Samsara Biocapital, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Samsara Biocapital, LLC reported 27 stock positions worth $488.9 million. Its top holding was Scholar Rock (SRRK) at 40.7% of the portfolio, followed by Mineralys Therapeutics (MLYS, 15.7%) and Septerna (SEPN, 6.8%). Compared with Q1 2025, it opened 2 new positions, sold out of 10, added to 1 and reduced 8. The biggest buy was a new position in Aura Biosciences (AURA) and the biggest sale Palvella Therapeutics (PVLA, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0001744967
- Portfolio Value
- $488.9M (Q2 2025)
- SEC Filing
- 0001415889-25-021908 ↗ filed Aug 14, 2025
Holdings Value
Holdings 27 stocks · $488.9M
| SRRK Scholar Rock Holding Corp. | 40.66% | 5,612,896 | $198.8M | No change |
| MLYS Mineralys Therapeutics Inc. | 15.70% | 5,674,916 | $76.8M | No change |
| SEPN Septerna Inc. | 6.81% | 3,149,128 | $33.3M | No change |
| KLRS Kalaris Therapeutics Inc. | 6.25% | 11,448,081 | $30.6M | No change |
| NGNE Neurogene Inc. | 5.25% | 1,717,127 | $25.7M | No change |
| CRGX Cargo Therapeutics Inc. | 3.72% | 4,415,689 | $18.2M | No change |
| UPB Upstream Bio Inc. | 3.24% | 1,443,231 | $15.8M | Reduce -30.2% |
| ALMS Alumis Inc. | 2.95% | 4,801,370 | $14.4M | Add +47.0% |
| LENZ Lenz Therapeutics Inc. | 2.06% | 343,012 | $10.1M | Reduce -34.8% |
| PVLA Palvella Therapeutics Inc. | 1.57% | 339,743 | $7.7M | Reduce -50.0% |
| GOSS Gossamer Bio Inc. | 1.54% | 6,130,268 | $7.5M | No change |
| ACLX Arcellx Inc. | 1.37% | 101,457 | $6.7M | Reduce -25.0% |
| AURA Aura Biosciences Inc. | 1.28% | 1,000,000 | $6.3M | New |
| NKTX Nkarta Inc. | 1.28% | 3,768,035 | $6.3M | No change |
| AVDL Avadel Pharmaceuticals Ltd. | 1.22% | 675,504 | $6.0M | Reduce -30.2% |
| JBIO Jade Biosciences Inc. | 1.09% | 531,163 | $5.3M | New |
| ZYME Zymeworks Inc. | 0.80% | 310,300 | $3.9M | Reduce -53.5% |
| RYTM Rhythm Pharmaceuticals Inc. | 0.65% | 50,476 | $3.2M | Reduce -63.5% |
| VTVT VTV Therapeutics Inc. Class A | 0.63% | 206,784 | $3.1M | No change |
| CTNM Contineum Therapeutics Inc. Class A | 0.48% | 588,816 | $2.3M | No change |
| SRZN Surrozen Inc. | 0.44% | 241,400 | $2.2M | No change |
| STRO Sutro Biopharma Inc. Com SHS | 0.32% | 2,196,814 | $1.6M | No change |
| TNGX Tango Therapeutics Inc. | 0.22% | 210,000 | $1.1M | Reduce -66.7% |
| HLVX Hillevax Inc. | 0.16% | 399,637 | $795K | No change |
| TERN Terns Pharmaceuticals Inc. | 0.15% | 202,348 | $755K | No change |
| ARTV Artiva Biotherapeutics Inc. | 0.09% | 291,666 | $440K | No change |
| BOLT Bolt Biotherapeutics Inc. | 0.06% | 52,456 | $303K | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $38K (not counted above)
Total filed on the 13F, all lines: $488.9M.
Portfolio Sells Q1 2025 → Q2 2025
| PVLA Palvella Therapeutics Inc. | Reduce -50.0% | 1.57% | −1.83 |
| SLRN Acelyrin Inc. | Sold out | 0.00% | −1.11 |
| RYTM Rhythm Pharmaceuticals Inc. | Reduce -63.5% | 0.65% | −0.65 |
| OKUR Onkure Therapeutics Inc. Class A | Sold out | 0.00% | −0.63 |
| ZYME Zymeworks Inc. | Reduce -53.5% | 0.80% | −0.62 |
| ABVX Abivax SA-ADR | Sold out | 0.00% | −0.47 |
| LENZ Lenz Therapeutics Inc. | Reduce -34.8% | 2.06% | −0.36 |
| INZY Inozyme Pharma Inc. | Sold out | 0.00% | −0.25 |
| ACLX Arcellx Inc. | Reduce -25.0% | 1.37% | −0.22 |
| PRME Prime Medicine Inc. | Sold out | 0.00% | −0.14 |
| CYPH Cypherpunk Technologies Inc. | Sold out | 0.00% | −0.13 |
| AVDL Avadel Pharmaceuticals Ltd. | Reduce -30.2% | 1.22% | −0.13 |
| CRIS Curis Inc. | Sold out | 0.00% | −0.07 |
| LYRA Lyra Therapeutics Inc. | Sold out | 0.00% | −0.03 |
| KRON Kronos Bio Inc. | Sold out | 0.00% | −0.01 |
| ALLK Allakos LLC | Sold out | 0.00% | −0.01 |
| TNGX Tango Therapeutics Inc. | Reduce -66.7% | 0.22% | +0.07 |
| UPB Upstream Bio Inc. | Reduce -30.2% | 3.24% | +0.99 |
Portfolio Buys Q1 2025 → Q2 2025
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 |