Which hedge funds own STRO? SUTRO BIOPHARMA INC, Q2 2026 13F holders
28 tracked hedge funds disclosed a position in STRO (SUTRO BIOPHARMA INC) in their Q2 2026 13F filings, worth $250.2m in total. The largest holder by portfolio weight is KVP Capital Advisors, LP at 5.5% of its book. 10 opened a new position this quarter: Seven Fleet Capital Management LP, Elmind Capital, LP, Verdad Advisers, LP, Y-Intercept (Hong Kong) Ltd. 9 exited: Opaleye Management Inc., RA Capital Management, L.P., Eversept Partners, LP.
- 28
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 10
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 9
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $13.9m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $32.8m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $250m
- Combined value Sum of the holders' reported positions in the security.
- 2.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Opaleye Management Inc. | 0.6% | $4.7m |
| RA Capital Management, L.P. | 0.2% | $17.8m |
| Eversept Partners, LP | 0.1% | $1.8m |
| Stempoint Capital LP | 0.1% | $580k |
| Burkehill Global Management, LP | 0.09% | $1.8m |
| Adage Capital Partners GP, L.L.C. | 0.01% | $5.0m |
| Brevan Howard Capital Management LP | 0.0% | $468k |
| Hudson Bay Capital Management LP | 0.0% | $368k |
| AQR Capital Management LLC | 0.0% | $214k |
Ownership over time
Who discovered STRO first? Beta
The run: Q2 2025 → Q2 2026, +368%
| EcoR1 Capital, LLC | Q3 2020 | – | +2.9 pts |
| Ikarian Capital, LLC | Q3 2020 | – | +1.6 pts |
| Sio Capital Management, LLC | Q3 2018 | – | −0.3 pts |
| Rubric Capital Management LP | Q4 2022 | – | −0.4 pts |
| Opaleye Management Inc. | Q1 2021 | – | −0.8 pts |
| Parkman Healthcare Partners LLC | Q4 2020 | – | −1.1 pts |
| Montanova Capital, LLC | Q3 2022 | 0.2% | −1.7 pts |
| First Light Asset Management, LLC | Q1 2021 | – | −2.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.