Blue Water Life Science Advisors, LP
13F Reported Value
ⓘ$124.7M
Holdings
10
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Blue Water Life Science Advisors, LP disclosed 10 positions worth $124.7M in its Form 13F-HR for Q1 2026, led by $TXG (10x Genomics, Inc.) at 18.6% of the equity portfolio, followed by $GH and $CDNA. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $TXG and a full exit from $GRAL. The portfolio is most concentrated in Healthcare (69.7% of disclosed assets). All figures are sourced directly from Blue Water Life Science Advisors, LP’s Form 13F-HR filing with the SEC under CIK 1789778.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 44.1#1,786
Quality
$23.1M1,090,000 sh - 36.1#2,112
Quality
$22.4M242,247 sh - 44.8#1,750
Quality
$16.2M935,000 sh - 35.2
Quality
$14.0M1,010,145 sh - 33.3
Quality
$13.1M276,000 sh - 15.7
Quality
$10.7M1,676,300 sh - 46.4
Quality
$9.0M44,794 sh - 22.2
Quality
$7.5M2,142,147 sh - 38.2
Quality
$7.1M156,412 sh - —
Quality
$1.6M20,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 10x Genomics, Inc.$TXG | 44.1#1,786 | $23.1M | 1,090,000 |
 Guardant Health, Inc.$GH | 36.1#2,112 | $22.4M | 242,247 |
 CareDx, Inc.$CDNA | 44.8#1,750 | $16.2M | 935,000 |
 Adaptive Biotechnologies Corp$ADPT | 35.2 | $14.0M | 1,010,145 |
 Twist Bioscience Corp$TWST | 33.3 | $13.1M | 276,000 |
 Personalis, Inc.$PSNL | 15.7 | $10.7M | 1,676,300 |
 Natera, Inc.$NTRA | 46.4 | $9.0M | 44,794 |
 Quanterix Corp$QTRX | 22.2 | $7.5M | 2,142,147 |
 Tempus AI, Inc.$TEM | 38.2 | $7.1M | 156,412 |
 BillionToOne, Inc.$BLLN | — | $1.6M | 20,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Blue Water Life Science Advisors, LP's 10 positions.
Showing top 10 of 10 holdings.
Sector Allocation
Healthcare
$87.0M
Technology
$37.8M
Full Holdings — Blue Water Life Science Advisors, LP (Q1 2026)
All 10 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TXG | 10x Genomics, Inc. | $23.1M | 18.6% | NEW | 44.1 |
| 2 | $GH | Guardant Health, Inc. | $22.4M | 17.9% | -32% | 36.1 |
| 3 | $CDNA | CareDx, Inc. | $16.2M | 13.0% | +83% | 44.8 |
| 4 | $ADPT | Adaptive Biotechnologies Corp | $14.0M | 11.2% | -43% | 35.2 |
| 5 | $TWST | Twist Bioscience Corp | $13.1M | 10.5% | -28% | 33.3 |
| 6 | $PSNL | Personalis, Inc. | $10.7M | 8.6% | +0% | 15.7 |
| 7 | $NTRA | Natera, Inc. | $9.0M | 7.2% | -68% | 46.4 |
| 8 | $QTRX | Quanterix Corp | $7.5M | 6.0% | +2% | 22.2 |
| 9 | $TEM | Tempus AI, Inc. | $7.1M | 5.7% | +81% | 38.2 |
| 10 | $BLLN | BillionToOne, Inc. | $1.6M | 1.3% | NEW | — |
Exited Positions (1)
$GRAL GRAIL, Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Blue Water Life Science Advisors, LP including:
Track Blue Water Life Science Advisors, LP's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Blue Water Life Science Advisors, LP and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Blue Water Life Science Advisors, LP
13F Pro is an AI hedge fund tracker and stock research platform. For Blue Water Life Science Advisors, LP (SEC CIK: 1789778), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Blue Water Life Science Advisors, LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.