| 4 |
| BlackRock, Inc. |
| 5.2M |
| $95.3M |
| +17.6% |
| 8.514% |
| 0.00% |
| 5 | STATE STREET CORP | 3.7M | $66.8M | +44.2% | 5.969% | 0.00% |
| 6 | Kynam Capital Management, LP | 3.1M | $56.7M | 0.0% | 5.067% | 3.13% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | $47.6M | +5.3% | 4.253% | 0.00% |
| 8 | RTW INVESTMENTS, LP | 2.4M | $43.1M | +38.6% | 3.847% | 0.37% |
| 9 | Siren, L.L.C. | 1.9M | $34.5M | +58.7% | 3.081% | 0.70% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $28.2M | +13.1% | 2.518% | 0.00% |
| 11 | Blue Owl Capital Holdings LP | 1.5M | $28.0M | -19.4% | 2.505% | 4.22% |
| 12 | Venrock Adviser, LLC | 1.4M | $25.1M | 0.0% | 2.245% | 0.76% |
| 13 | BOOTHBAY FUND MANAGEMENT, LLC | 1.1M | $19.7M | -2.7% | 1.761% | 0.26% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1.0M | $19.1M | +15.5% | 1.703% | 0.00% |
| 15 | GOLDMAN SACHS GROUP INC | 1.0M | $18.2M | +119.9% | 1.630% | 0.00% |
| 16 | Affinity Asset Advisors, LLC | 876K | $15.9M | +12.1% | 1.425% | 0.72% |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 739K | $13.5M | +33.7% | 1.202% | 0.00% |
| 18 | BOONE CAPITAL MANAGEMENT LLC | 704K | $12.8M | — | 1.146% | 3.00% |
| 19 | Elmind Capital, LP | 690K | $12.6M | +30.2% | 1.123% | 3.16% |
| 20 | MORGAN STANLEY | 629K | $11.5M | +6.7% | 1.023% | 0.00% |
| 21 | TWIN FOCUS CAPITAL PARTNERS, LLC | 595K | $10.8M | 0.0% | 0.969% | 1.10% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 581K | $10.6M | +61.1% | 0.946% | 0.00% |
| 23 | NORTHERN TRUST CORP | 571K | $10.4M | +27.1% | 0.929% | 0.00% |
| 24 | CITADEL ADVISORS LLC | 513K | $9.3M | +75.5% | 0.835% | 0.00% |
| 25 | BANK OF AMERICA CORP /DE/ | 510K | $9.3M | -1.2% | 0.830% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CGEM — a direct measure of their conviction.
| 110.46% |
| 2.10 pp |
| $464M |
| 39% |
| Q4 2024 | 146 | +7.4% | 112.56% | 2.00 pp | $761M | 28% |
| Q3 2024 | 136 | — | 114.56% | — | $1.06B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
28 institutions opened new positions in CGEM during Q2 2026, while 18 fully exited. 123 added to existing positions and 26 trimmed.
CGEM institutional ownership rose by 4.96 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 66.0% of all reported 13F value in CGEM, and the top 25 account for 84.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Cullinan Therapeutics, Inc. (CGEM) Institutional Ownership