Arkolith/Funds/Column Group LLC

Column Group LLC

CIK 1833486
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Column Group LLC holds a concentrated book of 3 reported positions worth $88.1M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). Their largest long position is Surrozen, Inc. at 56% of the reported non-option book. Cloning the disclosed picks since 2021 would be -80% (-25.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
0
bought for the first time
no new positions
Added to
0
already held, bought more
no adds
Trimmed
0
sold some, still holds it
no trims
Sold out
0
exited the position entirely
nothing exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
-80.1%
-25.2%/yr · since Feb '21
Their reported book
-73.4%
held from quarter-end
S&P 500
+109.7%
same window
$654$6K$11K$16K$21KFeb '21Mar '22May '23Jun '24Aug '25Sep '26
Column Group LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned -73.4%, a 6.8-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Column Group LLC'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.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Excluding Surrozen, Inc. (56% of the book), the rest is a concentrated book:

Top 5 of the rest
100%
Top 10 of the rest
100%
Top 20 of the rest
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

44% mapped to company sectors

No sector on file yet
56%
Health Care
44%

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.

Funds with the most overlap

Other tracked managers holding the same core names as Column Group LLC

Manager / fundShared namesTheir $ in those
Nextech Invest Ltd.2 / 3$1.5B
Integral Health Asset Management, LLC2 / 3$301.5M
First Turn Management, LLC2 / 3$99.6M
Superstring Capital Management LP2 / 3$14.0M
Boxer Capital Management, LLC2 / 3$97.4M
MPM BioImpact LLC2 / 3$112.6M
Siren, L.L.C.2 / 3$201.0M
Defilade Capital Management, L.P.2 / 3$26.9M

Ranked by the share of each fund's own book sitting in the names it shares with Column Group LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

3 positions
Surrozen, Inc. is 56.5% of the book
#SecurityValueShares% PortLast moveHistory
1Surrozen, Inc.
COM
$49.7M1.92M
56.5%
—Held
2ORIC Pharmaceuticals Inc.
COM
$38.3M3.54M
43.5%
—Held
3Revolution Medicines Inc
COM
$9K46
<0.1%
—Held
Showing all 3 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.1B · Q4 2020Q4 2020 · $1.1BQ2 2026 · $88.1M

Reported 13F total per quarter, log scale (the range spans more than 20x). Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d3$88.1M13F-HR
Q1 2026Mar 31, 2026May 18, 202648d3$100.7M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d5$82.8M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d5$81.0M13F-HR
Q2 2025Jun 30, 2025Aug 15, 202546d5$65.7M13F-HR
Q1 2025Mar 31, 2025May 14, 202544d5$44.2M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d5$55.7M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202445d6$69.6M13F-HR
Q2 2024Jun 30, 2024Aug 15, 202446d6$71.3M13F-HR
Q1 2024Mar 31, 2024May 15, 202445d7$160.5M13F-HR
Q4 2023Dec 31, 2023Feb 9, 202440d6$151.4M13F-HR
Q3 2023Sep 30, 2023Nov 13, 202344d7$150.6M13F-HR
Q2 2023Jun 30, 2023Jul 24, 202324d7$257.7M13F-HR
Q1 2023Mar 31, 2023May 15, 202345d7$276.6M13F-HR
Q4 2022Dec 31, 2022Feb 13, 202344d7$300.4M13F-HR
Q3 2022Sep 30, 2022Nov 14, 202245d7$451.8M13F-HR
Q2 2022Jun 30, 2022Aug 12, 202243d7$469.9M13F-HR
Q1 2022Mar 31, 2022May 16, 202246d7$539.4M13F-HR
Q4 2021Dec 31, 2021Feb 11, 202242d7$735.3M13F-HR
Q3 2021Sep 30, 2021Nov 12, 202143d7$879.1M13F-HR
Q2 2021Jun 30, 2021Aug 16, 202147d5$706.5M13F-HR
Q1 2021Mar 31, 2021May 17, 202147d6$1.0B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202147d7$1.1B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.