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

Suvretta 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 		$69.5M Buy
4,226,809
+866,809
+26% +$16.6M 1.78% 24
2025
Q4 		$52.7M Hold
3,360,000
– – 1.08% 35
2025
Q3 		$24.9M Hold
3,360,000
– – 0.64% 48
2025
Q2 		$15.2M Buy
3,360,000
+1,796,202
+115% +$8.01M 0.46% 51
2025
Q1 		$7.26M Hold
1,563,798
– – 0.27% 57
2024
Q4 		$10.9M Sell
1,563,798
-1,095,202
-41% -$8.22M 0.37% 54
2024
Q3 		$14.1M Hold
2,659,000
– – 0.45% 50
2024
Q2 		$9.94M Buy
+2,659,000
New +$13.6M 0.37% 51
2021
Q3 		– Sell
-150,000
Closed -$3.4M – 114
2021
Q2 		$3.4M Buy
+150,000
New +$3.06M 0.05% 98

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
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
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return

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

Suvretta Capital Management increased its Monte Rosa Therapeutics (GLUE) stake by 26% in Q1 2026, buying an estimated $16.6M and bringing the position to 4,226,809 shares worth $69.5M. The position accounts for 1.78% of the portfolio, ranked #24.

Suvretta Capital Management first reported a position in GLUE in Q2 2021 and has held it in 9 quarters since. 190 funds tracked by Wall St. Rank hold GLUE as of Q1 2026.

  • Suvretta Capital Management held 4,226,809 shares of Monte Rosa Therapeutics worth $69.5M as of Q1 2026.
  • Suvretta Capital Management bought 866,809 Monte Rosa Therapeutics shares in Q1 2026, an estimated $16.6M.
  • Monte Rosa Therapeutics made up 1.78% of Suvretta Capital Management's portfolio in Q1 2026, its #24 holding.
  • Suvretta Capital Management first reported a position in Monte Rosa Therapeutics in Q2 2021 and has held it in 9 quarters since.
  • 190 funds tracked by Wall St. Rank held Monte Rosa Therapeutics as of Q1 2026.

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