Deerfield Management’s Cullinan Oncology CGEM Stock Holding History

Deerfield Management’s Portfolio CGEM Stock Details CGEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.49M	Hold	386,169	–	–	0.06%	70
2025 Q4	$4M	Sell	386,169 -2,540,844	-87%	-$22.9M	0.05%	71
2025 Q3	$17.4M	Sell	2,927,013 -928,539	-24%	-$6.8M	0.27%	62
2025 Q2	$29M	Sell	3,855,552 -5,287	-0.1%	-$42.5K	0.53%	37
2025 Q1	$29.2M	Buy	3,860,839 +481,440	+14%	+$4.62M	0.58%	39
2024 Q4	$41.2M	Buy	3,379,399 +99,399	+3%	+$1.43M	0.78%	32
2024 Q3	$54.9M	Sell	3,280,000 -237	-0%	-$4.2K	0.82%	27
2024 Q2	$57.2M	Buy	3,280,237 +2,141,706	+188%	+$45.6M	0.95%	27
2024 Q1	$19.4M	Buy	+1,138,531	New	+$17.6M	0.34%	54
2022 Q2	–	Sell	-375,585	Closed	-$3.93M	–	128
2022 Q1	$3.93M	Sell	375,585 -296,105	-44%	-$4M	0.09%	90
2021 Q4	$10.4M	Sell	671,690 -372,310	-36%	-$7.43M	0.22%	83
2021 Q3	$23.6M	Hold	1,044,000	–	–	0.46%	63
2021 Q2	$26.9M	Buy	+1,044,000	New	+$32.1M	0.48%	69

Other funds holding CGEM

LCM

Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return

MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Deerfield Management's CGEM Position: Q1 2026 in Review

Deerfield Management held its Cullinan Oncology (CGEM) position steady in Q1 2026 at 386,169 shares worth $5.49M. The position accounts for 0.06% of the portfolio, ranked #70.

Deerfield Management first reported a position in CGEM in Q2 2021 and has held it in 13 quarters since. The position peaked at $57.2M in Q2 2024. 174 funds tracked by Wall St. Rank hold CGEM as of Q1 2026.

Deerfield Management held 386,169 shares of Cullinan Oncology worth $5.49M as of Q1 2026.
Deerfield Management left its Cullinan Oncology share count unchanged in Q1 2026.
Cullinan Oncology made up 0.06% of Deerfield Management's portfolio in Q1 2026, its #70 holding.
Deerfield Management first reported a position in Cullinan Oncology in Q2 2021 and has held it in 13 quarters since.
Deerfield Management's Cullinan Oncology position peaked at $57.2M in Q2 2024.
174 funds tracked by Wall St. Rank held Cullinan Oncology as of Q1 2026.

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