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Syncona Portfolio Ltd

SEC CIK
0001725042
Latest filing
Aug 6, 2026

The latest 13F from Syncona Portfolio Ltd covers Q2 2026 (filed Aug 6, 2026): 1 long positions worth $26.6M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Autolus Therapeutics plc (AUTL) at 100.0%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
0
Sold out
1
Est. −$2.74M

Top 5 holdings

Share of this quarter's portfolio value

  1. AUTLAutolus Therapeutics plc
    100.0%$26.6MHistory

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. IPSCCentury Therapeutics, Inc.
    −$2.74MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. IPSCCentury Therapeutics, Inc.
    −10.66 pp10.7% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$26.6M
+$919.5K (+3.6%) vs. prior quarter
Positions
1
−1 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
19.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $157.7M (Q4 2023)

Q4 2021: $104.7MQ1 2022: $104.7MQ2 2022: $70.4MQ3 2022: $57.5MQ4 2022: $63.0MQ1 2023: $61.5MQ2 2023: $66.3MQ3 2023: $67.1MQ4 2023: $157.7MQ1 2024: $150.1MQ2 2024: $85.9MQ3 2024: $80.7MQ4 2024: $53.0MQ1 2025: $26.4MQ2 2025: $38.6MQ3 2025: $27.7MQ4 2025: $34.3MQ1 2026: $25.7MQ2 2026: $26.6M
Q4 2021Q2 2026
13F filings of Syncona Portfolio Ltd by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 6, 20261$26.6MAUTLvs. Q1 2026SEC
Q1 2026May 14, 20262$25.7MAUTLIPSCvs. Q4 2025SEC
Q4 2025Feb 5, 20262$34.3MAUTLIPSCvs. Q3 2025SEC
Q3 2025Nov 6, 20252$27.7MAUTLIPSCvs. Q2 2025SEC
Q2 2025Aug 7, 20252$38.6MAUTLIPSCvs. Q1 2025SEC
Q1 2025May 7, 20252$26.4MAUTLIPSCvs. Q4 2024SEC
Q4 2024Feb 6, 20253$53.0MAUTLAchilles Therapeutics PLCIPSCvs. Q3 2024SEC
Q3 2024Nov 14, 20243$80.7MAUTLAchilles Therapeutics PLCIPSCvs. Q2 2024SEC
Q2 2024Aug 13, 20243$85.9MAUTLAchilles Therapeutics PLCIPSCvs. Q1 2024SEC
Q1 2024May 7, 20242$150.1MAUTLAchilles Therapeutics PLCvs. Q4 2023SEC
Q4 2023Feb 1, 20244$157.7MAUTLAchilles Therapeutics PLCFreeline Therapeutics Hldgsvs. Q3 2023SEC
Q3 2023Nov 1, 20234$67.1MAUTLAchilles Therapeutics PLCFreeline Therapeutics Hldgsvs. Q2 2023SEC
Q2 2023Jul 27, 20234$66.3MAUTLAchilles Therapeutics PLCFreeline Therapeutics Hldgsvs. Q1 2023SEC
Q1 2023May 12, 20234$61.5MAUTLAchilles Therapeutics PLCFreeline Therapeutics Hldgsvs. Q4 2022SEC
Q4 2022Feb 14, 20234$63.0MAUTLFreeline Therapeutics HldgsAchilles Therapeutics PLCvs. Q3 2022SEC
Q3 2022Nov 4, 20224$57.5MAchilles Therapeutics PLCAUTLFreeline Therapeutics Hldgsvs. Q2 2022SEC
Q2 2022Aug 10, 20224$70.4MAchilles Therapeutics PLCAUTLFreeline Therapeutics Hldgsvs. Q1 2022SEC
Q1 2022May 31, 20224$104.7MAchilles Therapeutics PLCAUTLFreeline Therapeutics Hldgsvs. Q4 2021SEC
Q4 2021Feb 11, 20224$104.7MAchilles Therapeutics PLCAUTLFreeline Therapeutics Hldgs–SEC

13D and 13G filings

Companies where Syncona Portfolio Ltd reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Syncona Portfolio Ltd owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
AUTLAutolus Therapeutics plc13G/A10.80%28.8M shares–Feb 12, 20216 filingsMay 7, 2025SEC

Latest filings

14 filings on file made by Syncona Portfolio Ltd or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Syncona Portfolio Ltd
CompanyFiled (ET)FormStakeChangeEvent dateFiling
AUTLAutolus Therapeutics plcMay 7, 20259:00 AM ET13G/A10.80%28.8M shares–Mar 31, 2025SEC
AUTLAutolus Therapeutics plcNov 14, 202413G/AOld format–––SEC
Freeline Therapeutics Holdings plcFeb 22, 202413D/AOld format–––SEC
Achilles Therapeutics plcFeb 13, 20246:40 PM ET13G/AOld format–––SEC
AUTLAutolus Therapeutics plcFeb 13, 202413G/AOld format–––SEC
Freeline Therapeutics Holdings plcNov 24, 202313D/AOld format–––SEC
Freeline Therapeutics Holdings plcOct 18, 202313D/AOld format–––SEC
AUTLAutolus Therapeutics plcFeb 14, 202313G/AOld format–––SEC
Freeline Therapeutics Holdings plcMar 25, 202213DOld format–––SEC
Achilles Therapeutics plcFeb 11, 202213GOld format–New–SEC
AUTLAutolus Therapeutics plcFeb 11, 202213G/AOld format–––SEC
Freeline Therapeutics Holdings plcFeb 11, 202213G/AOld format–––SEC
Freeline Therapeutics Holdings plcFeb 12, 202113GOld format–New–SEC
AUTLAutolus Therapeutics plcFeb 12, 202113G/AOld format–––SEC