SUVRETTA CAPITAL MANAGEMENT, LLC
Position in GLUE — Monte Rosa Therapeutics, Inc.
CIK 1569064
New York, NY
Position in GLUE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$85,898,843
+$16,367,835 QoQ
Shares Held
3,549,539
-16.0% QoQ
Ownership
4.16%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#9
of 193 holders
Holding Since
Jun 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GLUE Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026SUVRETTA CAPITAL MANAGEMENT, LLC holds $2,923,514,073 across 34 Biotechnology names. GLUE ranks #13 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MANE |
Veradermics, Inc
|
4,168,970 | $512,533,171 | |
| 2 | ARQT |
Arcutis Biotherapeutics, Inc.
|
12,437,000 | $326,098,140 | |
| 3 | LEGN |
Legend Biotech Corp
|
7,070,000 | $204,181,600 | |
| 4 | PVLA |
Palvella Therapeutics, Inc.
|
1,135,406 | $173,512,744 | |
| 5 | AVBP |
ArriVent BioPharma, Inc.
|
4,515,531 | $156,869,546 | |
| 6 | BNTC |
Benitec Biopharma Inc.
|
11,548,351 | $154,516,936 | |
| 7 | BHVN |
Biohaven Ltd.
|
10,286,937 | $153,069,622 | |
| 8 | RCUS |
Arcus Biosciences, Inc.
|
4,776,423 | $147,257,121 |
All Filings in GLUE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,898,843 | 3,549,539 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $85,898,843 | 3,549,539 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $69,531,008 | 4,226,809 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $52,684,800 | 3,360,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,897,600 | 3,360,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,153,600 | 3,360,000 | Shares | Sole | 2025-08-14 | |
| 2025-04-09 | $13,641,600 | 3,360,000 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $7,256,022 | 1,563,798 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,852,758 | 1,563,798 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,092,700 | 2,659,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,944,660 | 2,659,000 | Shares | Sole | 2024-08-14 | |
| 2021-06-30 | $3,405,000 | 150,000 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||