Blue Water Life Science Advisors, LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Blue Water Life Science Advisors, LP reported 8 stock positions worth $126.3 million. Its top holding was Natera (NTRA) at 22.3% of the portfolio, followed by Adaptive Biotechnologies (ADPT, 19.8%) and Guardant Health (GH, 18.1%). Compared with Q1 2025, it opened 1 new position, added to 2 and reduced 2. The biggest buy was a new position in 10X Genomics Class A (TXG) and the biggest sale Guardant Health (GH, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001789778
- Portfolio Value
- $126.3M (Q2 2025)
- SEC Filing
- 0001420506-25-002029 ↗ filed Aug 14, 2025
Holdings Value
Holdings 8 stocks · $126.3M
| NTRA Natera Inc. | 22.26% | 166,494 | $28.1M | Reduce -20.1% |
| ADPT Adaptive Biotechnologies | 19.78% | 2,145,145 | $25.0M | No change |
| GH Guardant Health Inc. | 18.09% | 439,047 | $22.8M | Reduce -36.7% |
| CDNA Caredx Inc. | 11.20% | 724,014 | $14.1M | No change |
| TXG 10X Genomics Inc. Class A | 10.09% | 1,100,720 | $12.7M | New |
| PSNL Personalis Inc. | 8.70% | 1,676,300 | $11.0M | Add +42.6% |
| QTRX Quanterix Corp. | 5.04% | 957,747 | $6.4M | Add +157.3% |
| AKYA Akoya Biosciences Inc. | 4.83% | 4,697,785 | $6.1M | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 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 |