Blue Water Life Science Advisors, LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Blue Water Life Science Advisors, LP reported 7 stock positions worth $109.6 million. Its top holding was Adaptive Biotechnologies (ADPT) at 29.3% of the portfolio, followed by Guardant Health (GH, 23.1%) and Natera (NTRA, 20.8%). Compared with Q2 2025, it opened 1 new position, sold out of 2 and reduced 3. The biggest buy was a new position in Tempus AI Class A (TEM) and the biggest sale an exit from 10X Genomics Class A (TXG).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001789778
- Portfolio Value
- $109.6M (Q3 2025)
- SEC Filing
- 0001420506-25-003275 ↗ filed Nov 14, 2025
Holdings Value
Holdings 7 stocks · $109.6M
| ADPT Adaptive Biotechnologies | 29.28% | 2,145,145 | $32.1M | No change |
| GH Guardant Health Inc. | 23.12% | 405,647 | $25.3M | Reduce -7.6% |
| NTRA Natera Inc. | 20.78% | 141,494 | $22.8M | Reduce -15.0% |
| PSNL Personalis Inc. | 9.97% | 1,676,300 | $10.9M | No change |
| CDNA Caredx Inc. | 6.77% | 510,000 | $7.4M | Reduce -29.6% |
| TEM Tempus AI Inc. Class A | 5.33% | 72,412 | $5.8M | New |
| QTRX Quanterix Corp. | 4.74% | 957,747 | $5.2M | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| TEM Tempus AI Inc. Class A | New | 5.33% | +5.33 |
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 |