DOSSIER · 13F-HR · Q1 2026

Column Group LLC

$101M in tracked AUM across 3 positions as of Q1 2026.

CG
CIK 0001833486 · last filed Mar 31, 2026
Total AUM
$101M
as of Q1 2026
Holdings
3
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

Column Group LLC’s Form 13F filing for the period ending September 30, 2025, reveals a highly concentrated, specialized investment portfolio with a total value of $76.68 million. This represents a notable increase of 16.7% compared to the previous quarter's value of $65.72 million. The portfolio is extremely narrow in scope, containing only four holdings, which indicates a high-conviction strategy rather than a diversified approach to risk management. The firm appears to ...

Key Holdings

The portfolio is dominated by three primary positions, with the fourth holding representing a negligible value.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
86889P109
Surrozen, Inc.
$56M1.9M55.4%
02
ORIC
ORIC Pharmaceuticals Inc.
$45M3.5M44.5%
03
RVMD
Revolution Medicines Inc
$4K460.0%

Filing history

2026Q1Mar 31
$101M 21.6%
3 positionsView →
2025Q4Dec 31
$83M 8.0%
5 positionsView →
2025Q3Sep 30
$77M 16.7%
4 positionsView →
2025Q2Jun 30
$66M 54.3%
5 positionsLocked
2025Q1Mar 31
$43M 23.6%
4 positionsLocked
2024Q4Dec 31
$56M 19.9%
5 positionsLocked
2024Q3Sep 30
$70M 2.4%
6 positionsLocked
2024Q2Jun 30
$71M 55.6%
6 positionsLocked
2024Q1Mar 31
$161M 6.1%
7 positionsLocked
2023Q4Dec 31
$151M 0.5%
6 positionsLocked
2023Q3Sep 30
$151M 41.5%
7 positionsLocked
2023Q2Jun 30
$258M 6.8%
7 positionsLocked
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