TECX in the 13F filings

Tectonic Therapeutic Inc · CUSIP 878972108

New listing in Q2 2024· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it

Sector · Pharmaceuticals and biotechnology Theme · Biological products Theme · Healthcare: biopharma and medtech· L3VLUP-defined

Quarter

Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Quarter end: 30 Jun 2024; the date the book describes
Filed: 14 Aug 2024; up to 45 days after the quarter end
Managers listing it: 1; at least, of 95 tracked, among listed positions
Comparable managers: 94; filed both Q1 2024 and Q2 2024; 0 listed it in both
Shares listed: 431,010; combined, among listed positions
Reported value: $7.1m; combined, at the quarter end

Among the 94 comparable managers: 1 buyer (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +431,010.

Managers listing TECX in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

1 of 1 holder

				Action		Filing
Farallon Capital Management LLC	431,010	$7.1m	under 0.1%	New	new	14 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Farallon Capital Management LLCnew position · 431,010 shares now+431,010

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Farallon Capital Management LLC$7.1m

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

1 in Q2 2024 to 1 in Q3 2025

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

TECX and GILD →TECX and AMGN →TECX and ARGX →Choose a stock to compare with TECX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own TECX, latest filings →Back to the 13F Explorer →

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Illustrative figures. Default values are plausible starting points chosen so a model has somewhere to begin. They are not data, not a view on any company, and not calibrated to anything. Outputs move with whatever you type in.

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Quarter	Holders	Reported value	Buyers	Sellers
Q2 2024	1	$7.1m	1	0
Q3 2024	2	$18m	2	0
Q4 2024	2	$39m	2	0
Q1 2025	2	$20m	2	0
Q2 2025	1	$17m	0	0
Q3 2025	1	$10m	0	1