5AM Venture Management, LLC holds a focused book of 16 reported positions worth $287.9M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed Surrozen Inc. Their largest long position is Maplight Therapeutics Inc at 12% of the reported non-option book. Cloning the disclosed picks since 2020 would be +79% (+9.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 55.5 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.
100% mapped to company sectors
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 (an exit at the prior quarter-end), no cost basis
No buys this quarter.
Other tracked managers holding the same core names as 5AM Venture Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Velan Capital Investment Management LP | 4 / 16 | $29.0M |
| Commodore Capital LP | 4 / 16 | $225.2M |
| Kynam Capital Management, LP | 2 / 16 | $221.0M |
| Stempoint Capital LP | 7 / 16 | $67.9M |
| Kalehua Capital Management LLC | 3 / 16 | $19.2M |
| Superstring Capital Management LP | 3 / 16 | $15.7M |
| Cormorant Asset Management, LP | 3 / 16 | $164.9M |
| TCG Crossover Management, LLC | 8 / 16 | $297.6M |
Ranked by the share of each fund's own book sitting in the names it shares with 5AM Venture Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Maplight Therapeutics Inc COM | $34.0M | 950.0K | 11.8% | —Held | |
| 2 | Tyra Biosciences Inc COM | $32.9M | 1.03M | 11.4% | —Held | |
| 3 | Entrada Therapeutics Inc COM | $29.9M | 4.06M | 10.4% | —Held | |
| 4 | Pharvaris N V COM | $27.6M | 797.6K | 9.6% | —Held | |
| 5 | Camp4 Therapeutics Corp COM | $25.6M | 5.87M | 8.9% | —Held | |
| 6 | Artiva Biotherapeutics Inc COM | $22.8M | 2.35M | 7.9% | —Held | |
| 7 | Tectonic Therapeutic Inc COM | $20.9M | 606.7K | 7.2% | —Held | |
| 8 | Zentalis Pharmaceuticals Inc COM | $19.1M | 3.95M | 6.7% | —Held | |
| 9 | Celldex Therapeutics Inc New COM NEW | $18.5M | 497.3K | 6.4% | —Held | |
| 10 | Eyepoint Inc COM NEW | $15.0M | 1.05M | 5.2% | —Held | |
| 11 | Biohaven Ltd COM | $11.0M | 739.0K | 3.8% | —Held | |
| 12 | Surrozen Inc COM NEW | $7.0M | 271.3K | 2.4% | ▼−30% Reduced · −116K sh | |
| 13 | Skye Bioscience Inc COM NEW | $6.7M | 9.68M | 2.3% | —Held | |
| 14 | Alx Oncology Hldgs Inc COM | $6.3M | 3.06M | 2.2% | —Held | |
| 15 | Protara Therapeutics Inc COM STK | $5.2M | 1.37M | 1.8% | —Held | |
| 16 | Silence Therapeutics PLC ADS | $5.2M | 476.2K | 1.8% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1799883/holdings"
Use Arkolith to show 5AM Venture Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 16 | $287.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 20 | $360.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 21 | $318.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 25 | $273.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 29 | $260.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 31 | $264.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 31 | $419.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 28 | $484.0M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 28 | $447.1M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 26 | $446.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 25 | $377.0M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 45d | 26 | $347.5M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 24 | $401.4M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 45d | 24 | $391.0M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 45d | 21 | $372.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 21 | $522.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 46d | 21 | $404.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 46d | 19 | $457.8M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 3, 2022 | 34d | 17 | $532.8M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 46d | 16 | $492.5M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 47d | 12 | $397.3M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 47d | 11 | $555.4M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 47d | 10 | $296.9M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 47d | 9 | $380.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.