B
TECX

Braidwell’s Tectonic Therapeutic TECX Stock Holding History

Braidwell’s Portfolio TECX Stock Details TECX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.5M Sell
596,900
-250,251
-30% -$7.35M 0.76% 53
2026
Q1 		$26.2M Sell
847,151
-80,373
-9% -$1.98M 0.87% 46
2025
Q4 		$19.3M Buy
927,524
+190,657
+26% +$3.54M 0.62% 54
2025
Q3 		$11.6M Buy
+736,867
New +$15.2M 0.34% 62

Other funds holding TECX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
5VM
5AM Venture Management San Francisco, California $288M AUM 313.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return

Braidwell's TECX Position: Q2 2026 in Review

Braidwell reduced its Tectonic Therapeutic (TECX) stake by 30% in Q2 2026, selling an estimated $7.35M and leaving 596,900 shares worth $20.5M. The position accounts for 0.76% of the portfolio, ranked #53.

Braidwell first reported a position in TECX in Q3 2025 and has held it in 4 quarters since. The position peaked at $26.2M in Q1 2026. 123 funds tracked by Wall St. Rank hold TECX as of Q2 2026.

  • Braidwell held 596,900 shares of Tectonic Therapeutic worth $20.5M as of Q2 2026.
  • Braidwell sold 250,251 Tectonic Therapeutic shares in Q2 2026, an estimated $7.35M.
  • Tectonic Therapeutic made up 0.76% of Braidwell's portfolio in Q2 2026, its #53 holding.
  • Braidwell first reported a position in Tectonic Therapeutic in Q3 2025 and has held it in 4 quarters since.
  • Braidwell's Tectonic Therapeutic position peaked at $26.2M in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Tectonic Therapeutic as of Q2 2026.

Based on Braidwell's 13F filing for Q2 2026, filed 14 Aug 2026.