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Avidity Partners Management’s CG Oncology CGON Stock Holding History

Avidity Partners Management’s Portfolio CGON Stock Details CGON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$87.2M Sell
1,288,948
-183,751
-12% -$10.4M 9.32% 3
2025
Q4 		$61.1M Sell
1,472,699
-128,200
-8% -$5.31M 17.64% 2
2025
Q3 		$64.5M Buy
1,600,899
+100,957
+7% +$2.94M 14.68% 2
2025
Q2 		$39M Buy
1,499,942
+519,000
+53% +$12.5M 7.77% 1
2025
Q1 		$24M Sell
980,942
-116,858
-11% -$3.29M 4.58% 4
2024
Q4 		$31.5M Sell
1,097,800
-558,200
-34% -$19.1M 3.09% 7
2024
Q3 		$62.5M Buy
1,656,000
+359,775
+28% +$12.6M 3.19% 5
2024
Q2 		$40.9M Sell
1,296,225
-158,540
-11% -$5.5M 1.74% 20
2024
Q1 		$63.9M Buy
+1,454,765
New +$59.4M 2.06% 15

Other funds holding CGON

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Avidity Partners Management's CGON Position: Q1 2026 in Review

Avidity Partners Management reduced its CG Oncology (CGON) stake by 12% in Q1 2026, selling an estimated $10.4M and leaving 1,288,948 shares worth $87.2M. The position accounts for 9.32% of the portfolio, ranked #3.

Avidity Partners Management first reported a position in CGON in Q1 2024 and has held it in 9 quarters since. 233 funds tracked by Wall St. Rank hold CGON as of Q1 2026.

  • Avidity Partners Management held 1,288,948 shares of CG Oncology worth $87.2M as of Q1 2026.
  • Avidity Partners Management sold 183,751 CG Oncology shares in Q1 2026, an estimated $10.4M.
  • CG Oncology made up 9.32% of Avidity Partners Management's portfolio in Q1 2026, its #3 holding.
  • Avidity Partners Management first reported a position in CG Oncology in Q1 2024 and has held it in 9 quarters since.
  • 233 funds tracked by Wall St. Rank held CG Oncology as of Q1 2026.

Based on Avidity Partners Management's 13F filing for Q1 2026, filed 13 May 2026.