Data as of Q4 2025 (Dec 31, 2025)

Samsara BioCapital, LLC

โ€ขCIK: 1744967โ€ขFiling: Q4 2025

**Samsara BioCapital, LLC** manages $969M across a concentrated portfolio of 21 holdings, demonstrating a deep focus within the biotechnology sector. The fund's top conviction positions include SRRK at $303.8M and MLYS at $213.1M, representing significant capital allocation to key growth areas. Further substantial exposure is maintained in KLRS ($109.3M) and SEPN ($87.8M). This structure indicates a highly selective, high-conviction approach to early-stage and innovative life science assets.

Total AUM
$969.3M
QoQ Performance
+26.6%
Positions
21
Top 10 Concentration
91.6%
Latest Filing
Q4 2025

Top Holdings Allocation

SRRK
MLYS
KLRS
SEPN
ALMS
SRRK31.3%
MLYS22.0%
KLRS11.3%
SEPN9.1%
ALMS5.8%
NGNE3.6%
IVA2.5%
GOSS2.3%

๐Ÿ“ˆ Biggest Buys

SRRK
SCHOLAR ROCK HLDG CORP
+22.9%
31.3% of portfolio
IVA
INVENTIVA SA
NEW
2.5% of portfolio
KLRS
KALARIS THERAPEUTICS INC
+13.1%
11.3% of portfolio
RANI
RANI THERAPEUTICS HLDGS INC
NEW
1.2% of portfolio
ALMS
ALUMIS INC
+19.9%
5.8% of portfolio

๐Ÿ“‰ Biggest Sells

MLYS
MINERALYS THERAPEUTICS INC
-6.3%
22.0% of portfolio
PVLA
PALVELLA THERAPEUTICS INC NE
-50.0%
1.1% of portfolio
UPB
UPSTREAM BIO INC
-23.5%
2.1% of portfolio
CTNM
CONTINEUM THERAPEUTICS INC
-87.4%
0.1% of portfolio
VTVT
VTV THERAPEUTICS INC
-20.3%
1.2% of portfolio

Sector Breakdown

Other100.0%

๐Ÿšช Exited Positionssold since Q3 2025

LENZ
LENZ THERAPEUTICS INC
SOLD
$16.0M
โ€”
AVADEL PHARMACEUTICALS PLC
SOLD
$10.3M
AURA
AURA BIOSCIENCES INC
SOLD
$3.6M
ZYME
ZYMEWORKS INC
SOLD
$3.6M
SRZN
SURROZEN INC
SOLD
$3.1M
+5 more exited positions

Changes from Q3 2025

NEW4 new positions
โ†‘5 increased
โ†“8 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023