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Aaron Cowen’s Monte Rosa Therapeutics GLUE Stock Holding History

Aaron Cowen’s Portfolio GLUE Stock Details GLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85.9M Sell
3,549,539
-677,270
-16% -$12.8M 1.57% 21
2026
Q1 		$69.5M Buy
4,226,809
+866,809
+26% +$16.6M 1.78% 24
2025
Q4 		$52.7M Hold
3,360,000
– – 1.08% 35
2025
Q3 		$24.9M Hold
3,360,000
– – 0.64% 48
2025
Q2 		$15.2M Buy
3,360,000
+1,796,202
+115% +$8.01M 0.46% 51
2025
Q1 		$7.26M Hold
1,563,798
– – 0.27% 57
2024
Q4 		$10.9M Sell
1,563,798
-1,095,202
-41% -$8.22M 0.37% 54
2024
Q3 		$14.1M Hold
2,659,000
– – 0.45% 50
2024
Q2 		$9.94M Buy
+2,659,000
New +$13.6M 0.37% 51
2021
Q3 		– Sell
-150,000
Closed -$3.4M – 114
2021
Q2 		$3.4M Buy
+150,000
New +$3.06M 0.05% 98

Other funds holding GLUE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VVM
Versant Venture Management San Francisco, California $163M AUM 240.43% 1-Year Est. Return

Aaron Cowen's GLUE Position: Q2 2026 in Review

Aaron Cowen reduced its Monte Rosa Therapeutics (GLUE) stake by 16% in Q2 2026, selling an estimated $12.8M and leaving 3,549,539 shares worth $85.9M. The position accounts for 1.57% of the portfolio, ranked #21.

Aaron Cowen first reported a position in GLUE in Q2 2021 and has held it in 10 quarters since. 191 funds tracked by Wall St. Rank hold GLUE as of Q2 2026.

  • Aaron Cowen held 3,549,539 shares of Monte Rosa Therapeutics worth $85.9M as of Q2 2026.
  • Aaron Cowen sold 677,270 Monte Rosa Therapeutics shares in Q2 2026, an estimated $12.8M.
  • Monte Rosa Therapeutics made up 1.57% of Aaron Cowen's portfolio in Q2 2026, its #21 holding.
  • Aaron Cowen first reported a position in Monte Rosa Therapeutics in Q2 2021 and has held it in 10 quarters since.
  • 191 funds tracked by Wall St. Rank held Monte Rosa Therapeutics as of Q2 2026.

Based on Suvretta Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.