rallybio Corp COM | $2.6M | 291.8K | 0.7% | ▲New New position | |
| 20 | Silence Therapeutics PLC ADS | $2.5M | 476.2K | 0.7% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 20 | $360.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 21 | $318.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 25 | $273.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 29 | $260.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 31 | $264.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 31 | $419.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 28 | $484.0M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 28 | $447.1M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 26 | $446.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 25 | $377.0M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 26 | $347.5M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 24 | $401.4M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 24 | $391.0M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 21 | $372.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 21 | $522.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 21 | $404.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 19 | $457.8M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 3, 2022 | 17 | $532.8M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 16 | $492.5M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 12 | $397.3M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 11 | $555.4M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 10 | $296.9M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 9 | $380.3M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 5, 2020 | 9 | $456.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.