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 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

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

Affinity Asset Advisors's STRO Position: Q1 2026 in Review

Affinity Asset Advisors increased its Sutro Biopharma (STRO) stake by 43% in Q1 2026, buying an estimated $5.8M and bringing the position to 1,069,519 shares worth $26.6M. The position accounts for 1.38% of the portfolio, ranked #23.

Affinity Asset Advisors first reported a position in STRO in Q4 2020 and has held it in 7 quarters since. 78 funds tracked by Wall St. Rank hold STRO as of Q1 2026.

Affinity Asset Advisors held 1,069,519 shares of Sutro Biopharma worth $26.6M as of Q1 2026.
Affinity Asset Advisors bought 321,137 Sutro Biopharma shares in Q1 2026, an estimated $5.8M.
Sutro Biopharma made up 1.38% of Affinity Asset Advisors's portfolio in Q1 2026, its #23 holding.
Affinity Asset Advisors first reported a position in Sutro Biopharma in Q4 2020 and has held it in 7 quarters since.
78 funds tracked by Wall St. Rank held Sutro Biopharma as of Q1 2026.

Based on Affinity Asset Advisors's 13F filing for Q1 2026, filed 14 May 2026.