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Column Group LLC — 13F Holdings & Portfolio

CIK 1833486 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Column Group LLC manages $88.1M in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SRZNW (56.46%), ORIC (43.53%), RVMD (0.01%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 1 existing position rose in reported value and 2 fell.

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.

Loading holdings…
AUM
$88.1M

Long-equity book

Holdings
3

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+0 / −0 / ↑1 / ↓2

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SRZNW56.5% · 0%ORIC43.5% · 0%RVMD0.0% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 100%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 19, 2026.

Address
ONE LETTERMAN DRIVE
BUILDING D, SUITE M-900
SAN FRANCISCO, CA 94129-1492
Phone
(415) 865-2050
Website
Name Title / Status Ownership Type
KUTZKEY, TIMOTHY, WILLIAM ControlMANAGING PARTNER
since Sep 2016
50–75%Individual
SVENNILSON, PETER, HAQVIN ERLAND ControlMANAGING PARTNER
since Mar 2005
50–75%Individual
THE COLUMN GROUP, LLC ControlGENERAL PARTNER
since Mar 2005
Less than 5%Domestic Entity
EVANGELISTA, JAMES, PHILIPCHIEF FINANCIAL OFFICER
since Jun 2012
Less than 5%Individual
KUTZKEY, TIMOTHY, WILLIAM Control
Indirect owner via THE COLUMN GROUP, LLC
MANAGING PARTNER
since Sep 2016
50–75%Individual
SVENNILSON, PETER, HAQVIN ERLAND Control
Indirect owner via THE COLUMN GROUP, LLC
MANAGING PARTNER
since Mar 2005
50–75%Individual
Ownership & leadership changes · 13 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 19, 2026 filing
  • ChangedKUTZKEY, TIMOTHY, WILLIAM · ownership 25–50% → 50–75%
  • ChangedKUTZKEY, TIMOTHY, WILLIAM · indirect via THE COLUMN GROUP, LLC: ownership 25–50% → 50–75%
  • ChangedSVENNILSON, PETER, HAQVIN ERLAND · ownership 25–50% → 50–75%
  • ChangedSVENNILSON, PETER, HAQVIN ERLAND · indirect via THE COLUMN GROUP, LLC: ownership 25–50% → 50–75%
Mar 31, 2025 filing
  • No longer listedGOEDDEL, DAVID, VAN NORMAN · MANAGING PARTNER · 25–50% · control person · listed since Mar 2005
  • No longer listedGOEDDEL, DAVID, VAN NORMAN · MANAGING PARTNER · 25–50% · indirect via THE COLUMN GROUP, LLC · control person · listed since Mar 2005
Mar 28, 2022 filing
  • ChangedKUTZKEY, TIMOTHY, WILLIAM · indirect via THE COLUMN GROUP, LLC: ownership General partner, trustee or manager → 25–50%
Jan 15, 2020 filing
  • No longer listedLASKY, LAURENCE, A. · PARTNER (THE COLUMN GROUP II MANAGEMENT LP) / PARTNER (THE COLUMN GROUP III MANAGEMENT LP) / PARTNER (THE COLUMN GROUP MANAGEMENT LP) · 10–25% · listed since May 2014
  • ChangedEVANGELISTA, JAMES, PHILIP · title CHIEF FINANCIAL OFFICER (ALL) → CHIEF FINANCIAL OFFICER
  • ChangedGOEDDEL, DAVID, VAN NORMAN · title MANAGING PARTNER (ALL) → MANAGING PARTNER
  • ChangedKUTZKEY, TIMOTHY, WILLIAM · title MANAGING PARTNER (PONOI MANAGEMENT LLC AND PONOI II MANAGEMENT LLC) / MANAGING PARTNER (THE COLUMN GROUP III MANAGEMENT LP) / PARTNER (THE COLUMN GROUP MANAGEMENT LP AND THE COLUMN GROUP II MANAGEMENT LP) → MANAGING PARTNER
  • ChangedSVENNILSON, PETER, HAQVIN ERLAND · title MANAGING PARTNER (ALL) → MANAGING PARTNER
  • ChangedTHE COLUMN GROUP, LLC · title GENERAL PARTNER (ALL) → GENERAL PARTNER
Mar 29, 2019 filing
  • No longer listedTjian, Robert · DISCOVERY PARTNER (PONOI MANAGEMENT, LLC) / DISCOVERY PARTNER (THE COLUMN GROUP III MANAGEMENT LP) · 10–25% · listed since Sep 2016
Mar 30, 2018 filing
  • ChangedKUTZKEY, TIMOTHY, WILLIAM · title MANAGING PARTNER (PONOI MANAGEMENT LLC) / MANAGING PARTNER (THE COLUMN GROUP III MANAGEMENT LP) / PARTNER (THE COLUMN GROUP MANAGEMENT LP AND THE COLUMN GROUP II MANAGEMENT LP) → MANAGING PARTNER (PONOI MANAGEMENT LLC AND PONOI II MANAGEMENT LLC) / MANAGING PARTNER (THE COLUMN GROUP III MANAGEMENT LP) / PARTNER (THE COLUMN GROUP MANAGEMENT LP AND THE COLUMN GROUP II MANAGEMENT LP)
  • ChangedTjian, Robert · ownership 5–10% → 10–25%
Jul 20, 2017 filing
  • ChangedEVANGELISTA, JAMES, PHILIP · title CHIEF FINANCIAL OFFICER → CHIEF FINANCIAL OFFICER (ALL)
