VarCov Co’s Summit Therapeutics SMMT Stock Holding History

VarCov Co’s Portfolio SMMT Stock Details SMMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$932K	Buy	63,957 +40,448	+172%	+$717K	0.35%	98
2026 Q1	$446K	Buy	+23,509	New	+$380K	0.17%	232

Other funds holding SMMT

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

VarCov Co's SMMT Position: Q2 2026 in Review

VarCov Co increased its Summit Therapeutics (SMMT) stake by 172% in Q2 2026, buying an estimated $717K and bringing the position to 63,957 shares worth $932K. The position accounts for 0.35% of the portfolio, ranked #98.

VarCov Co first reported a position in SMMT in Q1 2026 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold SMMT as of Q2 2026.

VarCov Co held 63,957 shares of Summit Therapeutics worth $932K as of Q2 2026.
VarCov Co bought 40,448 Summit Therapeutics shares in Q2 2026, an estimated $717K.
Summit Therapeutics made up 0.35% of VarCov Co's portfolio in Q2 2026, its #98 holding.
VarCov Co first reported a position in Summit Therapeutics in Q1 2026 and has held it in 2 quarters since.
241 funds tracked by Wall St. Rank held Summit Therapeutics as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.