Samsara Biocapital, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Samsara Biocapital, LLC reported 22 stock positions worth $1.0 billion. Its top holding was Scholar Rock (SRRK) at 32.9% of the portfolio, followed by Mineralys Therapeutics (MLYS, 15.5%) and Alumis (ALMS, 13.6%). Compared with Q4 2025, it opened 3 new positions, sold out of 1, added to 2 and reduced 3. The biggest buy was Alumis (ALMS, shares +10%) and the biggest sale Palvella Therapeutics (PVLA, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0001744967
- Portfolio Value
- $1.0B (Q1 2026)
- SEC Filing
- 0001744967-26-000005 ↗ filed May 15, 2026
Holdings Value
Holdings 22 stocks · $1.0B
| SRRK Scholar Rock Holding Corp. | 32.95% | 6,897,652 | $339.1M | No change |
| MLYS Mineralys Therapeutics Inc. | 15.45% | 5,871,018 | $159.0M | No change |
| ALMS Alumis Inc. | 13.58% | 6,345,219 | $139.8M | Add +10.2% |
| SEPN Septerna Inc. | 7.35% | 3,149,128 | $75.7M | No change |
| KLRS Kalaris Therapeutics Inc. | 7.26% | 12,948,081 | $74.7M | No change |
| SGP Spyglass Pharma Inc. | 5.31% | 2,109,953 | $54.7M | New |
| NGNE Neurogene Inc. | 3.36% | 1,717,127 | $34.6M | No change |
| IVA Inventiva SA - ADR | 2.80% | 5,194,805 | $28.8M | No change |
| STRO Sutro Biopharma Inc. | 2.57% | 1,062,872 | $26.5M | Add +419.7% |
| JBIO Jade Biosciences Inc. | 1.32% | 968,798 | $13.6M | No change |
| VTVT VTV Therapeutics Inc. Class A | 1.15% | 298,496 | $11.8M | No change |
| AQST Aquestive Therapeutics Inc. | 1.01% | 2,500,000 | $10.4M | No change |
| XFOR X4 Pharmaceuticals Inc. | 0.74% | 1,832,566 | $7.6M | Reduce -6.5% |
| NKTX Nkarta Inc. | 0.72% | 3,507,666 | $7.4M | No change |
| ACLX Arcellx Inc. | 0.68% | 60,873 | $7.0M | No change |
| UPB Upstream Bio Inc. | 0.64% | 736,047 | $6.6M | No change |
| ABVX Abivax SA-ADR | 0.61% | 56,581 | $6.3M | Reduce -25.0% |
| AGMB Agomab Therapeutics NV | 0.61% | 600,000 | $6.3M | New |
| RANI Rani Therapeutics Holdings Class A | 0.61% | 8,500,000 | $6.2M | No change |
| CHRS Coherus Oncology Inc. | 0.56% | 3,428,571 | $5.8M | New |
| PVLA Palvella Therapeutics Inc. | 0.47% | 38,432 | $4.8M | Reduce -63.3% |
| GOSS Gossamer Bio Inc. | 0.23% | 7,222,559 | $2.4M | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
Notes & Other Activity Q4 2025 → Q1 2026
| NUVB.WS Nuvation Bio Inc. -CW27 | *W EXP 02/10/202 | Sold out | 124,119 | $41Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |