1y return−23.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $39 against $157 in the S&P 500.2
Syncona Portfolio LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AUTLAutolus Therapeutics PLC | $26.6M | 100.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AUTLAutolus Therapeutics PLC | December 31, 2021 | −69.2% | $26.6M |
Sold off last quarter
- IPSCCentury Therapeutics was $2.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.1% | +14.8% |
| March 31, 2026 | −25.1% | −4.6% |
| December 31, 2025 | +23.8% | +2.4% |
| September 30, 2025 | −28.2% | +7.8% |
| June 30, 2025 | +46.4% | +10.5% |
| March 31, 2025 | −19.2% | −4.6% |
| December 31, 2024 | −28.8% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | −44.5% | +4.0% |
| March 31, 2024 | +2.6% | +10.0% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | +21.7% | +8.3% |
| March 31, 2023 | −2.5% | +7.0% |
| December 31, 2022 | −36.8% | +7.1% |
| September 30, 2022 | −17.9% | −5.3% |
| June 30, 2022 | −22.6% | −16.5% |
| March 31, 2022 | −30.6% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Syncona Portfolio Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1725042&type=13F-HR&dateb=&owner=include&count=40CIK 1725042
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1725042/000119312526338587/Filed August 7, 2026 · accession 0001193125-26-338587