Stanley Druckenmiller’s Cogent Biosciences COGT Stock Holding History

Stanley Druckenmiller’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	–	Sell	-2,214,470	Closed	-$78.7M	–	76
2025 Q4	$78.7M	Buy	2,214,470 +1,154,890	+109%	+$32.5M	1.75%	18
2025 Q3	$15.2M	Buy	+1,059,580	New	+$12.6M	0.37%	56

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

Stanley Druckenmiller's COGT Position: Q1 2026 in Review

Stanley Druckenmiller sold out of Cogent Biosciences (COGT) in Q1 2026, closing a stake of 2,214,470 shares — an estimated $78.7M sold.

Stanley Druckenmiller first reported a position in COGT in Q3 2025 and held it in 2 quarters. The position peaked at $78.7M in Q4 2025. 305 funds tracked by Wall St. Rank hold COGT as of Q1 2026.

Stanley Druckenmiller reported no remaining Cogent Biosciences position as of Q1 2026 after selling out during the quarter.
Stanley Druckenmiller sold 2,214,470 Cogent Biosciences shares in Q1 2026, an estimated $78.7M.
Stanley Druckenmiller first reported a position in Cogent Biosciences in Q3 2025 and held it in 2 quarters.
Stanley Druckenmiller's Cogent Biosciences position peaked at $78.7M in Q4 2025.
305 funds tracked by Wall St. Rank held Cogent Biosciences as of Q1 2026.

Based on Duquesne Family Office's 13F filing for Q1 2026, filed 15 May 2026.