Which hedge funds own GLUE? MONTE ROSA THERAPEUTICS INC, Q2 2026 13F holders
44 tracked hedge funds disclosed a position in GLUE (MONTE ROSA THERAPEUTICS INC) in their Q2 2026 13F filings, worth $643.5m in total. The largest holder by portfolio weight is Boone Capital Management LLC at 3.5% of its book. 12 opened a new position this quarter: Boone Capital Management LLC, Opaleye Management Inc., Stempoint Capital LP, Tetragon Partners GP Ltd. 5 exited: Rangeley Capital, LLC, Cormorant Asset Management, LP, Prelude Capital Management, LLC.
- 44
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 12
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 5
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $55.0m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $21.5m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $643m
- Combined value Sum of the holders' reported positions in the security.
- 3.6%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Rangeley Capital, LLC | 0.5% | $444k |
| Cormorant Asset Management, LP | 0.3% | $6.6m |
| Prelude Capital Management, LLC | 0.05% | $715k |
| Arrowstreet Capital, Limited Partnership | 0.01% | $10.7m |
| Millennium Management LLC | 0.0% | $3.1m |
Ownership over time
Who discovered GLUE first? Beta
The run: Q2 2025 → Q2 2026, +437%
| Silverarc Capital Management, LLC | Q4 2025 | – | +2.8 pts |
| Montanova Capital, LLC | Q4 2025 | 0.6% | +2.3 pts |
| Vestal Point Capital, LP | Q1 2026 | – | +1.3 pts |
| Braidwell LP | Q1 2026 | – | +0.9 pts |
| MPM Bioimpact LLC | Q4 2025 | – | +0.8 pts |
| Octagon Capital Advisors LP | Q2 2021 | – | −0.1 pts |
| Avoro Capital Advisors LLC | Q2 2021 | 0.3% | −1.0 pts |
| Cormorant Asset Management, LP | Q2 2021 | – | −2.9 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.