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ACT Capital Management’s Monte Rosa Therapeutics GLUE Stock Holding History

ACT Capital Management’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 		$847K Buy
35,000
+12,500
+56% +$236K 0.55% 30
2026
Q1 		$370K Buy
+22,500
New +$430K 0.29% 38

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
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ACT Capital Management's GLUE Position: Q2 2026 in Review

ACT Capital Management increased its Monte Rosa Therapeutics (GLUE) stake by 56% in Q2 2026, buying an estimated $236K and bringing the position to 35,000 shares worth $847K. The position accounts for 0.55% of the portfolio, ranked #30.

ACT Capital Management first reported a position in GLUE in Q1 2026 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold GLUE as of Q2 2026.

  • ACT Capital Management held 35,000 shares of Monte Rosa Therapeutics worth $847K as of Q2 2026.
  • ACT Capital Management bought 12,500 Monte Rosa Therapeutics shares in Q2 2026, an estimated $236K.
  • Monte Rosa Therapeutics made up 0.55% of ACT Capital Management's portfolio in Q2 2026, its #30 holding.
  • ACT Capital Management first reported a position in Monte Rosa Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held Monte Rosa Therapeutics as of Q2 2026.

Based on ACT Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.