Samsara Biocapital 13F annual report
Samsara Biocapital is an investment fund managing more than $646 billion ran by Miran Ahmad. There are currently 37 companies in Mr. Ahmad’s portfolio. The largest investments include Scholar Rock Hldg Corp and Cargo Therapeutics Inc, together worth $213 billion.
$646 billion Assets Under Management (AUM)
As of 8th May 2024, Samsara Biocapital’s top holding is 6,788,609 shares of Scholar Rock Hldg Corp currently worth over $121 billion and making up 18.7% of the portfolio value.
In addition, the fund holds 4,121,689 shares of Cargo Therapeutics Inc worth $92 billion.
The third-largest holding is Mineralys Therapeutics Inc worth $65.5 billion and the next is Neurogene Inc worth $64.5 billion, with 1,267,790 shares owned.
Currently, Samsara Biocapital's portfolio is worth at least $646 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Samsara Biocapital
The Samsara Biocapital office and employees reside in Palo Alto, California. According to the last 13-F report filed with the SEC, Miran Ahmad serves as the Chief Financial Officer at Samsara Biocapital.
Recent trades
In the most recent 13F filing, Samsara Biocapital revealed that it had opened a new position in
Scholar Rock Hldg Corp and bought 6,788,609 shares worth $121 billion.
The investment fund also strengthened its position in Syros Pharmaceuticals by buying
904,977 additional shares.
This makes their stake in Syros Pharmaceuticals total 1,786,427 shares worth $9.56 billion.
Syros Pharmaceuticals soared 44.4% in the past year.
One of the average hedge funds
The two most similar investment funds to Samsara Biocapital are Strategies Wealth Advisors and Biondo Investment Advisors. They manage $646 billion and $646 billion respectively.
Miran Ahmad investment strategy
Samsara Biocapital’s portfolio is diversified across 3 sectors.
Currently, their heaviest sector is Health Care — making up 21.5% of
the total portfolio value.
The fund focuses on investments in the United States as
43.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are small-cap stocks.
Stocks with a size of more than $100 million in market cap make up
19% of the total holdings value.
On the other hand, large-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $394 million.
The complete list of Samsara Biocapital trades based on 13F SEC filings
These positions were updated on May 15th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Scholar Rock Hldg Corp |
Opened
6,788,609
|
$120,565,696,000 | 18.65% |
| Cargo Therapeutics Inc |
Opened
4,121,689
|
$91,996,098,000 | 14.23% |
| Mineralys Therapeutics Inc |
Opened
5,074,916
|
$65,517,166,000 | 10.14% |
| Neurogene Inc |
Opened
1,267,790
|
$64,530,511,000 | 9.98% |
| Nkarta, Inc. |
Opened
3,768,035
|
$40,732,458,000 | 6.30% |
| Arcellx Inc |
Opened
453,641
|
$31,550,732,000 | 4.88% |
| Lenz Therapeutics Inc |
Opened
1,208,473
|
$26,985,202,000 | 4.18% |
| Lyra Therapeutics, Inc. |
Opened
2,780,261
|
$17,293,223,000 | 2.68% |
| Acelyrin Inc |
Opened
2,523,022
|
$17,030,399,000 | 2.63% |
| Avadel Pharmaceuticals plc |
Opened
967,527
|
$16,341,531,000 | 2.53% |
| Jasper Therapeutics Inc |
Opened
525,000
|
$15,414,000,000 | 2.38% |
| Zymeworks Inc |
Opened
1,458,875
|
$15,347,365,000 | 2.37% |
| Hillevax Inc |
Opened
799,274
|
$13,291,927,000 | 2.06% |
| Abivax Sa |
Opened
850,000
|
$12,155,000,000 | 1.88% |
| Inozyme Pharma, Inc. |
Opened
1,562,500
|
$11,968,750,000 | 1.85% |
| Syros Pharmaceuticals Inc. |
102.67%
1,786,427
|
$9,557,384,000 | 1.48% |
| Sutro Biopharma Inc |
Opened
1,675,579
|
$9,467,021,000 | 1.46% |
| Rhythm Pharmaceuticals Inc. |
Opened
172,647
|
$7,480,795,000 | 1.16% |
| Gossamer Bio, Inc. |
Opened
6,130,268
|
$7,233,716,000 | 1.12% |
| Janux Therapeutics Inc |
Opened
180,207
|
$6,784,794,000 | 1.05% |
| Io Biotech Inc |
Opened
3,640,015
|
$6,297,226,000 | 0.97% |
| Verona Pharma Plc |
Opened
347,500
|
$5,591,275,000 | 0.87% |
| Tango Therapeutics Inc |
Opened
630,000
|
$5,002,200,000 | 0.77% |
| vTv Therapeutics Inc |
Opened
206,784
|
$4,865,628,000 | 0.75% |
| Immatics N.v |
Opened
396,000
|
$4,161,960,000 | 0.64% |
| Adverum Biotechnologies Inc |
Opened
291,666
|
$4,124,157,000 | 0.64% |
| Prime Medicine Inc |
Opened
540,304
|
$3,782,128,000 | 0.59% |
| Day One Biopharmaceuticals I |
Opened
196,425
|
$3,244,941,000 | 0.50% |
| Leap Therapeutics Inc |
Opened
669,303
|
$1,780,346,000 | 0.28% |
| IGM Biosciences, Inc. |
Opened
154,664
|
$1,492,508,000 | 0.23% |
| Bolt Biotherapeutics Inc |
Opened
1,049,153
|
$1,468,814,000 | 0.23% |
| Terns Pharmaceuticals Inc |
Opened
202,348
|
$1,327,403,000 | 0.21% |
| Aclaris Therapeutics Inc |
Opened
696,171
|
$863,252,000 | 0.13% |
| Viracta Therapeutics Inc |
Opened
689,709
|
$703,503,000 | 0.11% |
| Allakos Inc |
Opened
172,089
|
$216,832,000 | 0.03% |
| Kronos Bio, Inc. |
Opened
78,131
|
$101,570,000 | 0.02% |
| AlloVir, Inc. |
Opened
82,336
|
$62,155,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 37 holdings | |||
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