Samsara BioCapital, LLC

Q4 2025 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
21
Total value ($000)
$969,257
Net value change ($000)
+203,328 (26.5%)
New positions
4
Sold out positions
9
Turnover %
9.1%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SRRK 94,818 45.4%
KLRS 43,112 65.2%
ALMS 37,031 193.3%
SEPN 28,563 48.2%
IVA 24,156 NEW
RANI 11,475 NEW
JBIO 10,365 226.1%
XFOR 7,840 NEW
GOSS 6,267 38.9%
NGNE 5,615 18.9%
Top Reduces (Value $000, Stocks/ETFs)
MLYS -24,440 -10.3%
LENZ -15,977 -100.0%
AVDL -10,315 -100.0%
CTNM -5,885 -87.7%
AURA -3,614 -100.0%
ZYME -3,551 -100.0%
SRZN -3,110 -100.0%
RYTM -3,058 -100.0%
ACLX -2,695 -40.4%
PVLA -2,171 -16.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type