DOSSIER · 13F-HR · Q4 2025

Foresite Capital Management VI LLC

$331M in tracked AUM across 12 positions as of Q4 2025.

FC
CIK 0002013341 · last filed Dec 31, 2025
Total AUM
$331M
as of Q4 2025
Holdings
12
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

1. Portfolio Overview

The SEC 13F filing for Foresite Capital Management VI LLC reveals a period of significant consolidation and portfolio reduction for the quarter ending September 30, 2025. The firm executed a drastic reduction in assets under management (AUM), with the total portfolio value plummeting by 70.4% from $177.88M to $52.61M. This de-risking was achieved through a massive reduction in the number of holdings, which shrank from a much broader basket to just **5 posit...

The current portfolio structure is highly concentrated, indicating a high-conviction, low-diversification strategy. The top three holdings alone command 93.59% of the total portfolio value, leaving very little margin for error. This extreme concentration suggests the firm has moved away from a broad index-hedging or diversified venture strategy to a select few "best ideas," likely driven by specific clinical catalysts or a need to free up capital for redemptions or new opportunities outside the public equity scope.

2. Key Holdings

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
CGON
CG Oncology, Inc.
$92M2.2M27.9%
02
RAPT
RAPT Therapeutics, Inc.
$53M1.6M16.0%
03
ALMS
ALUMIS INC.
$41M4.2M12.5%
04
CNTA
Centessa Pharmaceuticals plc
$34M1.4M10.3%
05
VSTM
Verastem, Inc.
$24M3.1M7.3%
06
DNLI
Denali Therapeutics Inc.
$17M1.0M5.0%
07
NTRA
Natera, Inc.
$15M67K4.7%
08
AGIO
AGIOS PHARMACEUTICALS, INC.
$14M530K4.4%
09
KYMR
Kymera Therapeutics, Inc.
$11M146K3.4%
10
N0731H103
Atai Beckley N.V.
$11M2.8M3.4%

Filing history

2025Q4Dec 31
$331M 528.9%
12 positionsView →
2025Q3Sep 30
$53M 70.4%
5 positionsView →
2025Q2Jun 30
$178M 482.4%
20 positionsLocked
2025Q1Mar 31
$31M 86.4%
4 positionsLocked
2024Q4Dec 31
$224M
14 positionsLocked