Samsara Biocapital, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Samsara Biocapital, LLC reported 38 stock positions worth $477.8 million. Its top holding was Cargo Therapeutics (CRGX) at 15.2% of the portfolio, followed by Mineralys Therapeutics (MLYS, 12.4%) and Scholar Rock (SRRK, 11.8%). Compared with Q1 2024, it opened 2 new positions, sold out of 1, added to 3 and reduced 3. The biggest buy was a new position in Climb Bio (CLYM) and the biggest sale Janux Therapeutics (JANX, shares −75%).

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001744967
Portfolio Value
$477.8M (Q2 2024)
SEC Filing
0001104659-24-089652 ↗ filed Aug 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $646.3M Q1 2024 Q2 2024: $477.8M $477.8M Q2 2024 Q3 2024: $520.3M Q3 2024 Q4 2024: $728.6M Q4 2024 Q1 2025: $560.8M Q1 2025 Q2 2025: $488.9M Q2 2025 Q3 2025: $765.9M Q3 2025 Q4 2025: $969.2M Q4 2025 Q1 2026: $1.0B Q1 2026 Q2 2026: $1.2B Q2 2026

Holdings 38 stocks · $477.8M
CRGX Cargo Therapeutics Inc. 15.18% 4,415,689 $72.5M Add +7.1%
MLYS Mineralys Therapeutics Inc. 12.43% 5,074,916 $59.4M No change
SRRK Scholar Rock Holding Corp. 11.84% 6,788,609 $56.5M No change
NGNE Neurogene Inc. 9.66% 1,267,790 $46.1M No change
ACLX Arcellx Inc. 5.24% 453,641 $25.0M No change
CLYM Climb Bio Inc. filed as ELIEM THERAPEUTICS INC 4.85% 3,261,393 $23.2M New
NKTX Nkarta Inc. 4.66% 3,768,035 $22.3M No change
LENZ Lenz Therapeutics Inc. 4.37% 1,208,473 $20.9M No change
AVDL Avadel Pharmaceuticals Ltd. 2.85% 967,527 $13.6M No change
JSPR Jasper Therapeutics Inc. 2.49% 525,000 $11.9M No change
HLVX Hillevax Inc. 2.42% 799,274 $11.6M No change
ABVX Abivax SA-ADR 2.35% 850,000 $11.2M No change
SLRN Acelyrin Inc. 2.33% 2,523,022 $11.1M No change
CTNM Contineum Therapeutics Inc. Class A 2.17% 588,817 $10.4M New
SYRS Syros Pharmaceuticals Inc. 1.93% 1,786,427 $9.2M No change
ZYME Zymeworks Inc. 1.78% 1,000,000 $8.5M Reduce -31.4%
RYTM Rhythm Pharmaceuticals Inc. 1.48% 172,647 $7.1M No change
INZY Inozyme Pharma Inc. 1.46% 1,562,500 $7.0M No change
STRO Sutro Biopharma Inc. Com SHS 1.35% 2,196,814 $6.4M Add +31.1%
GOSS Gossamer Bio Inc. 1.16% 6,130,268 $5.5M No change
TNGX Tango Therapeutics Inc. 1.13% 630,000 $5.4M No change
VRNA Verona Pharma Ltd. 1.05% 347,500 $5.0M No change
CYPH Cypherpunk Technologies Inc. filed as LEAP THERAPEUTICS INC 1.00% 2,442,352 $4.8M Add +264.9%
IOBTQ Io Biotech Inc. 0.89% 3,640,015 $4.3M No change
VTVT VTV Therapeutics Inc. Class A 0.76% 206,784 $3.7M No change
PRME Prime Medicine Inc. 0.58% 540,304 $2.8M No change
DAWN Day One Biopharmaceuticals I 0.57% 196,425 $2.7M No change
IMTX Immatics NV 0.48% 198,000 $2.3M Reduce -50.0%
JANX Janux Therapeutics Inc. 0.40% 45,052 $1.9M Reduce -75.0%
TERN Terns Pharmaceuticals Inc. 0.29% 202,348 $1.4M No change
IGMS Igm Biosciences Inc. 0.22% 154,664 $1.1M No change
BOLT Bolt Biotherapeutics Inc. 0.16% 1,049,153 $787K No change
LYRA Lyra Therapeutics Inc. 0.16% 2,780,261 $769K No change
ACRS Aclaris Therapeutics Inc. 0.16% 696,171 $766K No change
VIRX Viracta Therapeutics Inc. 0.08% 689,709 $375K No change
ALLK Allakos LLC 0.04% 172,089 $172K No change
KRON Kronos Bio Inc. 0.02% 78,131 $97K No change
ALLOVIR INC 0.01% 82,336 $60K No change
Other holdings (2): bonds, preferreds, convertibles and warrants · $23K (not counted above)
SecurityClassShares / PrincipalValueChange
NUVB.WS Nuvation Bio Inc. -CW27 *W EXP 02/10/202 133,333$21KNo change
SRZNW Surrozen Inc.-CW25 *W EXP 08/01/203 99,999$2KNo change

Total filed on the 13F, all lines: $477.8M.

Portfolio Sells Q1 2024 → Q2 2024
JANX Janux Therapeutics Inc. Reduce -75.0% 0.40% −0.65
ADVM Adverum Biotechnologies Inc. Sold out 0.00% −0.64
ZYME Zymeworks Inc. Reduce -31.4% 1.78% −0.59
IMTX Immatics NV Reduce -50.0% 0.48% −0.16

Portfolio Buys Q1 2024 → Q2 2024
CLYM Climb Bio Inc. New 4.85% +4.85
CTNM Contineum Therapeutics Inc. Class A New 2.17% +2.17
CRGX Cargo Therapeutics Inc. Add +7.1% 15.18% +0.94
CYPH Cypherpunk Technologies Inc. Add +264.9% 1.00% +0.73
STRO Sutro Biopharma Inc. Com SHS Add +31.1% 1.35% −0.12

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 24$1.2BSRRK, ALMS, MLYS, SEPN, ALMR
Q1 2026 22$1.0BSRRK, MLYS, ALMS, SEPN, KLRS
Q4 2025 20$969.2MSRRK, MLYS, KLRS, SEPN, ALMS
Q3 2025 25$765.9MMLYS, SRRK, KLRS, SEPN, NGNE
Q2 2025 27$488.9MSRRK, MLYS, SEPN, KLRS, NGNE
Q1 2025 35$560.8MSRRK, KLRS, MLYS, NGNE, ALMS
Q4 2024 41$728.6MSRRK, CRGX, SEPN, MLYS, NGNE
Q3 2024 40$520.3MCRGX, MLYS, SRRK, NGNE, ALMS
Q2 2024 38$477.8MCRGX, MLYS, SRRK, NGNE, ACLX
Q1 2024 37$646.3MSRRK, CRGX, MLYS, NGNE, NKTX