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Peter Chernin

Peter Chernin

TCG Crossover

Value

3.0B

Stocks

43 Stocks (8 new)

Turnover

25.36%

CIK

1839948

Top Holdings

ABVX(31.74%) COGT(6.90%) CGON(5.04%) TNGX(3.74%) CNTA(3.55%)

About Investor

Established investor leading TCG Crossover, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.

Investor Philosophy

Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.

Ticker Put/Call Company Name Industry Value Shares Weighting % Share Change Change in Share % Market Cap
ABVX - ABIVAX SA AMERICAN DEPOSITARY SHARES Health Care 959.03M 7,111,596 31.74% 0 - 10,075M
COGT - COGENT BIOSCIENCES INC Health Care 208.44M 5,868,162 6.90% -930,000 -13.68% 5,803M
CGON - CG ONCOLOGY INC Health Care 152.39M 3,670,206 5.04% 0 - 4,536M
TNGX - TANGO THERAPEUTICS INC Health Care 113.07M 12,762,094 3.74% 4,225,898 49.51% 1,659M
CNTA - CENTESSA PHARMACEUTICALS PLC Health Care 107.20M 4,286,480 3.55% 1,150,000 36.67% 3,757M
DYN - DYNE THERAPEUTICS INC Health Care 90.27M 4,615,144 2.99% 0 - 2,537M
RAPT - RAPT THERAPEUTICS INC Health Care 87.47M 2,582,408 2.89% 946,133 57.82% 1,675M
TYRA - TYRA BIOSCIENCES INC Health Care 76.19M 2,898,103 2.52% 0 - 1,556M
AMLX - AMYLYX PHARMACEUTICALS INC Health Care 75.43M 6,243,812 2.50% 0 - 1,544M
SVRA - SAVARA INC Health Care 74.54M 12,362,205 2.47% 0 - 1,132M
GLUE - MONTE ROSA THERAPEUTICS INC Health Care 72.48M 4,622,151 2.40% 4,622,151 New Buy 1,394M
OCUL - OCULAR THERAPEUTIX INC Health Care 69.69M 5,740,231 2.31% -377,001 -6.16% 1,493M
DNTH - DIANTHUS THERAPEUTICS INC Health Care 69.09M 1,676,624 2.29% 0 - 2,049M
EYPT - EYEPOINT PHARMACEUTICALS INC Health Care 65.27M 3,572,335 2.16% 0 - 1,186M
GPCR - STRUCTURE THERAPEUTICS INC Health Care 64.05M 920,857 2.12% -142,143 -13.37% 4,904M
SYRE - SPYRE THERAPEUTICS INC Health Care 62.26M 1,900,582 2.06% 800,000 72.69% 2,831M
FULC - FULCRUM THERAPEUTICS INC Health Care 59.38M 5,250,000 1.97% 0 - 720M
LQDA - LIQUIDIA TECHNOLOGIES INC Health Care 58.98M 1,710,084 1.95% 0 - 3,062M
BHVN - BIOHAVEN LTD Health Care 52.29M 4,631,317 1.73% 4,631,317 New Buy 1,525M
IMVT - IMMUNOVANT INC Health Care 42.22M 1,660,933 1.40% 1,660,933 New Buy 5,410M
KOD - KODIAK SCIENCES INC Health Care 40.42M 1,445,538 1.34% 300,000 26.19% 1,465M
ADCT - ADC THERAPEUTICS SA Health Care 40.21M 11,390,175 1.33% 10,000,000 719.33% 513M
LBRX - LB PHARMACEUTICALS INC Health Care 38.84M 1,745,015 1.29% -1 0.00% 608M
XNCR - XENCOR INC Health Care 37.54M 2,452,138 1.24% 0 - 803M
RVMD - REVOLUTION MEDICINES INC Health Care 34.77M 436,473 1.15% 0 - 19,222M
AGIO - AGIOS PHARMACEUTICALS INC Health Care 32.17M 1,181,841 1.06% -248,200 -17.36% 1,593M
ARVN - ARVINAS HOLDING CO LLC Health Care 31.62M 2,666,216 1.05% 1,048,851 64.85% 863M
RLAY - RELAY THERAPEUTICS INC Health Care 27.24M 3,220,186 0.90% 1,409,835 77.88% 1,574M
JANX - JANUX THERAPEUTICS INC Health Care 24.70M 1,789,617 0.82% 1,789,617 New Buy 802M
TRDA - ENTRADA THERAPEUTICS INC Health Care 21.47M 2,088,392 0.71% 1,503,437 257.02% 421M
MBX - MBX BIOSCIENCES INC Health Care 20.50M 650,000 0.68% 0 - 1,781M
UPB - UPSTREAM BIO INC Health Care 20.20M 743,886 0.67% -1,373,217 -64.86% 445M
SLN - SILENCE THERAPEUTICS PLC Health Care 18.44M 3,033,560 0.61% 0 - 227M
URGN - UROGEN PHARMA LTD Health Care 16.80M 717,347 0.56% 0 - 1,025M
ALEC - ALECTOR INC Health Care 15.60M 10,000,000 0.52% 10,000,000 New Buy 216M
MNPR - MONOPAR THERAPEUTICS INC Health Care 9.27M 141,915 0.31% -11,085 -7.25% 362M
AVTX - AVALO THERAPEUTICS INC Health Care 8.77M 483,000 0.29% 0 - 278M
MAZE - MAZE THERAPEUTICS INC Health Care 7.20M 173,816 0.24% 173,816 New Buy 2,169M
MIRM - MIRUM PHARMACEUTICALS INC Health Care 4.90M 62,049 0.16% 62,049 New Buy 6,265M
LONA - Athira Pharma, Inc. Health Care 3.35M 464,398 0.11% 464,398 New Buy 44M
KRRO - KORRO BIO INC Health Care 3.33M 416,301 0.11% 0 - 106M
VTYX - VENTYX BIOSCIENCES INC Health Care 2.86M 316,195 0.09% 0 - 1,001M
VTGN - VISTAGEN THERAPEUTICS INC Health Care 1.77M 2,676,580 0.06% 0 - 20M

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