Samsara Biocapital, LLC 13F 持仓 · 2026年Q2
Samsara Biocapital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 12.17 亿美元。前几大持仓：SRRK（31.16%）、ALMS（14.67%）、MLYS（13.01%）。本季前 25 大持仓中：新建仓 4 只、增持 2 只、减持 5 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SRRK | SCHOLAR ROCK HLDG CORP | $379.4M | 31.16% | 6.9M | 持平 |
| 2 | ALMS | ALUMIS INC | $178.6M | 14.67% | 6.3M | 持平 |
| 3 | MLYS | MINERALYS THERAPEUTICS INC | $158.4M | 13.01% | 5.9M | 持平 |
| 4 | SEPN | SEPTERNA INC | $105.5M | 8.66% | 3.1M | 持平 |
| 5 | ALMR | ALAMAR BIOSCIENCES INC | $67.2M | 5.52% | 2.5M | 新建仓 |
| 6 | NGNE | NEUROGENE INC | $54.0M | 4.44% | 1.7M | 持平 |
| 7 | KLRS | KALARIS THERAPEUTICS INC | $52.4M | 4.31% | 12.9M | 减持 |
| 8 | SGP | SPYGLASS PHARMA INC | $47.0M | 3.86% | 2.1M | 持平 |
| 9 | STRO | SUTRO BIOPHARMA INC | $35.3M | 2.90% | 1.1M | 持平 |
| 10 | IVA | INVENTIVA SA | $23.9M | 1.96% | 6.3M | 增持 |
| 11 | JBIO | JADE BIOSCIENCES INC | $16.4M | 1.34% | 736,237 | 减持 |
| 12 | PBLS | PARABILIS MEDICINES INC | $15.2M | 1.25% | 556,044 | 新建仓 |
| 13 | VTVT | VTV THERAPEUTICS INC | $11.2M | 0.92% | 298,496 | 持平 |
| 14 | AQST | AQUESTIVE THERAPEUTICS INC | $10.4M | 0.85% | 2.5M | 持平 |
| 15 | NKTX | NKARTA INC | $9.9M | 0.82% | 3.5M | 持平 |
| 16 | ARTV | ARTIVA BIOTHERAPEUTICS INC | $9.3M | 0.76% | 954,861 | 新建仓 |
| 17 | RANI | RANI THERAPEUTICS HLDGS INC | $7.9M | 0.65% | 10.4M | 增持 |
| 18 | AGMB | AGOMAB THERAPEUTICS NV | $7.8M | 0.64% | 600,000 | 持平 |
| 19 | ABVX | ABIVAX SA | $7.3M | 0.60% | 55,095 | 减持 |
| 20 | XFOR | X4 PHARMACEUTICALS INC | $6.5M | 0.54% | 1.4M | 减持 |
| 21 | ELOX | ELOXX PHARMACEUTICALS INC | $5.6M | 0.46% | 400,000 | 新建仓 |
| 22 | CHRS | COHERUS ONCOLOGY INC | $4.8M | 0.39% | 3.4M | 持平 |
| 23 | UPB | UPSTREAM BIO INC | $2.4M | 0.20% | 353,717 | 减持 |
| 24 | GOSS | GOSSAMER BIO INC | $1.2M | 0.10% | 7.2M | 持平 |
| 25 | ACLX | ARCELLX INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR