Institutional Manager · CIK 0001833486
Column Group LLC
San Francisco, CA · File #028-20797
Latest AUM
$82.8M
Positions
5
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | Surrozen, Inc. | SRZNW | +351,577 | +$7.9M | +$14.6M |
| REDUCE | RAPT Therapeutics Inc | 75382E109 | -9,805 | -$332,096 | +$1.3M |
| REDUCE | ORIC Pharmaceuticals Inc. | ORIC | 0 | $0 | -$13.5M |
| REDUCE | Revolution Medicines Inc | RVMDW | 0 | $0 | +$1,516 |
| REDUCE | Tenaya Therapeutics, Inc. | TNYA | 0 | $0 | -$8.2M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20255 pos · $82.8M
- 13F HOLDINGS REPORTQ/E Sep 20255 pos · $81.0M
- 13F HOLDINGS REPORTQ/E Jun 20255 pos · $65.7M
- 13F HOLDINGS REPORTQ/E Mar 20255 pos · $44.2M
- 13F HOLDINGS REPORTQ/E Dec 20245 pos · $55.7M
- 13F HOLDINGS REPORTQ/E Sep 20246 pos · $69.6M
- 13F HOLDINGS REPORTQ/E Jun 20246 pos · $71.3M
- 13F HOLDINGS REPORTQ/E Mar 20247 pos · $160.5M
- 13F HOLDINGS REPORTQ/E Dec 20237 pos · $150.6M
Top 5 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Surrozen, Inc. | SRZNW | 1,851,350 | $41.8M | 50.54% |
| 2 | ORIC Pharmaceuticals Inc. | ORIC | 3,540,777 | $29.0M | 34.98% |
| 3 | Tenaya Therapeutics, Inc. | TNYA | 9,400,290 | $6.7M | 8.08% |
| 4 | RAPT Therapeutics Inc | 75382E109 | 156,270 | $5.3M | 6.39% |
| 5 | Revolution Medicines Inc | RVMDW | 46 | $3,664 | 0.00% |