Vestal Point Capital’s Monte Rosa Therapeutics GLUE Stock Holding History

Vestal Point Capital’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 Q2	$111M	Buy	4,600,000 +996,535	+28%	+$18.8M	2.6%	13
2026 Q1	$59.3M	Buy	3,603,465 +2,828,465	+365%	+$54.1M	1.66%	21
2025 Q4	$12.2M	Sell	775,000 -25,000	-3%	-$337K	0.41%	47
2025 Q3	$5.93M	Buy	+800,000	New	+$4.24M	0.27%	60
2025 Q1	–	Sell	-425,000	Closed	-$2.95M	–	69
2024 Q4	$2.95M	Sell	425,000 -505,000	-54%	-$3.79M	0.17%	63
2024 Q3	$4.93M	Buy	930,000 +40,000	+4%	+$202K	0.37%	49
2024 Q2	$3.33M	Buy	+890,000	New	+$4.54M	0.25%	50

Other funds holding GLUE

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

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

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

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

BBA

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

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

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VVM

Versant Venture Management San Francisco, California $163M AUM 240.43% 1-Year Est. Return

Vestal Point Capital's GLUE Position: Q2 2026 in Review

Vestal Point Capital increased its Monte Rosa Therapeutics (GLUE) stake by 28% in Q2 2026, buying an estimated $18.8M and bringing the position to 4,600,000 shares worth $111M. The position accounts for 2.6% of the portfolio, ranked #13.

Vestal Point Capital first reported a position in GLUE in Q2 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold GLUE as of Q2 2026.

Vestal Point Capital held 4,600,000 shares of Monte Rosa Therapeutics worth $111M as of Q2 2026.
Vestal Point Capital bought 996,535 Monte Rosa Therapeutics shares in Q2 2026, an estimated $18.8M.
Monte Rosa Therapeutics made up 2.6% of Vestal Point Capital's portfolio in Q2 2026, its #13 holding.
Vestal Point Capital first reported a position in Monte Rosa Therapeutics in Q2 2024 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held Monte Rosa Therapeutics as of Q2 2026.

Based on Vestal Point Capital's 13F filing for Q2 2026, filed 14 Aug 2026.