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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
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 $1.9T AUM 41.92% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Values First Advisors's SRRK Position: Q1 2026 in Review

Values First Advisors increased its Scholar Rock (SRRK) stake by 1.5% in Q1 2026, buying an estimated $12.8K and bringing the position to 18,850 shares worth $927K. The position accounts for 0.48% of the portfolio, ranked #60.

Values First Advisors first reported a position in SRRK in Q2 2024 and has held it in 8 quarters since. 274 funds tracked by Wall St. Rank hold SRRK as of Q1 2026.

  • Values First Advisors held 18,850 shares of Scholar Rock worth $927K as of Q1 2026.
  • Values First Advisors bought 286 Scholar Rock shares in Q1 2026, an estimated $12.8K.
  • Scholar Rock made up 0.48% of Values First Advisors's portfolio in Q1 2026, its #60 holding.
  • Values First Advisors first reported a position in Scholar Rock in Q2 2024 and has held it in 8 quarters since.
  • 274 funds tracked by Wall St. Rank held Scholar Rock as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.