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

Cormorant 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	$6.58M	Buy	+400,000	New	+$7.65M	0.33%	42
2023 Q2	–	Sell	-2,893,717	Closed	-$22.5M	–	71
2023 Q1	$22.5M	Hold	2,893,717	–	–	1.48%	18
2022 Q4	$22M	Sell	2,893,717 -100,000	-3%	-$833K	1.47%	23
2022 Q3	$24.5M	Hold	2,993,717	–	–	1.71%	21
2022 Q2	$28.9M	Sell	2,993,717 -8,482	-0.3%	-$85.2K	2.19%	14
2022 Q1	$42.1M	Hold	3,002,199	–	–	3.23%	9
2021 Q4	$61.3M	Sell	3,002,199 -100,000	-3%	-$2.09M	3.65%	6
2021 Q3	$68M	Sell	3,102,199 -91,774	-3%	-$2.63M	2.76%	10
2021 Q2	$69.5M	Buy	+3,193,973	New	+$65.1M	2.36%	10

Other funds holding GLUE

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 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

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

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

Cormorant Asset Management opened a new position in Monte Rosa Therapeutics (GLUE) in Q1 2026: 400,000 shares worth $6.58M. The stake represents 0.33% of the portfolio and ranks #42 among its holdings. This is a return to the name: Cormorant Asset Management previously reported a position in GLUE as recently as Q1 2023.

Cormorant Asset Management first reported a position in GLUE in Q2 2021 and has held it in 9 quarters since. The position peaked at $69.5M in Q2 2021. 190 funds tracked by Wall St. Rank hold GLUE as of Q1 2026.

Cormorant Asset Management held 400,000 shares of Monte Rosa Therapeutics worth $6.58M as of Q1 2026.
Monte Rosa Therapeutics was a new Cormorant Asset Management position in Q1 2026.
Monte Rosa Therapeutics made up 0.33% of Cormorant Asset Management's portfolio in Q1 2026, its #42 holding.
Cormorant Asset Management first reported a position in Monte Rosa Therapeutics in Q2 2021 and has held it in 9 quarters since.
Cormorant Asset Management's Monte Rosa Therapeutics position peaked at $69.5M in Q2 2021.
190 funds tracked by Wall St. Rank held Monte Rosa Therapeutics as of Q1 2026.

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