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Nantahala Capital Management’s Monte Rosa Therapeutics GLUE Stock Holding History

Nantahala Capital 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 		$10.7M Buy
651,993
+594,002
+1,024% +$11.4M 0.39% 67
2025
Q4 		$909K Buy
+57,991
New +$781K 0.03% 138

Other funds holding GLUE

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
BI
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Nantahala Capital Management's GLUE Position: Q1 2026 in Review

Nantahala Capital Management increased its Monte Rosa Therapeutics (GLUE) stake by 1,024% in Q1 2026, buying an estimated $11.4M and bringing the position to 651,993 shares worth $10.7M. The position accounts for 0.39% of the portfolio, ranked #67.

Nantahala Capital Management first reported a position in GLUE in Q4 2025 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold GLUE as of Q1 2026.

  • Nantahala Capital Management held 651,993 shares of Monte Rosa Therapeutics worth $10.7M as of Q1 2026.
  • Nantahala Capital Management bought 594,002 Monte Rosa Therapeutics shares in Q1 2026, an estimated $11.4M.
  • Monte Rosa Therapeutics made up 0.39% of Nantahala Capital Management's portfolio in Q1 2026, its #67 holding.
  • Nantahala Capital Management first reported a position in Monte Rosa Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held Monte Rosa Therapeutics as of Q1 2026.

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