TAM
TECX

TFG Asset Management’s Tectonic Therapeutic TECX Stock Holding History

TFG Asset Management’s Portfolio TECX Stock Details TECX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.6M Buy
46,516
+8,928
+24% +$262K 0.25% 36
2026
Q1 		$1.16M Buy
+37,588
New +$925K 0.23% 33
2025
Q4 		– Sell
-243,728
Closed -$3.82M – 44
2025
Q3 		$3.82M Buy
243,728
+14,896
+7% +$307K 0.51% 22
2025
Q2 		$4.55M Buy
228,832
+41,332
+22% +$838K 0.73% 19
2025
Q1 		$3.32M Buy
+187,500
New +$6.11M 0.76% 18

Other funds holding TECX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
5VM
5AM Venture Management San Francisco, California $288M AUM 313.93% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

TFG Asset Management's TECX Position: Q2 2026 in Review

TFG Asset Management increased its Tectonic Therapeutic (TECX) stake by 24% in Q2 2026, buying an estimated $262K and bringing the position to 46,516 shares worth $1.6M. The position accounts for 0.25% of the portfolio, ranked #36.

TFG Asset Management first reported a position in TECX in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.55M in Q2 2025. 123 funds tracked by Wall St. Rank hold TECX as of Q2 2026.

  • TFG Asset Management held 46,516 shares of Tectonic Therapeutic worth $1.6M as of Q2 2026.
  • TFG Asset Management bought 8,928 Tectonic Therapeutic shares in Q2 2026, an estimated $262K.
  • Tectonic Therapeutic made up 0.25% of TFG Asset Management's portfolio in Q2 2026, its #36 holding.
  • TFG Asset Management first reported a position in Tectonic Therapeutic in Q1 2025 and has held it in 5 quarters since.
  • TFG Asset Management's Tectonic Therapeutic position peaked at $4.55M in Q2 2025.
  • 123 funds tracked by Wall St. Rank held Tectonic Therapeutic as of Q2 2026.

Based on TFG Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.