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Values First Advisors’s Scholar Rock SRRK Stock Holding History

Values First Advisors’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 		$1.07M Buy
19,463
+613
+3% +$29.6K 0.49% 63
2026
Q1 		$927K Buy
18,850
+286
+2% +$12.8K 0.48% 60
2025
Q4 		$818K Sell
18,564
-588
-3% -$22.1K 0.42% 73
2025
Q3 		$713K Sell
19,152
-973
-5% -$34K 0.38% 74
2025
Q2 		$713K Buy
20,125
+1,917
+11% +$60.2K 0.39% 79
2025
Q1 		$587K Sell
18,208
-26
-0.1% -$1K 0.34% 76
2024
Q4 		$788K Sell
18,234
-7,885
-30% -$257K 0.43% 63
2024
Q3 		$209K Buy
26,119
+140
+0.5% +$1.23K 0.11% 142
2024
Q2 		$216K Buy
+25,979
New +$318K 0.13% 144

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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

Values First Advisors's SRRK Position: Q2 2026 in Review

Values First Advisors increased its Scholar Rock (SRRK) stake by 3.3% in Q2 2026, buying an estimated $29.6K and bringing the position to 19,463 shares worth $1.07M. The position accounts for 0.49% of the portfolio, ranked #63.

Values First Advisors first reported a position in SRRK in Q2 2024 and has held it in 9 quarters since. 306 funds tracked by Wall St. Rank hold SRRK as of Q2 2026.

  • Values First Advisors held 19,463 shares of Scholar Rock worth $1.07M as of Q2 2026.
  • Values First Advisors bought 613 Scholar Rock shares in Q2 2026, an estimated $29.6K.
  • Scholar Rock made up 0.49% of Values First Advisors's portfolio in Q2 2026, its #63 holding.
  • Values First Advisors first reported a position in Scholar Rock in Q2 2024 and has held it in 9 quarters since.
  • 306 funds tracked by Wall St. Rank held Scholar Rock as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.