Samsara Biocapital, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Samsara Biocapital, LLC reported 35 stock positions worth $560.8 million. Its top holding was Scholar Rock (SRRK) at 32.2% of the portfolio, followed by Kalaris Therapeutics (KLRS, 16.4%) and Mineralys Therapeutics (MLYS, 16.1%). Compared with Q4 2024, it opened 2 new positions, sold out of 8, added to 2 and reduced 8. The biggest buy was a new position in Kalaris Therapeutics (KLRS) and the biggest sale Upstream Bio (UPB, shares −7%).

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001744967
Portfolio Value
$560.8M (Q1 2025)
SEC Filing
0001415889-25-013106 ↗ filed May 15, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $646.3M Q1 2024 Q2 2024: $477.8M Q2 2024 Q3 2024: $520.3M Q3 2024 Q4 2024: $728.6M Q4 2024 Q1 2025: $560.8M $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 35 stocks · $560.8M

SRRK Scholar Rock Holding Corp. 32.18% 5,612,896 $180.5M No change
KLRS Kalaris Therapeutics Inc. 16.39% 11,448,081 $91.9M New
MLYS Mineralys Therapeutics Inc. 16.07% 5,674,916 $90.1M Add +11.8%
NGNE Neurogene Inc. 3.59% 1,717,127 $20.1M No change
ALMS Alumis Inc. 3.58% 3,266,498 $20.1M No change
PVLA Palvella Therapeutics Inc. 3.39% 679,486 $19.0M No change
SEPN Septerna Inc. 3.25% 3,149,128 $18.2M Add +13.8%
CRGX Cargo Therapeutics Inc. 3.20% 4,415,689 $18.0M No change
LENZ Lenz Therapeutics Inc. 2.41% 526,390 $13.5M Reduce -46.7%
UPB Upstream Bio Inc. 2.26% 2,067,146 $12.7M Reduce -6.8%
ACLX Arcellx Inc. 1.58% 135,276 $8.9M Reduce -46.7%
ZYME Zymeworks Inc. 1.42% 666,667 $7.9M Reduce -33.3%
AVDL Avadel Pharmaceuticals Ltd. 1.35% 967,527 $7.6M No change
RYTM Rhythm Pharmaceuticals Inc. 1.30% 138,118 $7.3M Reduce -20.0%
NKTX Nkarta Inc. 1.24% 3,768,035 $6.9M No change
GOSS Gossamer Bio Inc. 1.20% 6,130,268 $6.7M No change
SLRN Acelyrin Inc. 1.11% 2,523,022 $6.2M No change
CTNM Contineum Therapeutics Inc. Class A 0.73% 588,816 $4.1M No change
VTVT VTV Therapeutics Inc. Class A 0.64% 206,784 $3.6M No change
OKUR Onkure Therapeutics Inc. Class A 0.63% 824,155 $3.5M No change
SRZN Surrozen Inc. 0.50% 241,400 $2.8M New
ABVX Abivax SA-ADR 0.47% 425,000 $2.7M Reduce -50.0%
STRO Sutro Biopharma Inc. Com SHS 0.25% 2,196,814 $1.4M No change
INZY Inozyme Pharma Inc. 0.25% 1,562,500 $1.4M No change
ARTV Artiva Biotherapeutics Inc. 0.16% 291,666 $875K No change
TNGX Tango Therapeutics Inc. 0.15% 630,000 $863K No change
PRME Prime Medicine Inc. 0.14% 405,228 $806K No change
CYPH Cypherpunk Technologies Inc. filed as LEAP THERAPEUTICS INC 0.13% 2,442,352 $745K No change
HLVX Hillevax Inc. 0.10% 399,637 $579K No change
TERN Terns Pharmaceuticals Inc. 0.10% 202,348 $558K No change
BOLT Bolt Biotherapeutics Inc. 0.07% 1,049,153 $420K No change
CRIS Curis Inc. 0.07% 185,943 $390K Reduce -6.2%
LYRA Lyra Therapeutics Inc. 0.03% 1,390,130 $176K Reduce -29.3%
KRON Kronos Bio Inc. 0.01% 78,131 $64K No change
ALLK Allakos LLC 0.01% 172,089 $39K No change
Other holdings (2): bonds, preferreds, convertibles and warrants · $46K (not counted above)
SecurityClassShares / PrincipalValueChange
NUVB.WS Nuvation Bio Inc. -CW27 *W EXP 02/10/202 133,333$43KNo change
SRZNW Surrozen Inc.-CW25 *W EXP 08/01/203 99,999$3KNo change

Total filed on the 13F, all lines: $560.8M.

Portfolio Sells Q4 2024 → Q1 2025

UPB Upstream Bio Inc. Reduce -6.8% 2.26% −2.75
JSPR Jasper Therapeutics Inc. Sold out 0.00% −1.72
LENZ Lenz Therapeutics Inc. Reduce -46.7% 2.41% −1.50
ACLX Arcellx Inc. Reduce -46.7% 1.58% −1.09
ACRS Aclaris Therapeutics Inc. Sold out 0.00% −0.81
CLYM Climb Bio Inc. Sold out 0.00% −0.64
VRNA Verona Pharma Ltd. Sold out 0.00% −0.62
ZYME Zymeworks Inc. Reduce -33.3% 1.42% −0.59
ABVX Abivax SA-ADR Reduce -50.0% 0.47% −0.38
DAWN Day One Biopharmaceuticals I Sold out 0.00% −0.26
IMTX Immatics NV Sold out 0.00% −0.19
JANX Janux Therapeutics Inc. Sold out 0.00% −0.08
LYRA Lyra Therapeutics Inc. Reduce -29.3% 0.03% −0.02
RYTM Rhythm Pharmaceuticals Inc. Reduce -20.0% 1.30% −0.02
CRIS Curis Inc. Reduce -6.2% 0.07% −0.01
ALLOVIR INC Sold out 0.00% −0.00

Portfolio Buys Q4 2024 → Q1 2025

KLRS Kalaris Therapeutics Inc. New 16.39% +16.39
MLYS Mineralys Therapeutics Inc. Add +11.8% 16.07% +7.50
SRZN Surrozen Inc. New 0.50% +0.50
SEPN Septerna Inc. Add +13.8% 3.25% −5.45

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