Blue Water Life Science Advisors, LP
LARKSPUR, CA
$159m in 9 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 23.8% of the portfolio this quarter.
Value
$159m
Stocks
9
Top 10 share
100.0%
Turnover
23.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- CareDxCDNA21.4% of the fund+27%
- QuanterixQTRX9.5% of the fund+62%
- BillionToOneBLLN5.3% of the fund+250%
Cut
Sold some of their stake.
- 10x GenomicsTXG15.5% of the fund-41%
- Guardant HealthGH10.8% of the fund-53%
- NateraNTRA5.9% of the fund-23%
- Tempus AITEM3.8% of the fund-33%
Sold out
Sold their entire stake.
- Twist BioscienceTWST-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| CareDxCDNA | 21.4% | $34m | 1,190,000 | +27% |
| 10x GenomicsTXG | 15.5% | $25m | 642,000 | -41% |
| PersonalisPSNL | 14.1% | $22m | 1,676,300 | Held |
| Adaptive BiotechnologiesADPT | 13.6% | $22m | 1,010,145 | Held |
| Guardant HealthGH | 10.8% | $17m | 114,747 | -53% |
| QuanterixQTRX | 9.5% | $15m | 3,474,202 | +62% |
| NateraNTRA | 5.9% | $9m | 34,494 | -23% |
| BillionToOneBLLN | 5.3% | $8m | 70,000 | +250% |
| Tempus AITEM | 3.8% | $6m | 105,412 | -33% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 25.7% since 30 June 2025.
Where the money is
Health care96.2%
Technology3.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.