In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Lunate Capital Ltd reported 5 stock positions worth $119.6 million . Its top holding was Revolution Medicines (RVMD) at 44.7% of the portfolio, followed by Sailpoint (SAIL, 33.2% ) and Lineage (LINE, 16.4% ). Compared with Q4 2025, it reduced 1. The biggest sale was Revolution Medicines (RVMD, shares −75% ).
Location AL MARYAH ISLAND, ABU DHABI, C0
CIK 0002056786
Portfolio Value $119.6M (Q1 2026) Holdings 5 stocks · $119.6M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 RVMD Revolution Medicines Inc. 549,050 $53.4M Reduce -75.0% SAIL Sailpoint Inc. 3,000,000 $39.7M No change LINE Lineage Inc. 600,000 $19.7M No change NMRA Neumora Therapeutics Inc. 2,124,143 $4.1M No change NAVN Navan Inc. Class A 200,000 $2.6M No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $806K (not counted above) Security Class Shares / Principal Value Change RVMDW Revolution Medicines Inc.-28 *W EXP 12/17/202 450,000 $806K No change
Total filed on the 13F, all lines: $120.4M.
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ RVMD Revolution Medicines Inc. Reduce -75.0% 44.66% −21.64
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ None this quarter.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 10 $196.0M SAIL, BIRK, LINE, BXSL, GSBD Q1 2026 5 $119.6M RVMD, SAIL, LINE, NMRA, NAVN Q4 2025 5 $263.8M RVMD, SAIL, LINE, NMRA, NAVN Q3 2025 Amended 5 $220.6M RVMD, SAIL, FIGR, LINE, NMRA Q2 2025 5 $178.0M RVMD, SAIL, LINE, NMRA, IOT Q1 2025 4 $171.2M RVMD, SAIL, LINE, NMRA