Lunate Capital Ltd

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Lunate Capital Ltd reported 4 stock positions worth $171.2 million. Its top holding was Revolution Medicines (RVMD) at 45.4% of the portfolio, followed by Sailpoint (SAIL, 32.9%) and Lineage (LINE, 20.5%).

Most Recent 13F
Q2 2026
Location
AL MARYAH ISLAND, ABU DHABI, C0
CIK
0002056786
Portfolio Value
$171.2M (Q1 2025)
SEC Filing
0001011438-25-000228 ↗ filed Apr 25, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2025: $171.2M $171.2M Q1 2025 Q2 2025: $178.0M Q2 2025 Q3 2025: $220.6M Q3 2025 Q4 2025: $263.8M Q4 2025 Q1 2026: $119.6M Q1 2026 Q2 2026: $196.0M Q2 2026

Holdings 4 stocks · $171.2M
RVMD Revolution Medicines Inc. 45.36% 2,196,200 $77.7M —
SAIL Sailpoint Inc. 32.85% 3,000,000 $56.3M —
LINE Lineage Inc. 20.55% 600,000 $35.2M —
NMRA Neumora Therapeutics Inc. 1.24% 2,124,143 $2.1M —

Portfolio Sells Q1 2025

No earlier filing to compare with.

Portfolio Buys Q1 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$196.0MSAIL, BIRK, LINE, BXSL, GSBD
Q1 2026 5$119.6MRVMD, SAIL, LINE, NMRA, NAVN
Q4 2025 5$263.8MRVMD, SAIL, LINE, NMRA, NAVN
Q3 2025Amended 5$220.6MRVMD, SAIL, FIGR, LINE, NMRA
Q2 2025 5$178.0MRVMD, SAIL, LINE, NMRA, IOT
Q1 2025 4$171.2MRVMD, SAIL, LINE, NMRA