Foresite Capital Management V, LLC

CIK 0001792206 · Q2 2026

13F Equity AUM

$362.2M

+33.7% QoQ

Positions

0 QoQ

AUM Rank

#4,514

Top 51%

Skill Alpha (FF)

-14.7%/yr^ns

No Clear Edge

Rank #8,186 · Top 99%

vs S&P -32.2%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 87.9%Top 10: 100.0%Top 20: 100.0%

ALMS45.8%

CGON21.2%

IRON7.5%

HIMS7.1%

PHVS6.3%

Eikon Therapeutics, Inc.4.8%

Odyssey Therapeutics, Inc.3.7%

LYEL1.9%

NRIX1.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare91.6%

Unclassified8.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 9Median: 6.34%Avg: 11.11%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

2(3.6%)

3–5%

2(8.4%)

5%+

5(87.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 9vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New1Increased2Decreased1Exited1

New Positions

Odyssey Therapeutics…3.7%

+713K

Increased

PHVS6.3%

+470K(+242%)

CGON21.2%

+75K(+7%)

Decreased

LYEL1.9%

-692(-0%)

Exited

MAZE

-25,905

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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