VA
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Verdad Advisers’s Cullinan Oncology CGEM Stock Holding History

Verdad Advisers’s Portfolio CGEM Stock Details CGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$528K Buy
28,987
+16,383
+130% +$243K 0.51% 74
2026
Q1 		$179K Buy
+12,604
New +$162K 0.2% 137

Other funds holding CGEM

MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

Verdad Advisers's CGEM Position: Q2 2026 in Review

Verdad Advisers increased its Cullinan Oncology (CGEM) stake by 130% in Q2 2026, buying an estimated $243K and bringing the position to 28,987 shares worth $528K. The position accounts for 0.51% of the portfolio, ranked #74.

Verdad Advisers first reported a position in CGEM in Q1 2026 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold CGEM as of Q2 2026.

  • Verdad Advisers held 28,987 shares of Cullinan Oncology worth $528K as of Q2 2026.
  • Verdad Advisers bought 16,383 Cullinan Oncology shares in Q2 2026, an estimated $243K.
  • Cullinan Oncology made up 0.51% of Verdad Advisers's portfolio in Q2 2026, its #74 holding.
  • Verdad Advisers first reported a position in Cullinan Oncology in Q1 2026 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Cullinan Oncology as of Q2 2026.

Based on Verdad Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.