StockDriftsStockDriftsTop 16 5am Venture Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MPLT | MAPLIGHT THERAPEUTICS INC | 11.83% | 950.0K | $34.0M | +0.00%(+0) | $17.56(-33.11%) | 2026-06-30 | |
| TYRA | TYRA BIOSCIENCES INC | 11.42% | 1.03M | $32.9M | +0.00%(+0) | $15.49(+63.27%) | 2026-06-30 | |
| TRDA | ENTRADA THERAPEUTICS INC | 10.37% | 4.06M | $29.9M | +0.00%(+0) | $17.12(-56.42%) | 2026-06-30 | |
| PHVS | PHARVARIS N V | 9.58% | 797.6K | $27.6M | +0.00%(+0) | $21.23(+65.50%) | 2026-06-30 | |
| CAMP | CAMP4 THERAPEUTICS CORP | 8.91% | 5.87M | $25.6M | +0.00%(+0) | $3.72(+46.27%) | 2026-06-30 | |
| ARTV | ARTIVA BIOTHERAPEUTICS INC | 7.93% | 2.35M | $22.8M | +0.00%(+0) | $15.45(-25.89%) | 2026-06-30 | |
| TECX | TECTONIC THERAPEUTIC INC | 7.24% | 606.7K | $20.9M | +0.00%(+0) | $16.28(+114.37%) | 2026-06-30 | |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | 6.65% | 3.95M | $19.1M | +0.00%(+0) | $4.04(-11.78%) | 2026-06-30 | |
| CLDX | CELLDEX THERAPEUTICS INC NEW | 6.43% | 497.3K | $18.5M | +0.00%(+0) | $34.32(+22.24%) | 2026-06-30 | |
| EYPT | EYEPOINT INC | 5.22% | 1.05M | $15.0M | +0.00%(+0) | $8.65(+70.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.53% | +54.19% | -1.94% | -9.35% |
| Top 20 Holdings Unweighted | +45.23% | +206.30% | +19.67% | +145.47% |
5am Venture Management LLC reports $287.89M in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are MPLT (11.8%), TYRA (11.4%) and TRDA (10.4%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +54.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 5am Venture Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1799883). View 5am Venture Management LLC’s 13F filings on SEC