Column Group LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Column Group LLC reported 7 stock positions worth $160.5 million. Its top holding was Tenaya Therapeutics (TNYA) at 30.6% of the portfolio, followed by Oric Pharmaceuticals (ORIC, 30.3%) and NGM Biopharmaceuticals (NGM, 18.0%). Compared with Q4 2023, it opened 1 new position and reduced 2. The biggest buy was a new position in Sagimet Biosciences Class A (SGMT) and the biggest sale Surrozen (SRZN, shares −2%).

Most Recent 13F
Q2 2026
Location
San Francisco, CA
CIK
0001833486
Portfolio Value
$160.5M (Q1 2024)
SEC Filing
0000950123-24-005685 ↗ filed May 15, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $160.5M $160.5M Q1 2024 Q2 2024: $71.3M Q2 2024 Q3 2024: $69.6M Q3 2024 Q4 2024: $55.7M Q4 2024 Q1 2025: $44.2M Q1 2025 Q2 2025: $65.7M Q2 2025 Q3 2025: $81.0M Q3 2025 Q4 2025: $82.8M Q4 2025 Q1 2026: $100.7M Q1 2026 Q2 2026: $88.1M Q2 2026

Holdings 7 stocks · $160.5M
TNYA Tenaya Therapeutics Inc. 30.62% 9,400,290 $49.2M No change
ORIC Oric Pharmaceuticals Inc. 30.33% 3,540,777 $48.7M Reduce -0.8%
NGM NGM Biopharmaceuticals Inc. 17.96% 18,136,735 $28.8M No change
RAPT THERAPEUTICS INC 14.99% 2,680,621 $24.1M No change
SRZN Surrozen Inc. 6.03% 616,540 $9.7M Reduce -1.8%
SGMT Sagimet Biosciences Inc. Class A 0.06% 17,169 $93K New
RVMD Revolution Medicines Inc. 0.00% 46 $1K No change

Portfolio Sells Q4 2023 → Q1 2024
SRZN Surrozen Inc. Reduce -1.8% 6.03% +2.14
ORIC Oric Pharmaceuticals Inc. Reduce -0.8% 30.33% +8.64

Portfolio Buys Q4 2023 → Q1 2024
SGMT Sagimet Biosciences Inc. Class A New 0.06% +0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$88.1MSRZN, ORIC, RVMD
Q1 2026 3$100.7MSRZN, ORIC, RVMD
Q4 2025 5$82.8MSRZN, ORIC, TNYA, RAPT THERAPEUTICS INC, RVMD
Q3 2025 5$81.0MORIC, SRZN, TNYA, RAPT THERAPEUTICS INC, RVMD
Q2 2025 5$65.7MORIC, SRZN, RAPT THERAPEUTICS INC, TNYA, RVMD
Q1 2025 5$44.2MORIC, SRZN, TNYA, RAPT THERAPEUTICS INC, RVMD
Q4 2024 5$55.7MORIC, TNYA, SRZN, RAPT THERAPEUTICS INC, RVMD
Q3 2024 6$69.6MORIC, TNYA, SRZN, RAPT THERAPEUTICS INC, SGMT
Q2 2024 6$71.3MTNYA, ORIC, SRZN, RAPT THERAPEUTICS INC, SGMT
Q1 2024 7$160.5MTNYA, ORIC, NGM, RAPT THERAPEUTICS INC, SRZN