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BVF Inc’s Monte Rosa Therapeutics GLUE Stock Holding History

BVF Inc’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 		$73.4M Buy
4,460,886
+625,000
+16% +$12M 2.34% 17
2025
Q4 		$60.1M Sell
3,835,886
-1,824,246
-32% -$24.6M 2.02% 17
2025
Q3 		$41.9M Hold
5,660,132
– – 1.7% 21
2025
Q2 		$25.5M Hold
5,660,132
– – 0.91% 20
2025
Q1 		$26.3M Buy
5,660,132
+2,895,661
+105% +$17.8M 1.07% 20
2024
Q4 		$19.2M Buy
+2,764,471
New +$20.7M 0.65% 29

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 $6.73T AUM 46.02% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 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 $3.37T AUM 44.26% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return

BVF Inc's GLUE Position: Q1 2026 in Review

BVF Inc increased its Monte Rosa Therapeutics (GLUE) stake by 16% in Q1 2026, buying an estimated $12M and bringing the position to 4,460,886 shares worth $73.4M. The position accounts for 2.34% of the portfolio, ranked #17.

BVF Inc first reported a position in GLUE in Q4 2024 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold GLUE as of Q1 2026.

  • BVF Inc held 4,460,886 shares of Monte Rosa Therapeutics worth $73.4M as of Q1 2026.
  • BVF Inc bought 625,000 Monte Rosa Therapeutics shares in Q1 2026, an estimated $12M.
  • Monte Rosa Therapeutics made up 2.34% of BVF Inc's portfolio in Q1 2026, its #17 holding.
  • BVF Inc first reported a position in Monte Rosa Therapeutics in Q4 2024 and has held it in 6 quarters since.
  • 191 funds tracked by Wall St. Rank held Monte Rosa Therapeutics as of Q1 2026.

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