Blue Water Life Science Advisors, LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Blue Water Life Science Advisors, LP reported 7 stock positions worth $100.9 million. Its top holding was Guardant Health (GH) at 29.3% of the portfolio, followed by Natera (NTRA, 29.2%) and Adaptive Biotechnologies (ADPT, 15.8%). Compared with Q4 2024, it sold out of 2, added to 3 and reduced 1. The biggest buy was Quanterix (QTRX, shares +375%) and the biggest sale Natera (NTRA, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001789778
- Portfolio Value
- $100.9M (Q1 2025)
- SEC Filing
- 0001420506-25-001188 ↗ filed May 15, 2025
Holdings Value
Holdings 7 stocks · $100.9M
| GH Guardant Health Inc. | 29.30% | 694,047 | $29.6M | No change |
| NTRA Natera Inc. | 29.21% | 208,494 | $29.5M | Reduce -18.2% |
| ADPT Adaptive Biotechnologies | 15.79% | 2,145,145 | $15.9M | No change |
| CDNA Caredx Inc. | 12.73% | 724,014 | $12.9M | Add +19.9% |
| AKYA Akoya Biosciences Inc. | 6.47% | 4,697,785 | $6.5M | No change |
| PSNL Personalis Inc. | 4.09% | 1,175,400 | $4.1M | Add +3.8% |
| QTRX Quanterix Corp. | 2.40% | 372,175 | $2.4M | Add +374.8% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $158.8M | CDNA, TXG, PSNL, ADPT, GH |
| Q1 2026 | 10 | $124.7M | TXG, GH, CDNA, ADPT, TWST |
| Q4 2025 | 9 | $159.3M | GH, NTRA, ADPT, PSNL, QTRX |
| Q3 2025 | 7 | $109.6M | ADPT, GH, NTRA, PSNL, CDNA |
| Q2 2025 | 8 | $126.3M | NTRA, ADPT, GH, CDNA, TXG |
| Q1 2025 | 7 | $100.9M | GH, NTRA, ADPT, CDNA, AKYA |
| Q4 2024 | 9 | $112.9M | NTRA, GH, CDNA, ADPT, AKYA |
| Q3 2024 | 8 | $113.7M | NTRA, CDNA, EXAS, AKYA, ADPT |
| Q2 2024 | 8 | $102.8M | NTRA, GH, AKYA, CDNA, TXG |
| Q1 2024 | 8 | $106.3M | NTRA, AKYA, GH, TXG, QTRX |