Lunate Capital Ltd

Est. AUM

$120.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	REVOLUTION MEDICINES INC	COM	$53.4M	549050	44.36%	DFND
2	SAILPOINT INC	COM	$39.7M	3000000	33.00%	DFND
3	LINEAGE INC	COM	$19.7M	600000	16.33%	DFND
4	NEUMORA THERAPEUTICS INC.	COM	$4.1M	2124143	3.44%	DFND
5	NAVAN INC	CL A	$2.6M	200000	2.20%	DFND
6	REVOLUTION MEDICINES INC	*W EXP 12/17/202	$806K	450000	0.67%	DFND

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.