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Ponoi Management 13F Portfolio

Portfolio Manager
Ponoi Management, Llc
Performance
0% (N/A)
AUM (13F)
$73.24K
# of Holdings
4
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q3 2022

Ponoi Management, Llc Holdings Map

Top 4 Ponoi Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RAPT
RAPT Therapeutics Inc
52.54%1.60M$38Knew2022-Q3: 1.60M shares2022-09-30
NGM
NGM Biopharmaceuticals Inc
23.2%1.30M$17Knew2022-Q3: 1.30M shares2022-09-30
RVMD
Revolution Medicines Inc
18.44%685.0K$14Knew2022-Q3: 685.0K shares2022-09-30
NRIX
Nurix Therapeutics Inc
5.82%327.1K$4Knew2022-Q3: 327.1K shares2022-09-30

About Ponoi Management, Llc’s portfolio

Ponoi Management, Llc reports $73.24K in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are RAPT (52.5%), NGM (23.2%) and RVMD (18.4%). Figures reflect the Q3 2022 filing.

Portfolio concentration

Portfolio concentration
RAPT — 52.5% ($38.5K)NGM — 23.2% ($17.0K)RVMD — 18.4% ($13.5K)NRIX — 5.8% ($4.3K)
100%in top 4
  • RAPT52.5%
  • NGM23.2%
  • RVMD18.4%
  • NRIX5.8%

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Source filings

Holdings on this page are parsed from Ponoi Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1720702). View Ponoi Management, Llc’s 13F filings on SEC

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