Samsara Biocapital, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Samsara Biocapital, LLC reported 37 stock positions worth $646.3 million. Its top holding was Scholar Rock (SRRK) at 18.7% of the portfolio, followed by Cargo Therapeutics (CRGX, 14.2%) and Mineralys Therapeutics (MLYS, 10.1%). Compared with Q4 2023, it opened 3 new positions, sold out of 5, added to 4 and reduced 2. The biggest buy was a new position in Lenz Therapeutics (LENZ) and the biggest sale an exit from Rayzebio (RYZB).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0001744967
- Portfolio Value
- $646.3M (Q1 2024)
- SEC Filing
- 0001104659-24-061946 ↗ filed May 15, 2024
Holdings Value
Holdings 37 stocks · $646.3M
| SRRK Scholar Rock Holding Corp. | 18.65% | 6,788,609 | $120.6M | No change |
| CRGX Cargo Therapeutics Inc. | 14.23% | 4,121,689 | $92.0M | No change |
| MLYS Mineralys Therapeutics Inc. | 10.14% | 5,074,916 | $65.5M | Add +12.3% |
| NGNE Neurogene Inc. | 9.98% | 1,267,790 | $64.5M | No change |
| NKTX Nkarta Inc. | 6.30% | 3,768,035 | $40.7M | Add +31.4% |
| ACLX Arcellx Inc. | 4.88% | 453,641 | $31.6M | Reduce -1.5% |
| LENZ Lenz Therapeutics Inc. | 4.18% | 1,208,473 | $27.0M | New |
| LYRA Lyra Therapeutics Inc. | 2.68% | 2,780,261 | $17.3M | No change |
| SLRN Acelyrin Inc. | 2.63% | 2,523,022 | $17.0M | No change |
| AVDL Avadel Pharmaceuticals plc | 2.53% | 967,527 | $16.3M | No change |
| JSPR Jasper Therapeutics Inc. | 2.38% | 525,000 | $15.4M | New |
| ZYME Zymeworks Inc. | 2.37% | 1,458,875 | $15.3M | No change |
| HLVX Hillevax Inc. | 2.06% | 799,274 | $13.3M | No change |
| ABVX Abivax SA-ADR | 1.88% | 850,000 | $12.2M | No change |
| INZY Inozyme Pharma Inc. | 1.85% | 1,562,500 | $12.0M | No change |
| SYRS Syros Pharmaceuticals Inc. | 1.48% | 1,786,427 | $9.6M | No change |
| STRO Sutro Biopharma Inc. Com SHS | 1.46% | 1,675,579 | $9.5M | No change |
| RYTM Rhythm Pharmaceuticals Inc. | 1.16% | 172,647 | $7.5M | No change |
| GOSS Gossamer Bio Inc. | 1.12% | 6,130,268 | $7.2M | No change |
| JANX Janux Therapeutics Inc. | 1.05% | 180,207 | $6.8M | Reduce -50.0% |
| IOBTQ Io Biotech Inc. | 0.97% | 3,640,015 | $6.3M | No change |
| VRNA Verona Pharma Ltd. | 0.87% | 347,500 | $5.6M | No change |
| TNGX Tango Therapeutics Inc. | 0.77% | 630,000 | $5.0M | No change |
| VTVT VTV Therapeutics Inc. Class A | 0.75% | 206,784 | $4.9M | Add +405.7% |
| IMTX Immatics NV | 0.64% | 396,000 | $4.2M | No change |
| ADVM Adverum Biotechnologies Inc. | 0.64% | 291,666 | $4.1M | New |
| PRME Prime Medicine Inc. | 0.59% | 540,304 | $3.8M | Add +14.9% |
| DAWN Day One Biopharmaceuticals I | 0.50% | 196,425 | $3.2M | No change |
| CYPH Cypherpunk Technologies Inc. filed as LEAP THERAPEUTICS INC | 0.28% | 669,303 | $1.8M | No change |
| IGMS Igm Biosciences Inc. | 0.23% | 154,664 | $1.5M | No change |
| BOLT Bolt Biotherapeutics Inc. | 0.23% | 1,049,153 | $1.5M | No change |
| TERN Terns Pharmaceuticals Inc. | 0.21% | 202,348 | $1.3M | No change |
| ACRS Aclaris Therapeutics Inc. | 0.13% | 696,171 | $863K | No change |
| VIRX Viracta Therapeutics Inc. | 0.11% | 689,709 | $704K | No change |
| ALLK Allakos LLC | 0.03% | 172,089 | $217K | No change |
| KRON Kronos Bio Inc. | 0.02% | 78,131 | $102K | No change |
| ALLOVIR INC | 0.01% | 82,336 | $62K | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $43K (not counted above)
Total filed on the 13F, all lines: $646.4M.
Portfolio Sells Q4 2023 → Q1 2024
| RYZB Rayzebio Inc. | Sold out | 0.00% | −17.85 |
| GRPH Graphite Bio Inc. | Sold out | 0.00% | −3.45 |
| PEPG Pepgen Inc. | Sold out | 0.00% | −0.46 |
| RAIN ONCOLOGY INC | Sold out | 0.00% | −0.38 |
| SNCE Science 37 Holdings Inc. | Sold out | 0.00% | −0.04 |
| JANX Janux Therapeutics Inc. | Reduce -50.0% | 1.05% | +0.45 |
| ACLX Arcellx Inc. | Reduce -1.5% | 4.88% | +0.91 |
Portfolio Buys Q4 2023 → Q1 2024
| LENZ Lenz Therapeutics Inc. | New | 4.18% | +4.18 |
| MLYS Mineralys Therapeutics Inc. | Add +12.3% | 10.14% | +4.09 |
| NKTX Nkarta Inc. | Add +31.4% | 6.30% | +3.36 |
| JSPR Jasper Therapeutics Inc. | New | 2.38% | +2.38 |
| VTVT VTV Therapeutics Inc. Class A | Add +405.7% | 0.75% | +0.68 |
| ADVM Adverum Biotechnologies Inc. | New | 0.64% | +0.64 |
| PRME Prime Medicine Inc. | Add +14.9% | 0.59% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 24 | $1.2B | SRRK, ALMS, MLYS, SEPN, ALMR |
| Q1 2026 | 22 | $1.0B | SRRK, MLYS, ALMS, SEPN, KLRS |
| Q4 2025 | 20 | $969.2M | SRRK, MLYS, KLRS, SEPN, ALMS |
| Q3 2025 | 25 | $765.9M | MLYS, SRRK, KLRS, SEPN, NGNE |
| Q2 2025 | 27 | $488.9M | SRRK, MLYS, SEPN, KLRS, NGNE |
| Q1 2025 | 35 | $560.8M | SRRK, KLRS, MLYS, NGNE, ALMS |
| Q4 2024 | 41 | $728.6M | SRRK, CRGX, SEPN, MLYS, NGNE |
| Q3 2024 | 40 | $520.3M | CRGX, MLYS, SRRK, NGNE, ALMS |
| Q2 2024 | 38 | $477.8M | CRGX, MLYS, SRRK, NGNE, ACLX |
| Q1 2024 | 37 | $646.3M | SRRK, CRGX, MLYS, NGNE, NKTX |