Column Group LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 15, 2024), Column Group LLC reported 6 stock positions worth $71.3 million. Its top holding was Tenaya Therapeutics (TNYA) at 40.9% of the portfolio, followed by Oric Pharmaceuticals (ORIC, 35.1%) and Surrozen (SRZN, 12.4%). Compared with Q1 2024, it sold out of 1 and added to 1. The biggest buy was Surrozen (SRZN, shares +31%) and the biggest sale an exit from NGM Biopharmaceuticals (NGM).

Most Recent 13F
Q2 2026
Location
San Francisco, CA
CIK
0001833486
Portfolio Value
$71.3M (Q2 2024)
SEC Filing
0000950123-24-008866 ↗ filed Aug 15, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $160.5M Q1 2024 Q2 2024: $71.3M $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 6 stocks · $71.3M
TNYA Tenaya Therapeutics Inc. 40.88% 9,400,290 $29.1M No change
ORIC Oric Pharmaceuticals Inc. 35.12% 3,540,777 $25.0M No change
SRZN Surrozen Inc. 12.44% 810,088 $8.9M Add +31.4%
RAPT THERAPEUTICS INC 11.47% 2,680,621 $8.2M No change
SGMT Sagimet Biosciences Inc. Class A 0.08% 17,169 $59K No change
RVMD Revolution Medicines Inc. 0.00% 46 $2K No change

Portfolio Sells Q1 2024 → Q2 2024
NGM NGM Biopharmaceuticals Inc. Sold out 0.00% −17.96

Portfolio Buys Q1 2024 → Q2 2024
SRZN Surrozen Inc. Add +31.4% 12.44% +6.41

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