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Orbis Allan Gray’s Scholar Rock SRRK Stock Holding History

Orbis Allan Gray’s Portfolio SRRK Stock Details SRRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326M Buy
5,933,533
+1,753,550
+42% +$84.7M 1.12% 31
2026
Q1 		$205M Buy
4,179,983
+751,054
+22% +$33.7M 0.87% 37
2025
Q4 		$151M Buy
3,428,929
+3,126,677
+1,034% +$117M 0.63% 45
2025
Q3 		$11.3M Buy
+302,252
New +$10.6M 0.05% 81

Other funds holding SRRK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Orbis Allan Gray's SRRK Position: Q2 2026 in Review

Orbis Allan Gray increased its Scholar Rock (SRRK) stake by 42% in Q2 2026, buying an estimated $84.7M and bringing the position to 5,933,533 shares worth $326M. The position accounts for 1.12% of the portfolio, ranked #31.

Orbis Allan Gray first reported a position in SRRK in Q3 2025 and has held it in 4 quarters since. 306 funds tracked by Wall St. Rank hold SRRK as of Q2 2026.

  • Orbis Allan Gray held 5,933,533 shares of Scholar Rock worth $326M as of Q2 2026.
  • Orbis Allan Gray bought 1,753,550 Scholar Rock shares in Q2 2026, an estimated $84.7M.
  • Scholar Rock made up 1.12% of Orbis Allan Gray's portfolio in Q2 2026, its #31 holding.
  • Orbis Allan Gray first reported a position in Scholar Rock in Q3 2025 and has held it in 4 quarters since.
  • 306 funds tracked by Wall St. Rank held Scholar Rock as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.