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John Overdeck’s Monte Rosa Therapeutics GLUE Stock Holding History

John Overdeck’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
Q2 		$3.41M Buy
140,923
+121,623
+630% +$2.3M ﹤0.01% 2515
2026
Q1 		$317K Buy
19,300
+5,300
+38% +$101K ﹤0.01% 4039
2025
Q4 		$220K Sell
14,000
-147,481
-91% -$1.99M ﹤0.01% 3731
2025
Q3 		$1.2M Sell
161,481
-78,456
-33% -$416K ﹤0.01% 2461
2025
Q2 		$1.08M Buy
239,937
+16,807
+8% +$75K ﹤0.01% 2200
2025
Q1 		$1.04M Sell
223,130
-55,655
-20% -$341K ﹤0.01% 2157
2024
Q4 		$1.93M Buy
278,785
+265,285
+1,965% +$1.99M ﹤0.01% 1744
2024
Q3 		$71.5K Buy
+13,500
New +$68.1K ﹤0.01% 2933
2023
Q4 		– Sell
-66,750
Closed -$320K – 3229
2023
Q3 		$320K Buy
+66,750
New +$430K ﹤0.01% 2467
2023
Q2 		– Sell
-10,100
Closed -$78.7K – 3102
2023
Q1 		$78.7K Buy
+10,100
New +$70.2K ﹤0.01% 2703

Other funds holding GLUE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

John Overdeck's GLUE Position: Q2 2026 in Review

John Overdeck increased its Monte Rosa Therapeutics (GLUE) stake by 630% in Q2 2026, buying an estimated $2.3M and bringing the position to 140,923 shares worth $3.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2515.

John Overdeck first reported a position in GLUE in Q1 2023 and has held it in 10 quarters since. 191 funds tracked by Wall St. Rank hold GLUE as of Q2 2026.

  • John Overdeck held 140,923 shares of Monte Rosa Therapeutics worth $3.41M as of Q2 2026.
  • John Overdeck bought 121,623 Monte Rosa Therapeutics shares in Q2 2026, an estimated $2.3M.
  • Monte Rosa Therapeutics made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2515 holding.
  • John Overdeck first reported a position in Monte Rosa Therapeutics in Q1 2023 and has held it in 10 quarters since.
  • 191 funds tracked by Wall St. Rank held Monte Rosa Therapeutics as of Q2 2026.

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