  • ChangedKUTZKEY, TIMOTHY, WILLIAM · title MANAGING PARTNER (THE COLUMN GROUP III MANAGEMENT LP) / PARTNER (THE COLUMN GROUP MANAGEMENT LP AND THE COLUMN GROUP II MANAGEMENT LP) → MANAGING PARTNER (PONOI MANAGEMENT LLC) / MANAGING PARTNER (THE COLUMN GROUP III MANAGEMENT LP) / PARTNER (THE COLUMN GROUP MANAGEMENT LP AND THE COLUMN GROUP II MANAGEMENT LP)
  • ChangedTjian, Robert · title DISCOVERY PARTNER (THE COLUMN GROUP III MANAGEMENT LP) → DISCOVERY PARTNER (PONOI MANAGEMENT, LLC) / DISCOVERY PARTNER (THE COLUMN GROUP III MANAGEMENT LP); ownership 10–25% → 5–10%
May 8, 2017 filing
  • No longer listedMoses, Kevin · PARTNER · Less than 5% · listed since Sep 2016
Sep 22, 2016 filing
  • AddedKUTZKEY, TIMOTHY, WILLIAM · MANAGING PARTNER · General partner, trustee or manager · indirect via THE COLUMN GROUP, LLC · control person
  • AddedMoses, Kevin · PARTNER · Less than 5%
  • AddedTjian, Robert · DISCOVERY PARTNER (THE COLUMN GROUP III MANAGEMENT LP) · 10–25%
  • ChangedGOEDDEL, DAVID, VAN NORMAN · title MANAGING PARTNER → MANAGING PARTNER (ALL)
  • ChangedKUTZKEY, TIMOTHY, WILLIAM · title PARTNER → MANAGING PARTNER (THE COLUMN GROUP III MANAGEMENT LP) / PARTNER (THE COLUMN GROUP MANAGEMENT LP AND THE COLUMN GROUP II MANAGEMENT LP); ownership 10–25% → 25–50%; now a control person
  • ChangedLASKY, LAURENCE, A. · title PARTNER, THE COLUMN GROUP II MANAGEMENT LP → PARTNER (THE COLUMN GROUP II MANAGEMENT LP) / PARTNER (THE COLUMN GROUP III MANAGEMENT LP) / PARTNER (THE COLUMN GROUP MANAGEMENT LP)
  • ChangedSVENNILSON, PETER, HAQVIN ERLAND · title MANAGING PARTNER → MANAGING PARTNER (ALL)
  • ChangedTHE COLUMN GROUP, LLC · title GENERAL PARTNER → GENERAL PARTNER (ALL)
May 6, 2014 filing
  • AddedLASKY, LAURENCE, A. · PARTNER, THE COLUMN GROUP II MANAGEMENT LP · 10–25%
Older changes (4 more filings)
Mar 25, 2014 filing
  • ChangedEVANGELISTA, JAMES, PHILIP · title DIRECTOR OF FINANCE → CHIEF FINANCIAL OFFICER
Mar 20, 2013 filing
  • No longer listedEKMAN, HARALD, JAN MICHAEL · LIMITED PARTNER OF FUND GP SPV ONLY · 10–25% · listed since Oct 2012
Oct 11, 2012 filing
  • No longer listedEKMAN, HARALD, JAN MICHAEL · MANAGING PARTNER · 25–50% · indirect via THE COLUMN GROUP, LLC · control person · listed since Mar 2005
  • AddedEVANGELISTA, JAMES, PHILIP · DIRECTOR OF FINANCE · Less than 5%
  • ChangedEKMAN, HARALD, JAN MICHAEL · title MANAGING PARTNER → LIMITED PARTNER OF FUND GP SPV ONLY; ownership 25–50% → 10–25%; no longer a control person
Mar 30, 2012 filing (earliest on record)
  • ListedEKMAN, HARALD, JAN MICHAEL · MANAGING PARTNER · 25–50% · control person
  • ListedEKMAN, HARALD, JAN MICHAEL · MANAGING PARTNER · 25–50% · indirect via THE COLUMN GROUP, LLC · control person
  • ListedGOEDDEL, DAVID, VAN NORMAN · MANAGING PARTNER · 25–50% · control person
  • ListedGOEDDEL, DAVID, VAN NORMAN · MANAGING PARTNER · 25–50% · indirect via THE COLUMN GROUP, LLC · control person
  • ListedKUTZKEY, TIMOTHY, WILLIAM · PARTNER · 10–25%
  • ListedSVENNILSON, PETER, HAQVIN ERLAND · MANAGING PARTNER · 25–50% · control person
  • ListedSVENNILSON, PETER, HAQVIN ERLAND · MANAGING PARTNER · 25–50% · indirect via THE COLUMN GROUP, LLC · control person
  • ListedTHE COLUMN GROUP, LLC · GENERAL PARTNER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 1 →

Top Trims

Show all 2 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →

Column Group LLC Holdings (2026-06-30)

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 Surrozen, Inc. SRZNW 86889P109 $49.7M 56.46% 1,916,950 SH
2 ORIC Pharmaceuticals Inc. ORIC 68622P109 $38.3M 43.53% 3,540,777 SH
3 Revolution Medicines Inc RVMD 76155X100 $8.6K 0.01% 46 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $88.1M 3 0001193125-26-352333
2026-03-31 2026-05-18 $100.7M 3 0001193125-26-227853
2025-12-31 2026-02-13 $82.8M 5 0001193125-26-051393
2025-09-30 2025-11-14 $81.0M 5 0001193125-25-282923
Filer Information
Address
1 LETTERMAN DRIVE, BUILDING D
SUITE M-900
SAN FRANCISCO, CA 94129
Phone
(415) 865-2050
Filing Manager
Column Group LLC
San Francisco, CA
Signatory
James Evangelista
Chief Financial Officer