Affinity Asset Advisors’s Sutro Biopharma STRO Stock Holding History

Affinity Asset Advisors’s Portfolio STRO Stock Details STRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.9M	Buy	1,172,487 +102,968	+10%	+$3.21M	1.76%	17
2026 Q1	$26.6M	Buy	1,069,519 +321,137	+43%	+$5.8M	1.38%	23
2025 Q4	$8.66M	Buy	748,382 +673,110	+894%	+$6.39M	0.49%	49
2025 Q3	$654K	Hold	75,272	–	–	0.06%	87
2025 Q2	$537K	Hold	75,272	–	–	0.07%	77
2025 Q1	$490K	Buy	+75,272	New	+$1.19M	0.05%	85
2021 Q2	–	Sell	-8,000	Closed	-$1.82M	–	77
2021 Q1	$1.82M	Sell	8,000 -12,000	-60%	-$2.85M	0.62%	39
2020 Q4	$4.34M	Buy	+20,000	New	+$3.31M	2.3%	11

Other funds holding STRO

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

VCIM

Velan Capital Investment Management Alpharetta, Georgia $164M AUM 542.31% 1-Year Est. Return

Affinity Asset Advisors's STRO Position: Q2 2026 in Review

Affinity Asset Advisors increased its Sutro Biopharma (STRO) stake by 9.6% in Q2 2026, buying an estimated $3.21M and bringing the position to 1,172,487 shares worth $38.9M. The position accounts for 1.76% of the portfolio, ranked #17.

Affinity Asset Advisors first reported a position in STRO in Q4 2020 and has held it in 8 quarters since. 100 funds tracked by Wall St. Rank hold STRO as of Q2 2026.

Affinity Asset Advisors held 1,172,487 shares of Sutro Biopharma worth $38.9M as of Q2 2026.
Affinity Asset Advisors bought 102,968 Sutro Biopharma shares in Q2 2026, an estimated $3.21M.
Sutro Biopharma made up 1.76% of Affinity Asset Advisors's portfolio in Q2 2026, its #17 holding.
Affinity Asset Advisors first reported a position in Sutro Biopharma in Q4 2020 and has held it in 8 quarters since.
100 funds tracked by Wall St. Rank held Sutro Biopharma as of Q2 2026.

Based on Affinity Asset Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.