StockDriftsStockDriftsTop 9 Blue Water Life Science Advisors LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CDNA | CAREDX INC | 21.36% | 1.19M | $33.9M | +27.27%(+255.00K) | $17.91(+160.12%) | 2026-06-30 | |
| TXG | 10X GENOMICS INC | 15.5% | 642.0K | $24.6M | -41.10%(-448.00K) | $17.71(+232.34%) | 2026-06-30 | |
| PSNL | PERSONALIS INC | 14.15% | 1.68M | $22.5M | +0.00%(+0) | $4.03(+257.39%) | 2026-06-30 | |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 13.65% | 1.01M | $21.7M | +0.00%(+0) | $11.54(+118.54%) | 2026-06-30 | |
| GH | GUARDANT HEALTH INC | 10.84% | 114.7K | $17.2M | -52.63%(-127.50K) | $55.27(+188.64%) | 2026-06-30 | |
| QTRX | QUANTERIX CORP | 9.45% | 3.47M | $15.0M | +62.18%(+1.33M) | $5.93(-51.78%) | 2026-06-30 | |
| NTRA | NATERA INC | 5.9% | 34.5K | $9.4M | -22.99%(-10.30K) | $78.73(+294.73%) | 2026-06-30 | |
| BLLN | BILLIONTOONE INC | 5.29% | 70.0K | $8.4M | +250.00%(+50.00K) | $90.86(+3.50%) | 2026-06-30 | |
| TEM | TEMPUS AI INC | 3.85% | 105.4K | $6.1M | -32.61%(-51.00K) | $50.50(+8.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +39.55% | +171.75% | -0.24% | -1.19% |
| Top 20 Holdings Unweighted | +16.19% | +56.86% | -10.01% | -40.99% |
Blue Water Life Science Advisors LP reports $158.75M in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are CDNA (21.4%), TXG (15.5%) and PSNL (14.2%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +171.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Blue Water Life Science Advisors LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Blue Water Life Science Advisors LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1789778). View Blue Water Life Science Advisors LP’s 13F filings on SEC