Balyasny Asset Management
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Balyasny Asset Management’s Monte Rosa Therapeutics GLUE Stock Holding History

Balyasny Asset 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
Q1 		$4.22M Buy
+256,731
New +$4.91M 0.01% 1437
2025
Q4 		– Sell
-408,540
Closed -$3.03M – 3264
2025
Q3 		$3.03M Buy
+408,540
New +$2.16M ﹤0.01% 1611
2024
Q1 		– Sell
-38,802
Closed -$219K – 2801
2023
Q4 		$219K Buy
+38,802
New +$152K ﹤0.01% 2284
2022
Q4 		– Sell
-19,031
Closed -$155K – 2945
2022
Q3 		$155K Buy
+19,031
New +$175K ﹤0.01% 2353

Other funds holding GLUE

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Balyasny Asset Management's GLUE Position: Q1 2026 in Review

Balyasny Asset Management opened a new position in Monte Rosa Therapeutics (GLUE) in Q1 2026: 256,731 shares worth $4.22M. The stake represents 0.01% of the portfolio and ranks #1437 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in GLUE as recently as Q3 2025.

Balyasny Asset Management first reported a position in GLUE in Q3 2022 and has held it in 4 quarters since. 190 funds tracked by Wall St. Rank hold GLUE as of Q1 2026.

  • Balyasny Asset Management held 256,731 shares of Monte Rosa Therapeutics worth $4.22M as of Q1 2026.
  • Monte Rosa Therapeutics was a new Balyasny Asset Management position in Q1 2026.
  • Monte Rosa Therapeutics made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1437 holding.
  • Balyasny Asset Management first reported a position in Monte Rosa Therapeutics in Q3 2022 and has held it in 4 quarters since.
  • 190 funds tracked by Wall St. Rank held Monte Rosa Therapeutics as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.