Blue Water Life Science Advisors, LP 13F Holdings · Q2 2026
Blue Water Life Science Advisors, LP reported 9 securities worth $158.75M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CDNA (21.36%), TXG (15.50%), PSNL (14.15%). Among its top 25 positions this quarter: 3 added, 4 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CDNA | CAREDX INC | $33.9M | 21.36% | 1.2M | Added |
| 2 | TXG | 10X GENOMICS INC | $24.6M | 15.50% | 642,000 | Trimmed |
| 3 | PSNL | PERSONALIS INC | $22.5M | 14.15% | 1.7M | Hold |
| 4 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $21.7M | 13.65% | 1.0M | Hold |
| 5 | GH | GUARDANT HEALTH INC | $17.2M | 10.84% | 114,747 | Trimmed |
| 6 | QTRX | QUANTERIX CORP | $15.0M | 9.45% | 3.5M | Added |
| 7 | NTRA | NATERA INC | $9.4M | 5.90% | 34,494 | Trimmed |
| 8 | BLLN | BILLIONTOONE INC | $8.4M | 5.29% | 70,000 | Added |
| 9 | TEM | TEMPUS AI INC | $6.1M | 3.85% | 105,412 | Trimmed |
| 10 | TWST | TWIST BIOSCIENCE CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR