SB

Samsara Biocapital, LLC

Momentum followerQuality / disciplined sizingConcentrated strategy

Total reported value

$1.0B

Reporting period: 2026-03-31 · Number of holdings: 22

SAMSARA BIOCAPITAL, LLC disclosed 22 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.0B and a quarterly turnover rate of 37.7%.

Personality snowflake

Concentration
67.1
Portfolio Stability
37.71
Momentum/Contrarian
100
Sector conviction
0
Diversification
44
Sizing Uniformity
83.21

Recent moves

  • Add ALMS

    +10.2%　$83.6M

  • Trim MLYS

    0.0%　-$54.0M

  • Trim KLRS

    0.0%　-$34.6M

  • Add STRO

    +419.7%　$24.1M

  • Trim GOSS

    0.0%　-$20.0M

  • Trim SEPN

    0.0%　-$12.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SRRKScholar Rock Holding CORPStock-Other32.95%+1.60%—
2MLYSMineralys Therapeutics INCStock-Other15.45%-6.53%—
3ALMSAlumis INCStock-Other13.58%+7.78%+10.22%
4SEPNSepterna INCStock-Other7.35%-1.71%—
5KLRSKalaris Therapeutics INCStock-Other7.26%-4.01%—
6SGPSpyglass Pharma INCStock-Other5.31%+5.31%NEW
7NGNENeurogene INCStock-Other3.36%-0.29%—
8IVAInventiva SA - AdrStock-Other2.80%+0.31%—
9STROSutro Biopharma INCStock-Other2.57%+2.33%+419.73%
10JBIOJade Biosciences INCStock-Other1.32%-0.22%—
11VTVTVtv Therapeutics Inc- Cl AStock-Other1.15%-0.08%—
12AQSTAquestive Therapeutics INCStock-Other1.01%-0.66%—
13XFORX4 Pharmaceuticals INCStock-Other0.74%-0.07%-6.50%
14NKTXNkarta INCStock-Other0.72%+0.05%—
15ACLXGBXArcellx INCStock-Other0.68%+0.27%—
16UPBUpstream Bio INCStock-Other0.64%-1.42%—
17ABVXAbivax Sa-adrStock-Other0.61%-0.44%-25.00%
18AGMBAgomab Therapeutics NVStock-Other0.61%+0.61%NEW
19RANIRani Therapeutics Holdings-aStock-Other0.61%-0.57%—
20CHRSCoherus Oncology INCStock-Other0.56%+0.56%NEW
21PVLAPalvella Therapeutics INCStock-Other0.47%-0.66%-63.33%
22GOSSGossamer Bio INCStock-Other0.23%-2.08%—

Holding changes this quarter

Samsara Biocapital, LLC's most significant position changes for 2026-03-31: New buy: Spyglass Pharma INC (SGP); New buy: Agomab Therapeutics NV (AGMB); New buy: Coherus Oncology INC (CHRS); Sold out: Contineum Therapeutics Inc-a (CTNM); Sold out: Nuvation Bio INC -cw27 (NUVB-WS).

Position changes disclosed by Samsara Biocapital, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1ALMSAlumis INC+7.8%+10.22%Add
2STROSutro Biopharma INC+2.3%+419.73%Add
3SRRKScholar Rock Holding CORP+1.6%—Unchanged
4IVAInventiva SA - Adr+0.3%—Unchanged
5ACLXGBXArcellx INC+0.3%—Unchanged
6NKTXNkarta INC+0.1%—Unchanged
7XFORX4 Pharmaceuticals INC-0.1%-6.50%Trim
8VTVTVtv Therapeutics Inc- Cl A-0.1%—Unchanged
9JBIOJade Biosciences INC-0.2%—Unchanged
10NGNENeurogene INC-0.3%—Unchanged
11ABVXAbivax Sa-adr-0.4%-25.00%Trim
12RANIRani Therapeutics Holdings-a-0.6%—Unchanged
13PVLAPalvella Therapeutics INC-0.7%-63.33%Trim
14AQSTAquestive Therapeutics INC-0.7%—Unchanged
15UPBUpstream Bio INC-1.4%—Unchanged
16SEPNSepterna INC-1.7%—Unchanged
17GOSSGossamer Bio INC-2.1%—Unchanged
18KLRSKalaris Therapeutics INC-4%—Unchanged
19MLYSMineralys Therapeutics INC-6.5%—Unchanged
20SGPSpyglass Pharma INC—NEWNew buy
21AGMBAgomab Therapeutics NV—NEWNew buy
22CHRSCoherus Oncology INC—NEWNew buy
23CTNMContineum Therapeutics Inc-a—EXITSold out
24NUVB-WSNuvation Bio INC -cw27—EXITSold out

FAQ

What is Samsara Biocapital, LLC and what type of investor is it?
Samsara Biocapital, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.0B, spread across 22 disclosed positions.
What are Samsara Biocapital, LLC's largest equity positions?
Based on the latest 13F filing, Samsara Biocapital, LLC's top holdings by market value are: 1. Scholar Rock Holding CORP (SRRK) — $339.1M (33.0%) 2. Mineralys Therapeutics INC (MLYS) — $159.0M (15.4%) 3. Alumis INC (ALMS) — $139.8M (13.6%) 4. Septerna INC (SEPN) — $75.7M (7.3%) 5. Kalaris Therapeutics INC (KLRS) — $74.7M (7.3%)
What changes did Samsara Biocapital, LLC make in its most recent portfolio filing?
In the latest reported quarter, Samsara Biocapital, LLC made 10 notable position adjustments: 3 new positions were initiated, 2 existing holdings were added to, 3 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Spyglass Pharma INC (SGP); New buy: Agomab Therapeutics NV (AGMB); New buy: Coherus Oncology INC (CHRS); Sold out: Contineum Therapeutics Inc-a (CTNM); Sold out: Nuvation Bio INC -cw27 (NUVB-WS)
What sectors does Samsara Biocapital, LLC focus on?
Sector breakdown data is not yet available for Samsara Biocapital, LLC. Check back after the next 13F processing cycle.