1y return+108.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $219 against $133 in the S&P 500.2
Samsara Biocapital, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SRRKScholar Rock Hldg Corp | $379.4M | 31.2% | |
| ALMSAlumis Inc | $178.6M | 14.7% | |
| MLYSMineralys Therapeutics Inc | $158.4M | 13.0% | |
| SEPNSepterna Inc | $105.5M | 8.7% | |
| ALMRAlamar Biosciences Inc | $67.2M | 5.5% | New |
| NGNENeurogene Inc | $54.0M | 4.4% | |
| KLRSKalaris Therapeutics Inc | $52.4M | 4.3% | |
| SGPSpyglass Pharma Inc | $47.0M | 3.9% | |
| STROSutro Biopharma Inc | $35.3M | 2.9% | |
| IVAInventiva Sa | $23.9M | 2.0% | +21.6% |
| JBIOJade Biosciences Inc | $16.4M | 1.3% | −24.0% |
| PBLSParabilis Medicines Inc | $15.2M | 1.3% | New |
| VTVTVtv Therapeutics Inc | $11.2M | 0.9% | |
| AQSTAquestive Therapeutics Inc | $10.4M | 0.9% | |
| NKTXNkarta Inc | $9.9M | 0.8% | |
| ARTVArtiva Biotherapeutics Inc | $9.3M | 0.8% | New |
| RANIRani Therapeutics Hldgs Inc | $7.9M | 0.6% | +22.0% |
| AGMBAgomab Therapeutics Nv | $7.8M | 0.6% | |
| ABVXAbivax Sa | $7.3M | 0.6% | −2.6% |
| XFORX4 Pharmaceuticals Inc | $6.5M | 0.5% | −23.8% |
| ELOXEloxx Pharmaceuticals Inc | $5.6M | 0.5% | New |
| CHRSCoherus Oncology Inc | $4.8M | 0.4% | |
| UPBUpstream Bio Inc | $2.4M | 0.2% | −51.9% |
| Gossamer Bio IncCUSIP 38341P102 | $1.2M | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VTVTVtv Therapeutics Inc | December 31, 2023 | +227.4% | $11.2M |
| STROSutro Biopharma Inc | December 31, 2025 | +186.9% | $35.3M |
| ALMSAlumis Inc | September 30, 2024 | +163.5% | $178.6M |
| JBIOJade Biosciences Inc | June 30, 2025 | +122.4% | $16.4M |
| MLYSMineralys Therapeutics Inc | March 31, 2023 | +72.3% | $158.4M |
| NGNENeurogene Inc | December 31, 2023 | +62.3% | $54.0M |
| ABVXAbivax Sa | September 30, 2025 | +57.0% | $7.3M |
| AGMBAgomab Therapeutics Nv | March 31, 2026 | +23.7% | $7.8M |
| XFORX4 Pharmaceuticals Inc | December 31, 2025 | +16.8% | $6.5M |
| SGPSpyglass Pharma Inc | March 31, 2026 | −14.1% | $47.0M |
Sold off last quarter
- Arcellx IncCUSIP 03940C100 was $7.0M
- PVLAPalvella Therapeutics Inc Ne was $4.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.2% | +14.8% |
| March 31, 2026 | +0.4% | −4.6% |
| December 31, 2025 | +19.9% | +2.4% |
| September 30, 2025 | +57.3% | +7.8% |
| June 30, 2025 | +5.0% | +10.5% |
| December 31, 2024 | −17.7% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | −28.9% | +4.0% |
| December 31, 2023 | +56.2% | +11.2% |
| June 30, 2023 | +25.5% | +8.3% |
| March 31, 2023 | −13.3% | +7.0% |
| December 31, 2022 | +16.8% | +7.1% |
| September 30, 2022 | +18.4% | −5.3% |
| June 30, 2022 | −19.7% | −16.5% |
| March 31, 2022 | −30.1% | −4.9% |
| December 31, 2021 | −19.9% | +10.7% |
| September 30, 2021 | −19.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Samsara Biocapital, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1744967&type=13F-HR&dateb=&owner=include&count=40CIK 1744967
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1744967/000174496726000010/Filed August 14, 2026 · accession 0001744967-26-000010