Samsara Biocapital, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Samsara Biocapital, LLC reported 41 stock positions worth $728.6 million. Its top holding was Scholar Rock (SRRK) at 33.3% of the portfolio, followed by Cargo Therapeutics (CRGX, 8.7%) and Septerna (SEPN, 8.7%). Compared with Q3 2024, it opened 5 new positions, sold out of 4, added to 2 and reduced 8. The biggest buy was a new position in Septerna (SEPN) and the biggest sale Arcellx (ACLX, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0001744967
- Portfolio Value
- $728.6M (Q4 2024)
- SEC Filing
- 0001104659-25-014316 ↗ filed Feb 14, 2025
Holdings Value
Holdings 41 stocks · $728.6M
| SRRK Scholar Rock Holding Corp. | 33.30% | 5,612,896 | $242.6M | Reduce -17.3% |
| CRGX Cargo Therapeutics Inc. | 8.74% | 4,415,689 | $63.7M | No change |
| SEPN Septerna Inc. | 8.70% | 2,768,520 | $63.4M | New |
| MLYS Mineralys Therapeutics Inc. | 8.57% | 5,074,916 | $62.5M | No change |
| NGNE Neurogene Inc. | 5.39% | 1,717,127 | $39.3M | Add +35.4% |
| UPB Upstream Bio Inc. | 5.00% | 2,217,146 | $36.4M | New |
| LENZ Lenz Therapeutics Inc. | 3.91% | 986,981 | $28.5M | Reduce -18.3% |
| ALMS Alumis Inc. | 3.52% | 3,266,498 | $25.7M | No change |
| ACLX Arcellx Inc. | 2.67% | 253,641 | $19.5M | Reduce -28.3% |
| ZYME Zymeworks Inc. | 2.01% | 1,000,000 | $14.6M | No change |
| JSPR Jasper Therapeutics Inc. | 1.72% | 584,642 | $12.5M | No change |
| AVDL Avadel Pharmaceuticals Ltd. | 1.40% | 967,527 | $10.2M | No change |
| RYTM Rhythm Pharmaceuticals Inc. | 1.33% | 172,647 | $9.7M | No change |
| NKTX Nkarta Inc. | 1.29% | 3,768,035 | $9.4M | No change |
| CTNM Contineum Therapeutics Inc. Class A | 1.18% | 588,816 | $8.6M | No change |
| PVLA Palvella Therapeutics Inc. | 1.12% | 679,486 | $8.2M | New |
| SLRN Acelyrin Inc. | 1.09% | 2,523,022 | $7.9M | No change |
| OKUR Onkure Therapeutics Inc. Class A | 0.97% | 824,155 | $7.1M | New |
| CYPH Cypherpunk Technologies Inc. filed as LEAP THERAPEUTICS INC | 0.96% | 2,442,352 | $7.0M | No change |
| ABVX Abivax SA-ADR | 0.85% | 850,000 | $6.2M | No change |
| ACRS Aclaris Therapeutics Inc. | 0.81% | 2,385,060 | $5.9M | Add +242.6% |
| GOSS Gossamer Bio Inc. | 0.76% | 6,130,268 | $5.5M | No change |
| CLYM Climb Bio Inc. | 0.64% | 2,609,114 | $4.7M | No change |
| VRNA Verona Pharma Ltd. | 0.62% | 97,625 | $4.5M | Reduce -50.0% |
| INZY Inozyme Pharma Inc. | 0.59% | 1,562,500 | $4.3M | No change |
| STRO Sutro Biopharma Inc. Com SHS | 0.55% | 2,196,814 | $4.0M | No change |
| ARTV Artiva Biotherapeutics Inc. | 0.40% | 291,666 | $2.9M | No change |
| VTVT VTV Therapeutics Inc. Class A | 0.39% | 206,784 | $2.9M | No change |
| TNGX Tango Therapeutics Inc. | 0.27% | 630,000 | $1.9M | No change |
| DAWN Day One Biopharmaceuticals I | 0.26% | 147,319 | $1.9M | No change |
| IMTX Immatics NV | 0.19% | 198,000 | $1.4M | No change |
| PRME Prime Medicine Inc. | 0.16% | 405,228 | $1.2M | Reduce -25.0% |
| TERN Terns Pharmaceuticals Inc. | 0.15% | 202,348 | $1.1M | No change |
| HLVX Hillevax Inc. | 0.11% | 399,637 | $827K | Reduce -50.0% |
| CRIS Curis Inc. | 0.08% | 198,216 | $607K | New |
| JANX Janux Therapeutics Inc. | 0.08% | 11,263 | $603K | Reduce -50.0% |
| BOLT Bolt Biotherapeutics Inc. | 0.08% | 1,049,153 | $561K | No change |
| LYRA Lyra Therapeutics Inc. | 0.06% | 1,965,689 | $406K | Reduce -29.3% |
| ALLK Allakos LLC | 0.03% | 172,089 | $208K | No change |
| KRON Kronos Bio Inc. | 0.01% | 78,131 | $74K | No change |
| ALLOVIR INC | 0.00% | 82,336 | $35K | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $33K (not counted above)
Total filed on the 13F, all lines: $728.6M.
Portfolio Sells Q3 2024 → Q4 2024
| ACLX Arcellx Inc. | Reduce -28.3% | 2.67% | −3.01 |
| LENZ Lenz Therapeutics Inc. | Reduce -18.3% | 3.91% | −1.60 |
| SYRS Syros Pharmaceuticals Inc. | Sold out | 0.00% | −0.74 |
| IOBTQ Io Biotech Inc. | Sold out | 0.00% | −0.73 |
| VRNA Verona Pharma Ltd. | Reduce -50.0% | 0.62% | −0.46 |
| PRME Prime Medicine Inc. | Reduce -25.0% | 0.16% | −0.24 |
| BCAX Bicara Therapeutics Inc. | Sold out | 0.00% | −0.17 |
| HLVX Hillevax Inc. | Reduce -50.0% | 0.11% | −0.16 |
| JANX Janux Therapeutics Inc. | Reduce -50.0% | 0.08% | −0.11 |
| LYRA Lyra Therapeutics Inc. | Reduce -29.3% | 0.06% | −0.08 |
| VIRX Viracta Therapeutics Inc. | Sold out | 0.00% | −0.03 |
| SRRK Scholar Rock Holding Corp. | Reduce -17.3% | 33.30% | +22.85 |
Portfolio Buys Q3 2024 → Q4 2024
| SEPN Septerna Inc. | New | 8.70% | +8.70 |
| UPB Upstream Bio Inc. | New | 5.00% | +5.00 |
| PVLA Palvella Therapeutics Inc. | New | 1.12% | +1.12 |
| OKUR Onkure Therapeutics Inc. Class A | New | 0.97% | +0.97 |
| ACRS Aclaris Therapeutics Inc. | Add +242.6% | 0.81% | +0.66 |
| CRIS Curis Inc. | New | 0.08% | +0.08 |
| NGNE Neurogene Inc. | Add +35.4% | 5.39% | −4.84 |
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 |