Institutional Manager · CIK 0002103725
AIHC Capital Management Ltd
CENTRAL, K3 · File #028-26081
Latest AUM
$106.7M
Positions
6
Top-10 Concentration
100.0%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | REVOLUTION MEDICINES INC | RVMDW | +900,392 | +$71.7M | $0 |
| NEW | PROTAGONIST THERAPEUTICS INC | PTGX | +189,823 | +$16.6M | $0 |
| NEW | ARRIVENT BIOPHARMA INC | AVBP | +644,788 | +$13.0M | $0 |
| NEW | COGENT BIOSCIENCES INC | COGT | +100,000 | +$3.6M | $0 |
| NEW | NOVABRIDGE BIOSCIENCES | NBP | +413,979 | +$1.6M | $0 |
| NEW | KORRO BIO INC | KRRO | +30,265 | +$242,423 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20256 pos · $106.7M
Top 6 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | RVMDW | 900,392 | $71.7M | 67.21% |
| 2 | PROTAGONIST THERAPEUTICS INC | PTGX | 189,823 | $16.6M | 15.54% |
| 3 | ARRIVENT BIOPHARMA INC | AVBP | 644,788 | $13.0M | 12.16% |
| 4 | COGENT BIOSCIENCES INC | COGT | 100,000 | $3.6M | 3.33% |
| 5 | NOVABRIDGE BIOSCIENCES | NBP | 413,979 | $1.6M | 1.54% |
| 6 | KORRO BIO INC | KRRO | 30,265 | $242,423 | 0.23% |