Avalon Ventures Management, LLC — 13F Holdings & Portfolio

CIK 2026666 · latest 13F-HR filed 2025-11-13

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$14.2M

Long-equity book

Holdings

2

Distinct positions

Period

2025-09-30

Filed 2025-11-13

Q/Q Activity

+0 / −0 / ↑1 / ↓1

vs 2025-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • JANUX THERAPEUTICS INC$302.4K +30.2%
Show all 1

Top Trims

  • KALTURA INC-$5.1M -28.4%
Show all 1

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 KALTURA INC KLTR 483467106 $12.9M 90.83% 8,962,707 SH
2 JANUX THERAPEUTICS INC JANX 47103J105 $1.3M 9.17% 53,300 SH
Filing History
Period Filed AUM Holdings Accession
2025-09-30 2025-11-13 $14.2M 2 0002026666-25-000005
2025-06-30 2025-07-25 $19.0M 2 0001415889-25-020289