MPM BioImpact’s Cullinan Oncology CGEM Stock Holding History

MPM BioImpact’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	$177M	Buy	9,731,341 +2,083,073	+27%	+$30.9M	10.81%	1
2026 Q1	$109M	Hold	7,648,268	–	–	8.39%	2
2025 Q4	$79.2M	Hold	7,648,268	–	–	9.06%	1
2025 Q3	$45.4M	Hold	7,648,268	–	–	7.42%	2
2025 Q2	$57.6M	Hold	7,648,268	–	–	9.98%	1
2025 Q1	$57.9M	Hold	7,648,268	–	–	9.95%	1
2024 Q4	$93.2M	Hold	7,648,268	–	–	13.23%	1
2024 Q3	$128M	Hold	7,648,268	–	–	19.21%	1
2024 Q2	$133M	Hold	7,648,268	–	–	20.73%	1
2024 Q1	$130M	Hold	7,648,268	–	–	20.95%	1
2023 Q4	$77.9M	Hold	7,648,268	–	–	18.23%	1
2023 Q3	$69.2M	Hold	7,648,268	–	–	18.48%	1
2023 Q2	$82.3M	Hold	7,648,268	–	–	16.57%	1
2023 Q1	$78.2M	Hold	7,648,268	–	–	20.33%	1
2022 Q4	$80.7M	Hold	7,648,268	–	–	20.93%	1
2022 Q3	$98.1M	Hold	7,648,268	–	–	23.22%	1
2022 Q2	$98.1M	Hold	7,648,268	–	–	27.24%	1
2022 Q1	$80.1M	Hold	7,648,268	–	–	21.49%	1
2021 Q4	$118M	Hold	7,648,268	–	–	21.51%	1
2021 Q3	$173M	Sell	7,648,268 -265,619	-3%	-$7.1M	26.78%	1
2021 Q2	$204M	Hold	7,913,887	–	–	33.48%	1
2021 Q1	$330M	Buy	+7,913,887	New	+$321M	41.43%	1

Other funds holding CGEM

LCM

Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MPM BioImpact's CGEM Position: Q2 2026 in Review

MPM BioImpact increased its Cullinan Oncology (CGEM) stake by 27% in Q2 2026, buying an estimated $30.9M and bringing the position to 9,731,341 shares worth $177M. The position accounts for 10.81% of the portfolio, ranked #1.

MPM BioImpact first reported a position in CGEM in Q1 2021 and has held it in 22 quarters since. The position peaked at $330M in Q1 2021. 184 funds tracked by Wall St. Rank hold CGEM as of Q2 2026.

MPM BioImpact held 9,731,341 shares of Cullinan Oncology worth $177M as of Q2 2026.
MPM BioImpact bought 2,083,073 Cullinan Oncology shares in Q2 2026, an estimated $30.9M.
Cullinan Oncology made up 10.81% of MPM BioImpact's portfolio in Q2 2026, its #1 holding.
MPM BioImpact first reported a position in Cullinan Oncology in Q1 2021 and has held it in 22 quarters since.
MPM BioImpact's Cullinan Oncology position peaked at $330M in Q1 2021.
184 funds tracked by Wall St. Rank held Cullinan Oncology as of Q2 2026.

Based on MPM BioImpact's 13F filing for Q2 2026, filed 14 Aug 2026.