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Braidwell’s Monte Rosa Therapeutics GLUE Stock Holding History

Braidwell’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 		$52.7M Buy
3,206,574
+2,258,258
+238% +$43.2M 1.76% 19
2025
Q4 		$14.9M Buy
+948,316
New +$12.8M 0.48% 58

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

Braidwell's GLUE Position: Q1 2026 in Review

Braidwell increased its Monte Rosa Therapeutics (GLUE) stake by 238% in Q1 2026, buying an estimated $43.2M and bringing the position to 3,206,574 shares worth $52.7M. The position accounts for 1.76% of the portfolio, ranked #19.

Braidwell first reported a position in GLUE in Q4 2025 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold GLUE as of Q1 2026.

  • Braidwell held 3,206,574 shares of Monte Rosa Therapeutics worth $52.7M as of Q1 2026.
  • Braidwell bought 2,258,258 Monte Rosa Therapeutics shares in Q1 2026, an estimated $43.2M.
  • Monte Rosa Therapeutics made up 1.76% of Braidwell's portfolio in Q1 2026, its #19 holding.
  • Braidwell first reported a position in Monte Rosa Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held Monte Rosa Therapeutics as of Q1 2026.

Based on Braidwell's 13F filing for Q1 2026, filed 15 May 2026.