Blue Water Life Science Advisors, LP
Blue Water Life Science Advisors, LP is a California-based investment adviser specializing in life sciences, owned and managed by Nathaniel T. Cornell. The firm was established in 2019 and operates as a limited partnership, focusing on institutional-level investment management primarily in the healthcare and biotechnology sectors. It serves institutional clients and high-net-worth individuals, with headquarters in Larkspur, California. The firm is registered with the SEC.
Investment Strategy
Blue Water Life Science Advisors, LP pursues a concentrated, research-driven investment approach focused on life sciences, healthcare, and biotechnology. The firm invests across public equities in these sectors, seeking differentiated opportunities through deep scientific and industry analysis. Portfolio construction emphasizes high-conviction positions in companies with strong growth prospects, innovative products, or significant market potential within the life sciences and healthcare fields.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NTRA | NATERA INC | 22.26% | $28.1M | 166,494 | $78.28 | $168.94 | -$1.4M |
A ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 19.78% | $25.0M | 2,145,145 | $5.12 | $11.65 | +$9.1M |
G GH | GUARDANT HEALTH INC | 18.09% | $22.8M | 439,047 | $53.65 | $52.04 | -$6.7M |
C CDNA | CAREDX INC | 11.20% | $14.1M | 724,014 | $17.83 | $19.54 | +$1.3M |
T TXG | 10X GENOMICS INC-CLASS A | 10.09% | $12.7M | 1,100,720 | $11.58 | $11.58 | +$12.7M |