13F

Investor

Lunate Capital Ltd

CIK 0002056786 · filed 2026-04-16 · SEC filing

13F book

$120.4M

Positions

6

Largest name

44.4%

Revolution Medicines Inc

Est. mark

−$12.7M

Price effect on 6 names still held. Flow −$131.2M.
NameTickerSharesValueWeightEst. markChange
Revolution Medicines Inc549K$53.4M44.4%$9.66MCut−$121.5M
SailPoint, Inc.SAIL3M$39.7M33.0%−$21MHeld
Lineage, Inc.LINE600K$19.7M16.3%−$1.34MHeld
Neumora Therapeutics, Inc.NMRA2.12M$4.14M3.4%$339.9KHeld
Navan, Inc.NAVN200K$2.65M2.2%−$768KHeld
Revolution Medicines Inc450K$805.5K0.7%$382.5KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.