Blue Water Life Science Advisors, LP holds a concentrated book of 9 stocks worth $158.8M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed 10X Genomics Inc-Class A. Their largest long position is Caredx Inc at 21% of the equity book. Cloning the disclosed picks since 2025 would be +112% (+156.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +139.7%, a 27.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Blue Water Life Science Advisors, LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Blue Water Life Science Advisors, LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 10 / 9 | $4.4B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 10 / 9 | $3.2B |
| JPMORGAN CHASE & CO | 10 / 9 | $2.8B |
| VANGUARD CAPITAL MANAGEMENT LLC | 10 / 9 | $2.3B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10 / 9 | $2.2B |
| STATE STREET CORP | 10 / 9 | $2.1B |
| GEODE CAPITAL MANAGEMENT, LLC | 10 / 9 | $1.7B |
| GOLDMAN SACHS GROUP INC | 10 / 9 | $850.0M |
Ranked by how many of Blue Water Life Science Advisors, LP's top 9 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Caredx Inc COM | $33.9M | 1.19M | 21.4% | ▲+27% Added · +255K sh | |
| 2 | 10X Genomics Inc CL A COM | $24.6M | 642.0K | 15.5% | ▼−41% Reduced · −448K sh | |
| 3 | Personalis Inc COM | $22.5M | 1.68M | 14.1% | —Held | |
| 4 | Adaptive Biotechnologies Cor COM | $21.7M | 1.01M | 13.6% | —Held | |
| 5 | Guardant Health Inc COM | $17.2M | 114.7K | 10.8% | ▼−53% Reduced · −128K sh | |
| 6 | Quanterix Corp COM | $15.0M | 3.47M | 9.5% | ▲+62% Added · +1.3M sh | |
| 7 | Natera Inc COM | $9.4M | 34.5K | 5.9% | ▼−23% Reduced · −10K sh | |
| 8 | Billiontoone Inc CL A | $8.4M | 70.0K | 5.3% | ▲+250% Added · +50K sh | |
| 9 | Tempus AI Inc CL A | $6.1M | 105.4K | 3.8% | ▼−33% Reduced · −51K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1789778/holdings"
Use Arkolith to show Blue Water Life Science Advisors, LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.