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Blue Water Life Science Advisors, LP 13F holdings, Q4 2025

Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →

Blue Water Life Science Advisors, LP disclosed 9 US equity positions worth $159.3m in its Q4 2025 13F filing. The largest position was GH at 22.8% of the reported book, followed by NTRA and ADPT. Against the Q3 2025 filing, it opened 2 new positions, added to 2 and reduced 2 among the top 9 holdings.

← Q3 2025 · Q1 2026 →

What did Blue Water Life Science Advisors, LP own in Q4 2025? Top 9 positions

#StockSectorWeightValueSharesΔ sharesvs Q3 2025
1 GH GUARDANT HEALTH INC Healthcare 22.8%$36.3m355,047 -12% reduced
2 NTRA NATERA INC Healthcare 20.3%$32.4m141,494 0% held
3 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 18.0%$28.7m1,765,145 -18% reduced
4 PSNL PERSONALIS INC Healthcare 8.4%$13.3m1,676,300 0% held
5 QTRX QUANTERIX CORP Healthcare 8.4%$13.3m2,092,147 118% added
6 TWST TWIST BIOSCIENCE CORP Healthcare 7.6%$12.1m383,000 – new
7 CDNA CAREDX INC Healthcare 6.0%$9.6m510,000 0% held
8 GRAL GRAIL INC 5.3%$8.5m99,000 – new
9 TEM TEMPUS AI INC Healthcare 3.2%$5.1m86,412 19% added

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.