Blue Water Life Science Advisors, LP
Blue Water Life Science Advisors, LP reported 9 US-listed holdings worth $158.8 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Caredx Inc. (21.4%), 10X Genomics Inc. (15.5%) and Personalis Inc. (14.1%). Against the quarter before, it opened 0 positions, added to 3, trimmed 4 and sold out of 1.
The 9 largest of its 9 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +155.5% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 3
- Caredx Inc. CDNA+255,000 shares · +27%
- Billiontoone Inc. BLLN+50,000 shares · +250%
- Quanterix Corp. QTRX+1.3 million shares · +62%
Trimmed 4
- Guardant Health Inc. GH-127,500 shares · -53%
- 10X Genomics Inc. TXG-448,000 shares · -41%
- Tempus Ai Inc. TEM-51,000 shares · -33%
- Natera Inc Com NTRA-10,300 shares · -23%
Sold out of 1
- Twist Bioscience Corp. TWST$13.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Caredx Inc. CDNA | 1.2M | $33.9 million | 21.36% | +255.0K |
| 10X Genomics Inc. TXG | 642.0K | $24.6 million | 15.50% | -448.0K |
| Personalis Inc. PSNL | 1.7M | $22.5 million | 14.15% | no change |
| Adaptive Biotechnologies Corporation ADPT | 1.0M | $21.7 million | 13.65% | no change |
| Guardant Health Inc. GH | 114.7K | $17.2 million | 10.84% | -127.5K |
| Quanterix Corp. QTRX | 3.5M | $15.0 million | 9.45% | +1.3M |
| Natera Inc Com NTRA | 34.5K | $9.4 million | 5.90% | -10.3K |
| Billiontoone Inc. BLLN | 70.0K | $8.4 million | 5.29% | +50.0K |
| Tempus Ai Inc. TEM | 105.4K | $6.1 million | 3.85% | -51.0K |