VHCP Management II’s Constellation Pharmaceuticals, Inc. CNST Stock Holding History

VHCP Management II’s Portfolio CNST Stock Details CNST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$70.7M	Buy	1,500,631 +773,954	+107%	+$22.3M	18.64%	3
2019 Q3	$4.69M	Hold	726,677	–	–	1.79%	11
2019 Q2	$8.92M	Hold	726,677	–	–	2.81%	10
2019 Q1	$9.85M	Hold	726,677	–	–	2.88%	11
2018 Q4	$2.91M	Hold	726,677	–	–	1.25%	14
2018 Q3	$4.89M	Buy	+726,677	New	+$6.92M	1.31%	15

Other funds holding CNST

Peter Svennilson $1.23B AUM 301.34% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

TRV GP Boston, Massachusetts $18.9M AUM 541.67% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

VMI

VHCP Management III New York $504M AUM 683.12% 1-Year Est. Return

CAM

Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

VHCP Management II's CNST Position: Q4 2019 in Review

VHCP Management II increased its Constellation Pharmaceuticals, Inc. (CNST) stake by 107% in Q4 2019, buying an estimated $22.3M and bringing the position to 1,500,631 shares worth $70.7M. The position accounts for 18.64% of the portfolio, ranked #3.

VHCP Management II first reported a position in CNST in Q3 2018 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold CNST as of Q4 2019.

VHCP Management II held 1,500,631 shares of Constellation Pharmaceuticals, Inc. worth $70.7M as of Q4 2019.
VHCP Management II bought 773,954 Constellation Pharmaceuticals, Inc. shares in Q4 2019, an estimated $22.3M.
Constellation Pharmaceuticals, Inc. made up 18.64% of VHCP Management II's portfolio in Q4 2019, its #3 holding.
VHCP Management II first reported a position in Constellation Pharmaceuticals, Inc. in Q3 2018 and has held it in 6 quarters since.
100 funds tracked by Wall St. Rank held Constellation Pharmaceuticals, Inc. as of Q4 2019.

Based on VHCP Management II's 13F filing for Q4 2019, filed 13 Feb 2020.