本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Ponoi II Management, LLC (CIK 1746488) reported $38.3M across 4 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: NGM ($17.0M, 44.41%), RVMD ($13.5M, 35.31%), NRIX ($4.3M, 11.14%), RAPT ($3.5M, 9.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NGM | NGM Biopharmaceuticals Inc | $17.0M | 44.41% | 1.3M | Hold |
| 2 | RVMD | Revolution Medicines Inc | $13.5M | 35.31% | 685,011 | Hold |
| 3 | NRIX | Nurix Therapeutics Inc | $4.3M | 11.14% | 327,123 | Hold |
| 4 | RAPT | RAPT Therapeutics Inc | $3.5M | 9.14% | 145,401 | Hold |
来源：SEC 13F 申报文件 · 截至 2022-09-30