What smart money is saying about GRAIL
1 fund in our archive has pitched GRAIL — most recently Artisan Partners Global Equity Strategy in September 2026.
GRAIL, Inc., a commercial-stage healthcare company, provides multi-cancer early detection testing and services in the United States and internationally. It offers Galleri, a cancer screening test for asymptomatic individuals over 50 years of age; and a diagnostic aid for cancer tests to accelerate diagnostic resolution for patients with clinical suspicion of cancer. The company also provides development services, including support for ongoing clinical studies, pilot testing, research, and therapy development. In addition, its precision oncology portfolio consists of n RUO-targeted methylation-based platform that enables applications for disease prognostication, risk stratification, minimal residual disease detection, and recurrence and relapse monitoring. The company was incorporated in 2015 and is headquartered in Menlo Park, California.
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Position history
Between Q2 2026 and Q3 2026, 5 fund letters reported a position in GRAIL — 3 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 4 | 2 | 2 | 1 |
| Q2 2026 | 1 | 1 | 0 | 0 |
Fund activity · 5 positions · 5 moves
- New positionArtisan Partners Global Equity StrategySeptember 2026
“Outside of our core themes, we added GRAIL, a US-based biotechnology company focused on early cancer detection.”
GRAIL - September 2026
“Outside of our core themes, we added GRAIL, a US-based biotechnology company focused on early cancer detection.”
GRAIL - September 2026
“GRAIL (GRAL) develops the Galleri multi-cancer early detection blood test. An FDA advisory committee voted in late September that the test's benefits outweigh its risks, which we believe bodes well for approval early next year. Ligand Pharmaceuticals (LGND) collects royalties on a diversified portfolio of partnered therapies; we added to the position as we gained conviction in the company. We continue to believe AI has the potential to accelerate the discovery of new therapies, and that the tools and platforms in the discovery and manufacturing workflow are a durable way to participate. Given the strong moves, we trimmed TWST and GRAL and started a new position in Cryoport (CYRX),”
GRAIL - September 2026
“GRAIL (Health Care, Pioneer) - Trimmed GRAIL appreciated sharply following a positive FDA advisory-panel vote that reduced an important element of regulatory uncertainty around its multi-cancer early detection platform. The favorable development increased investor confidence in the company's long-term commercial opportunity. As the shares responded, we trimmed the position to manage position size while maintaining exposure to the longer-term thesis.”
GRAIL - June 2026
“These companies can largely be thought of as "picks and shovels" to the industry and include such names as Repligen (RGEN), Twist Bioscience (TWST), and GRAIL (GRAL).”
191 more words on why — unlock Granahan Investment Management Focused Growth Strategy’s full commentGRAIL
Fund coverage · 1 thesis
- Artisan Partners Global Equity StrategySeptember 2026
GRAIL is a cancer-detection biotech with a large addressable market, regulatory progress, and reimbursement potential supporting substantial revenue growth.
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