Samsara BioCapital, LLC — 13F Holdings & Portfolio

CIK 1744967 · latest 13F-HR filed 2026-05-15

Samsara BioCapital, LLC manages $1.03B in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SRRK (32.95%), MLYS (15.45%), ALMS (13.58%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 2, added to 6, and trimmed 10.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.03B

Long-equity book

Holdings

22

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+3 / −2 / ↑6 / ↓10

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALUMIS INC$83.6M +148.8%
  • SCHOLAR ROCK HLDG CORP$35.2M +11.6%
  • SUTRO BIOPHARMA INC$24.1M +1019.0%
  • INVENTIVA SA$4.7M +19.4%
  • ARCELLX INC$3.0M +76.1%
Show all 6

Top Trims

  • MINERALYS THERAPEUTICS INC-$54.0M -25.4%
  • KALARIS THERAPEUTICS INC-$34.6M -31.6%
  • GOSSAMER BIO INC-$20.0M -89.4%
  • UPSTREAM BIO INC-$13.4M -66.9%
  • SEPTERNA INC-$12.1M -13.8%
Show all 10

New Positions

  • SPYGLASS PHARMA INC$54.7M
  • AGOMAB THERAPEUTICS NV$6.3M
  • COHERUS ONCOLOGY INC$5.8M
Show all 3

Exited Positions

  • CONTINEUM THERAPEUTICS INC$825.8K
  • NUVATION BIO INC$41.0K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHOLAR ROCK HLDG CORP SRRK 80706P103 $339.1M 32.95% 6,897,652 SH
2 MINERALYS THERAPEUTICS INC MLYS 603170101 $159.0M 15.45% 5,871,018 SH
3 ALUMIS INC ALMS 022307102 $139.8M 13.58% 6,345,219 SH
4 SEPTERNA INC SEPN 81734D104 $75.7M 7.35% 3,149,128 SH
5 KALARIS THERAPEUTICS INC KLRS 482929106 $74.7M 7.26% 12,948,081 SH
6 SPYGLASS PHARMA INC SGP 85220G109 $54.7M 5.31% 2,109,953 SH
7 NEUROGENE INC NGNE 64135M105 $34.6M 3.36% 1,717,127 SH
8 INVENTIVA SA IVA 46124U107 $28.8M 2.80% 5,194,805 SH
9 SUTRO BIOPHARMA INC STRO 869367201 $26.5M 2.57% 1,062,872 SH
10 JADE BIOSCIENCES INC JBIO 008064206 $13.6M 1.32% 968,798 SH
11 VTV THERAPEUTICS INC VTVT 918385204 $11.8M 1.15% 298,496 SH
12 AQUESTIVE THERAPEUTICS INC AQST 03843E104 $10.4M 1.01% 2,500,000 SH
13 X4 PHARMACEUTICALS INC XFOR 98420X202 $7.6M 0.74% 1,832,566 SH
14 NKARTA INC NKTX 65487U108 $7.4M 0.72% 3,507,666 SH
15 ARCELLX INC ACLX 03940C100 $7.0M 0.68% 60,873 SH
16 UPSTREAM BIO INC UPB 91678A107 $6.6M 0.64% 736,047 SH
17 ABIVAX SA ABVX 00370M103 $6.3M 0.61% 56,581 SH
18 AGOMAB THERAPEUTICS NV AGMB 00860C102 $6.3M 0.61% 600,000 SH
19 RANI THERAPEUTICS HLDGS INC RANI 753018100 $6.2M 0.61% 8,500,000 SH
20 COHERUS ONCOLOGY INC CHRS 19249H103 $5.8M 0.56% 3,428,571 SH
21 PALVELLA THERAPEUTICS INC NE PVLA 697947109 $4.8M 0.47% 38,432 SH
22 GOSSAMER BIO INC GOSS 38341P102 $2.4M 0.23% 7,222,559 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $1.03B 22 0001744967-26-000005
2025-12-31 2026-02-17 $969.3M 21 0001744967-26-000002
2025-09-30 2025-11-14 $765.9M 27 0001744967-25-000004