| 4 |
| WELLINGTON MANAGEMENT GROUP LLP |
| 5.3M |
| $378.3M |
| -0.9% |
| 6.037% |
| 0.07% |
| 5 | FMR LLC | 4.2M | $295.7M | +10.5% | 4.718% | 0.01% |
| 6 | TCG Crossover Management, LLC | 3.7M | $260.8M | 0.0% | 4.161% | 6.27% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.5M | $246.2M | +12.0% | 3.929% | 0.01% |
| 8 | Caption Management, LLC | 3.5M | $245.8M | +25.4% | 3.921% | 1.15% |
| 9 | STATE STREET CORP | 3.4M | $244.2M | +29.9% | 3.897% | 0.00% |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 3.3M | $235.7M | +9.3% | 3.760% | 0.01% |
| 11 | Foresite Capital Management VI LLC | 2.4M | $168.4M | +6.7% | 2.687% | 26.20% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 2.2M | $153.0M | +34.8% | 2.441% | 0.01% |
| 13 | EcoR1 Capital, LLC | 2.1M | $146.1M | +86.6% | 2.331% | 7.10% |
| 14 | Seven Fleet Capital Management LP | 1.9M | $134.0M | +2389.8% | 2.139% | 22.12% |
| 15 | DV Trading LLC | 1.4M | $102.3M | 0.0% | 1.632% | 3.35% |
| 16 | Avidity Partners Management LP | 1.4M | $99.4M | +8.5% | 1.586% | 15.92% |
| 17 | FRANKLIN RESOURCES INC | 1.3M | $93.3M | -12.9% | 1.489% | 0.02% |
| 18 | ALLIANCEBERNSTEIN L.P. | 1.4M | $93.0M | +6.5% | 1.558% | 0.03% |
| 19 | MORGAN STANLEY | 1.2M | $83.6M | +126.3% | 1.335% | 0.00% |
| 20 | ACORN CAPITAL ADVISORS, LLC | 1.1M | $80.4M | +0.1% | 1.283% | 21.94% |
| 21 | Foresite Capital Management V, LLC | 1.1M | $76.7M | +7.5% | 1.223% | 21.17% |
| 22 | Logos Global Management LP | 1.0M | $71.0M | +73.9% | 1.134% | 3.06% |
| 23 | BANK OF AMERICA CORP /DE/ | 985K | $70.0M | -32.0% | 1.117% | 0.00% |
| 24 | UBS Group AG | 978K | $69.5M | -25.5% | 1.109% | 0.01% |
| 25 | ORBIMED ADVISORS LLC | 973K | $69.1M | +2.6% | 1.103% | 1.28% |
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 CGON — a direct measure of their conviction.
| 91.49% |
| +5.83 pp |
| $1.68B |
| 8.4% |
| Q4 2024 | 140 | +16% | 85.66% | +7.64 pp | $1.83B | 4.8% |
| Q3 2024 | 121 | — | 78.02% | — | $1.93B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
32 institutions opened new positions in CGON during Q2 2026, while 36 fully exited. 135 added to existing positions and 61 trimmed.
CGON institutional ownership rose by 7.20 percentage points quarter-over-quarter, with a net change of -5 holders.
The top 10 institutions account for 55.1% of all reported 13F value in CGON, and the top 25 account for 79.5%.
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.
CG Oncology Inc. (CGON) Institutional Ownership