AIHC Capital Management Ltd

Portfolio Overview

AIHC Capital Management Ltd disclosed 5 positions worth $119.7M in its Form 13F-HR for Q1 2026, led by $RVMD (Revolution Medicines, Inc.) at 67.4% of the equity portfolio, followed by $ORIC and $NBP. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $ORIC and a full exit from $PTGX. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from AIHC Capital Management Ltd’s Form 13F-HR filing with the SEC under CIK 2103725.

• 

  Revolution Medicines, Inc.

  $RVMD

  —

  Quality

  $80.6M828,974 sh
• 

  Oric Pharmaceuticals, Inc.

  $ORIC

  —

  Quality

  $31.2M2,459,551 sh
• 

  NovaBridge Biosciences

  $NBP

  —

  Quality

  $5.6M2,262,933 sh
• 

  Cogent Biosciences, Inc.

  $COGT

  —

  Quality

  $2.0M51,402 sh
• 

  Korro Bio, Inc.

  $KRRO

  5.8

  Quality

  $342.6K30,265 sh

Company	Quality	Value	Shares
Revolution Medicines, Inc.$RVMD	—	$80.6M	828,974
Oric Pharmaceuticals, Inc.$ORIC	—	$31.2M	2,459,551
NovaBridge Biosciences$NBP	—	$5.6M	2,262,933
Cogent Biosciences, Inc.$COGT	—	$2.0M	51,402
Korro Bio, Inc.$KRRO	5.8	$342.6K	30,265

Showing top 5 of 5 holdings.

Full Holdings — AIHC Capital Management Ltd (Q1 2026)

All 5 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$RVMD	Revolution Medicines, Inc.	$80.6M	67.4%	-8%	—
2	$ORIC	Oric Pharmaceuticals, Inc.	$31.2M	26.0%	NEW	—
3	$NBP	NovaBridge Biosciences	$5.6M	4.7%	+447%	—
4	$COGT	Cogent Biosciences, Inc.	$2.0M	1.6%	-49%	—
5	$KRRO	Korro Bio, Inc.	$342,600	0.3%	+0%	5.8