Holdings
Inception Portfolio
As of Jun 30, 2026, Inception Portfolio reported 47 positions worth US$262M. Largest: Agilon Health, Inc., Cloudflare, Inc. and Opendoor Technologies Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Agilon Health, Inc. | 240K | US$25.7M | +67,844 | Jun 30, 2026 |
| Cloudflare, Inc. | 103K | US$25.2M | +2,769 | Jun 30, 2026 |
| Opendoor Technologies Inc | 4.51M | US$20.8M | +208K | Jun 30, 2026 |
| Aurora Innovation, Inc. | 2.72M | US$18.5M | −29,317 | Jun 30, 2026 |
| Ionq, Inc. | 311K | US$16.6M | −36,518 | Jun 30, 2026 |
| X4 Pharmaceuticals, Inc. | 2.31M | US$10.8M | −24,888 | Jun 30, 2026 |
| Healthequity, Inc. | 113K | US$10.2M | +15,389 | Jun 30, 2026 |
| Celsius Holdings, Inc. | 341K | US$9.97M | new | Jun 30, 2026 |
| Immunovant, Inc. | 252K | US$9.71M | −2,716 | Jun 30, 2026 |
| Grail, Inc. | 132K | US$9.01M | +6,947 | Jun 30, 2026 |