Avoro Capital Advisors’s Monte Rosa Therapeutics GLUE Stock Holding History

Avoro Capital Advisors’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
2025 Q3	–	Sell	-3,725,000	Closed	-$16.8M	–	34
2025 Q2	$16.8M	Sell	3,725,000 -920,548	-20%	-$4.11M	0.29%	27
2025 Q1	$21.6M	Buy	4,645,548 +300,548	+7%	+$1.84M	0.34%	30
2024 Q4	$30.2M	Sell	4,345,000 -1,445,236	-25%	-$10.8M	0.43%	30
2024 Q3	$30.7M	Buy	5,790,236 +1,255,236	+28%	+$6.34M	0.45%	30
2024 Q2	$17M	Hold	4,535,000	–	–	0.23%	36
2024 Q1	$32M	Hold	4,535,000	–	–	0.37%	40
2023 Q4	$25.6M	Hold	4,535,000	–	–	0.35%	34
2023 Q3	$21.7M	Hold	4,535,000	–	–	0.34%	31
2023 Q2	$31.1M	Buy	4,535,000 +210,000	+5%	+$1.36M	0.42%	29
2023 Q1	$33.7M	Hold	4,325,000	–	–	0.5%	26
2022 Q4	$32.9M	Buy	4,325,000 +961,667	+29%	+$8.01M	0.49%	29
2022 Q3	$27.5M	Buy	3,363,333 +51,797	+2%	+$476K	0.51%	28
2022 Q2	$32M	Buy	3,311,536 +102	+0%	+$1.02K	0.63%	25
2022 Q1	$46.4M	Hold	3,311,434	–	–	0.85%	20
2021 Q4	$67.6M	Hold	3,311,434	–	–	1.15%	17
2021 Q3	$61M	Hold	3,311,434	–	–	0.96%	21
2021 Q2	$62.2M	Buy	+3,311,434	New	+$67.4M	1.08%	21

Other funds holding GLUE

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

VVM

Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

Aisling Capital Management New York $476M AUM 128.63% 1-Year Est. Return

Avoro Capital Advisors's GLUE Position: Q3 2025 in Review

Avoro Capital Advisors sold out of Monte Rosa Therapeutics (GLUE) in Q3 2025, closing a stake of 3,725,000 shares — an estimated $16.8M sold.

Avoro Capital Advisors first reported a position in GLUE in Q2 2021 and held it in 17 quarters. The position peaked at $67.6M in Q4 2021. 129 funds tracked by Wall St. Rank hold GLUE as of Q3 2025.

Avoro Capital Advisors reported no remaining Monte Rosa Therapeutics position as of Q3 2025 after selling out during the quarter.
Avoro Capital Advisors sold 3,725,000 Monte Rosa Therapeutics shares in Q3 2025, an estimated $16.8M.
Avoro Capital Advisors first reported a position in Monte Rosa Therapeutics in Q2 2021 and held it in 17 quarters.
Avoro Capital Advisors's Monte Rosa Therapeutics position peaked at $67.6M in Q4 2021.
129 funds tracked by Wall St. Rank held Monte Rosa Therapeutics as of Q3 2025.

Based on Avoro Capital Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.