Samsara Biocapital
PALO ALTO, CAfiles as SAMSARA BIOCAPITAL, LLC
$1.2bn in 24 US stocks at the end of 30 June 2026. The top 10 are 90.5% of the money. It changed about 12.0% of the portfolio this quarter.
Value
$1.2bn
Stocks
24
Top 10 share
90.5%
Turnover
12.0%
What changed this quarter
New
Bought for the first time this quarter.
- Alamar BiosciencesALMR5.5% of the fund
- Parabilis MedicinesPBLS1.3% of the fund
- Artiva BiotherapeuticsARTV0.8% of the fund
- Eloxx PharmaceuticalsELOX0.5% of the fund
Added
Bought more of a stock they already held.
- InventivaIVA2.0% of the fund+22%
- Rani Therapeutics HoldingsRANI0.6% of the fund+22%
Cut
Sold some of their stake.
- Jade BiosciencesJBIO1.3% of the fund-24%
- Abivax SAABVX0.6% of the fund-3%
- X4 PharmaceuticalsXFOR0.5% of the fund-24%
- Upstream BioUPB0.2% of the fund-52%
Sold out
Sold their entire stake.
- Arcellx-100%
- Palvella TherapeuticsPVLA-100%
Holdings
- Alamar BiosciencesALMR
- Share
- 5.5%
- Value
- $67m
- Shares
- 2,480,310
New
- Parabilis MedicinesPBLS
- Share
- 1.3%
- Value
- $15m
- Shares
- 556,044
New
- Abivax SAABVX
- Share
- 0.6%
- Value
- $7m
- Shares
- 55,095
-3%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Scholar Rock HoldingSRRK | 31.2% | $379m | 6,897,652 | Held |
| AlumisALMS | 14.7% | $179m | 6,345,219 | Held |
| Mineralys TherapeuticsMLYS | 13.0% | $158m | 5,871,018 | Held |
| SepternaSEPN | 8.7% | $105m | 3,149,128 | Held |
| Alamar BiosciencesALMR | 5.5% | $67m | 2,480,310 | New |
| NeurogeneNGNE | 4.4% | $54m | 1,717,127 | Held |
| Kalaris TherapeuticsKLRS | 4.3% | $52m | 12,881,175 | Held |
| SpyGlass PharmaSGP | 3.9% | $47m | 2,109,953 | Held |
| Sutro BiopharmaSTRO | 2.9% | $35m | 1,062,872 | Held |
| InventivaIVA | 2.0% | $24m | 6,314,805 | +22% |
| Jade BiosciencesJBIO | 1.3% | $16m | 736,237 | -24% |
| Parabilis MedicinesPBLS | 1.3% | $15m | 556,044 | New |
| vTv TherapeuticsVTVT | 0.9% | $11m | 298,496 | Held |
| Aquestive TherapeuticsAQST | 0.9% | $10m | 2,500,000 | Held |
| NkartaNKTX | 0.8% | $10m | 3,507,666 | Held |
| Artiva BiotherapeuticsARTV | 0.8% | $9m | 954,861 | New |
| Rani Therapeutics HoldingsRANI | 0.6% | $8m | 10,369,159 | +22% |
| AgomAb Therapeutics NVAGMB | 0.6% | $8m | 600,000 | Held |
| Abivax SAABVX | 0.6% | $7m | 55,095 | -3% |
| X4 PharmaceuticalsXFOR | 0.5% | $7m | 1,395,587 | -24% |
| Eloxx PharmaceuticalsELOX | 0.5% | $6m | 400,000 | New |
| Coherus OncologyCHRS | 0.4% | $5m | 3,428,571 | Held |
| Upstream BioUPB | 0.2% | $2m | 353,717 | -52% |
| Gossamer BioGOSS | <0.1% | $1m | 7,222,559 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 149.0% since 30 June 2025.
Where the money is
Health care99.4%
Other0.6%
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.