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John Overdeck’s Cullinan Oncology CGEM Stock Holding History

John Overdeck’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
Q2 		$4.96M Sell
272,581
-249,466
-48% -$3.7M ﹤0.01% 2154
2026
Q1 		$7.42M Buy
522,047
+51,521
+11% +$662K 0.01% 1653
2025
Q4 		$4.87M Buy
470,526
+410,854
+689% +$3.71M 0.01% 1744
2025
Q3 		$354K Buy
+59,672
New +$437K ﹤0.01% 3143
2025
Q2 		– Sell
-14,796
Closed -$112K – 3216
2025
Q1 		$112K Sell
14,796
-27,409
-65% -$263K ﹤0.01% 2953
2024
Q4 		$514K Buy
42,205
+19,261
+84% +$277K ﹤0.01% 2529
2024
Q3 		$384K Sell
22,944
-34,417
-60% -$610K ﹤0.01% 2574
2024
Q2 		$1M Buy
+57,361
New +$1.22M ﹤0.01% 1985
2024
Q1 		– Sell
-50,342
Closed -$513K – 3061
2023
Q4 		$513K Buy
+50,342
New +$446K ﹤0.01% 2444
2022
Q4 		– Sell
-13,100
Closed -$168K – 2823
2022
Q3 		$168K Sell
13,100
-700
-5% -$9.43K ﹤0.01% 2145
2022
Q2 		$177K Buy
13,800
+587
+4% +$6.66K ﹤0.01% 2185
2022
Q1 		$138K Sell
13,213
-2,913
-18% -$39.4K ﹤0.01% 2393
2021
Q4 		$249K Buy
+16,126
New +$322K ﹤0.01% 3773

Other funds holding CGEM

MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

John Overdeck's CGEM Position: Q2 2026 in Review

John Overdeck reduced its Cullinan Oncology (CGEM) stake by 48% in Q2 2026, selling an estimated $3.7M and leaving 272,581 shares worth $4.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

John Overdeck first reported a position in CGEM in Q4 2021 and has held it in 13 quarters since. The position peaked at $7.42M in Q1 2026. 182 funds tracked by Wall St. Rank hold CGEM as of Q2 2026.

  • John Overdeck held 272,581 shares of Cullinan Oncology worth $4.96M as of Q2 2026.
  • John Overdeck sold 249,466 Cullinan Oncology shares in Q2 2026, an estimated $3.7M.
  • Cullinan Oncology made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2154 holding.
  • John Overdeck first reported a position in Cullinan Oncology in Q4 2021 and has held it in 13 quarters since.
  • John Overdeck's Cullinan Oncology position peaked at $7.42M in Q1 2026.
  • 182 funds tracked by Wall St. Rank held Cullinan Oncology as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.