Samsara BioCapital LLC's Q1 2026 13F: 3 new positions, 2 exits
Form 13F-HR for the quarter ended Mar 31, 2026 · filed May 15, 2026 · 22 reported positions · accession 0001744967-26-000005
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| New | SPYGLASS PHARMA INC (SGP) | — | 5.3% | +5.3 pts | +2.11M sh | new |
| Increased | SUTRO BIOPHARMA INC (STRO) | 0.2% | 2.6% | +2.3 pts | +858K sh | +420% |
| Increased | ALUMIS INC (ALMS) | 5.8% | 13.6% | +7.8 pts | +588K sh | +10% |
| Reduced | PALVELLA THERAPEUTICS INC NE (PVLA) | 1.1% | 0.5% | −0.7 pts | −66,385 sh | −63% |
| New | AGOMAB THERAPEUTICS NV (AGMB) | — | 0.6% | +0.6 pts | +600K sh | new |
| New | COHERUS ONCOLOGY INC (CHRS) | — | 0.6% | +0.6 pts | +3.43M sh | new |
| Reduced | ABIVAX SA (ABVX) | 1.0% | 0.6% | −0.4 pts | −18,861 sh | −25% |
| Exited | CONTINEUM THERAPEUTICS INC (CTNM) | 0.1% | — | −0.1 pts | −72,245 sh | −100% |
| Reduced | X4 PHARMACEUTICALS INC (XFOR) | 0.8% | 0.7% | −0.1 pts | −127K sh | −7% |
| Exited | NUVATION BIO INC (NUVBWS) | 0.0% | — | 0.0 pts | −124K sh | −100% |
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 92.0% of the equity book
Changes in the top 10 this quarter: SGP entered · STRO entered · JBIO entered · GOSS left · UPB left · AQST left
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | SCHOLAR ROCK HLDG CORP (SRRK) | 31.3% | 32.9% | |
| 2 | MINERALYS THERAPEUTICS INC (MLYS) | 22.0% | 15.5% | |
| 3 | ALUMIS INC (ALMS) | 5.8% | 13.6% | |
| 4 | SEPTERNA INC (SEPN) | 9.1% | 7.4% | |
| 5 | KALARIS THERAPEUTICS INC (KLRS) | 11.3% | 7.3% | |
| 6 | SPYGLASS PHARMA INC (SGP) | 0.0% | 5.3% | Entered the top 10 |
| 7 | NEUROGENE INC (NGNE) | 3.6% | 3.4% | |
| 8 | INVENTIVA SA (IVA) | 2.5% | 2.8% | |
| 9 | SUTRO BIOPHARMA INC (STRO) | 0.2% | 2.6% | Entered the top 10 |
| 10 | JADE BIOSCIENCES INC (JBIO) | 1.5% | 1.3% | Entered the top 10 |
| — | GOSSAMER BIO INC (GOSS) | 2.3% | 0.2% | Left the top 10 |
| — | UPSTREAM BIO INC (UPB) | 2.1% | 0.6% | Left the top 10 |
| — | AQUESTIVE THERAPEUTICS INC (AQST) | 1.7% | 1.0% | Left the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).