Redmile Group’s Cogent Biosciences COGT Stock Holding History

Redmile Group’s Portfolio COGT Stock Details COGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.5M	Sell	688,036 -749,882	-52%	-$27.7M	1.75%	12
2025 Q4	$51.1M	Sell	1,437,918 -771,200	-35%	-$21.7M	3.76%	8
2025 Q3	$31.7M	Buy	2,209,118 +761,078	+53%	+$9.02M	3.09%	12
2025 Q2	$10.4M	Sell	1,448,040 -1,767,986	-55%	-$9.8M	1.11%	21
2025 Q1	$19.3M	Sell	3,216,026 -338,810	-10%	-$2.66M	1.82%	18
2024 Q4	$27.7M	Sell	3,554,836 -929,544	-21%	-$9.26M	1.93%	20
2024 Q3	$48.4M	Sell	4,484,380 -315,593	-7%	-$3.07M	2.85%	13
2024 Q2	$40.5M	Buy	4,799,973 +837,371	+21%	+$6.35M	2.45%	14
2024 Q1	$26.6M	Buy	3,962,602 +1,048,580	+36%	+$6.48M	0.98%	36
2023 Q4	$17.1M	Buy	2,914,022 +860,689	+42%	+$6.6M	0.61%	43
2023 Q3	$20M	Hold	2,053,333	–	–	0.95%	32
2023 Q2	$24.3M	Buy	+2,053,333	New	+$23.6M	0.93%	32

Other funds holding COGT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

FFM

Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return

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

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Redmile Group's COGT Position: Q1 2026 in Review

Redmile Group reduced its Cogent Biosciences (COGT) stake by 52% in Q1 2026, selling an estimated $27.7M and leaving 688,036 shares worth $26.5M. The position accounts for 1.75% of the portfolio, ranked #12.

Redmile Group first reported a position in COGT in Q2 2023 and has held it in 12 quarters since. The position peaked at $51.1M in Q4 2025. 305 funds tracked by Wall St. Rank hold COGT as of Q1 2026.

Redmile Group held 688,036 shares of Cogent Biosciences worth $26.5M as of Q1 2026.
Redmile Group sold 749,882 Cogent Biosciences shares in Q1 2026, an estimated $27.7M.
Cogent Biosciences made up 1.75% of Redmile Group's portfolio in Q1 2026, its #12 holding.
Redmile Group first reported a position in Cogent Biosciences in Q2 2023 and has held it in 12 quarters since.
Redmile Group's Cogent Biosciences position peaked at $51.1M in Q4 2025.
305 funds tracked by Wall St. Rank held Cogent Biosciences as of Q1 2026.

Based on Redmile Group's 13F filing for Q1 2026, filed 15 May 2026.