JO
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John Overdeck’s Sutro Biopharma STRO Stock Holding History

John Overdeck’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 		$6.7M Buy
201,688
+136,512
+209% +$4.26M ﹤0.01% 1863
2026
Q1 		$1.62M Buy
65,176
+18,684
+40% +$338K ﹤0.01% 2917
2025
Q4 		$538K Buy
46,492
+6,813
+17% +$64.7K ﹤0.01% 3262
2025
Q3 		$345K Buy
39,679
+28,172
+245% +$240K ﹤0.01% 3158
2025
Q2 		$82.1K Buy
11,507
+1,919
+20% +$15.7K ﹤0.01% 3017
2025
Q1 		$62.4K Sell
9,588
-22,041
-70% -$347K ﹤0.01% 3025
2024
Q4 		$582K Sell
31,629
-17,548
-36% -$536K ﹤0.01% 2467
2024
Q3 		$1.7M Sell
49,177
-1,183
-2% -$46.4K ﹤0.01% 1773
2024
Q2 		$1.48M Buy
50,360
+1,784
+4% +$70.5K ﹤0.01% 1767
2024
Q1 		$2.74M Buy
48,576
+16,257
+50% +$718K 0.01% 1277
2023
Q4 		$1.39M Buy
+32,319
New +$1.03M ﹤0.01% 1874
2023
Q3 		– Sell
-13,582
Closed -$632K – 3207
2023
Q2 		$632K Sell
13,582
-20,459
-60% -$1.02M ﹤0.01% 2216
2023
Q1 		$1.57M Buy
34,041
+10,251
+43% +$651K ﹤0.01% 1562
2022
Q4 		$1.92M Buy
23,790
+6,081
+34% +$423K 0.01% 1335
2022
Q3 		$983K Sell
17,709
-581
-3% -$34.4K ﹤0.01% 1480
2022
Q2 		$953K Buy
18,290
+1,999
+12% +$112K ﹤0.01% 1570
2022
Q1 		$1.34M Buy
16,291
+4,983
+44% +$474K ﹤0.01% 1555
2021
Q4 		$1.68M Sell
11,308
-11,440
-50% -$2.05M ﹤0.01% 2085
2021
Q3 		$4.3M Buy
22,748
+2,344
+11% +$446K 0.01% 1352
2021
Q2 		$3.79M Buy
20,404
+8,553
+72% +$1.67M 0.01% 1374
2021
Q1 		$2.7M Buy
11,851
+6,966
+143% +$1.65M 0.01% 1475
2020
Q4 		$1.06M Sell
4,885
-5,888
-55% -$975K ﹤0.01% 1960
2020
Q3 		$1.08M Buy
+10,773
New +$1.02M ﹤0.01% 1698

Other funds holding STRO

PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SB
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
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

John Overdeck's STRO Position: Q2 2026 in Review

John Overdeck increased its Sutro Biopharma (STRO) stake by 209% in Q2 2026, buying an estimated $4.26M and bringing the position to 201,688 shares worth $6.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

John Overdeck first reported a position in STRO in Q3 2020 and has held it in 23 quarters since. 99 funds tracked by Wall St. Rank hold STRO as of Q2 2026.

  • John Overdeck held 201,688 shares of Sutro Biopharma worth $6.7M as of Q2 2026.
  • John Overdeck bought 136,512 Sutro Biopharma shares in Q2 2026, an estimated $4.26M.
  • Sutro Biopharma made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1863 holding.
  • John Overdeck first reported a position in Sutro Biopharma in Q3 2020 and has held it in 23 quarters since.
  • 99 funds tracked by Wall St. Rank held Sutro Biopharma as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.