Blue Water Life Science Advisors, LP
Sector Allocation
- Healthcare96.2%$152.6M
- Technology3.9%$6.1M
AUM History
13fpro.ai/research/fund/blue-water-life-science-advisors-lp-1789778
Conviction and streaks
Stable · top 10 = 100.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/blue-water-life-science-advisors-lp-1789778
Blue Water Life Science Advisors, LP 13F holdings — Q2 2026
$158.8M portfolio (+27.3% QoQ) · 9 holdings · Q2 2026 13F · top 10 are 100% of the stock portfolio
$33.9M
21.4% of stocks
+27%This quarter+52.5%Since filed9 qtrsHeld$24.6M
15.5% of stocks
-41%This quarter+30.1%Since filed2 qtrsHeld$22.5M
14.2% of stocks
No changeThis quarter+13.1%Since filed8 qtrsHeld$21.7M
13.7% of stocks
No changeThis quarter+6.2%Since filed8 qtrsHeld$17.2M
10.8% of stocks
-53%This quarter+10.2%Since filed10+ qtrsHeldAIQuality39.1#2,152Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$15.0M
9.4% of stocks
+62%This quarter+9.3%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$9.4M
5.9% of stocks
-23%This quarter+30.6%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$8.4M
5.3% of stocks
+250%This quarter+19.4%Since filed2 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$6.1M
3.9% of stocks
-33%This quarter+28.9%Since filed4 qtrsHeld
What changed in Q2 2026
Against the previous quarter's 13F: 0 new, 3 added to, 4 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (3)
Trimmed (4)
Sold out (1)
$TWSTTwist Bioscience Corpwas $13.1M
held 2 qtrs
Holdings by quarter
Every 13F Blue Water Life Science Advisors, LP has filed, 22 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Blue Water Life Science Advisors's top 20 holdings: 42/100 (our AI quality score, weighted by position size; 9 of the 20 are scored)
Top 10 since filing
+24.5%
Value-weighted move of the 10 largest stock positions
Turnover
13%
Last quarter; 52% over the last 4
Top 10 weight
100%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
79%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Blue Water Life Science Advisors, LP disclosed 9 positions worth $158.8M in its Form 13F-HR for Q2 2026, led by $CDNA (CareDx, Inc.) at 21.4% of the equity portfolio, followed by $TXG and $PSNL. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $TWST. The portfolio is most concentrated in Healthcare (96.2% 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.
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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.
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