SEPN β€” SEPTERNA, INC.

Ownership history in TRV GP V, LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which TRV GP V, LLC reported a position in SEPTERNA, INC. (SEPN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
48.42% (2024 Q4)
πŸ“Š Avg. % of fund
38.06%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

TRV GP V, LLC Γ— SEPN AI Analytics

πŸ“ˆ TRV GP V, LLC outperformed the S&P 500 by +116.7% annually on this SEPN position. Average cost basis: $22.90. Maximum drawdown during holding period: –74.7%.

πŸ“ˆ Position Alpha vs SPY
+116.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 116.7% per year on this position.
4 quarters analyzed

πŸ’° Entry Quality
$22.90
+21.7% vs current ($27.88)

Best entry: $22.90 (2024 Q4)  Β·  Worst: $22.90 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–74.7%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 40.38% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SEPN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 6,215,591 β€” 0% 40.38% $173.3M $27.88
2025 Q3 UNCHANGED 6,215,591 β€” 0% 33.07% $116.9M $18.81
2025 Q2 UNCHANGED 6,215,591 β€” 0% 39.66% $65.7M $10.57
2025 Q1 UNCHANGED 6,215,591 β€” 0% 28.77% $36.0M $5.79
2024 Q4 INITIATED 6,215,591 β€” β€” 48.42% $142.3M $22.90
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