SGMT — SAGIMET BIOSCIENCES INC

Ownership history in DUMAC, INC.  ·  9 quarters on record

AI Ownership Summary

DUMAC, INC. reported SAGIMET BIOSCIENCES INC (SGMT) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.82% in 2023 Q3. The latest visible filing shows SGMT at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SGMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DUMAC, INC.'s position in SAGIMET BIOSCIENCES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SGMT was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.82% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SGMT stock page DUMAC, INC. fund profile DUMAC, INC. full holdings
How DUMAC, INC. held SGMT — position size vs. price
% of Fund (quarterly)    SGMT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 71,192 -3,808 -5.1% 0.06% $421K 2026-02-14 (Est.) $5.06
2025 Q2 REDUCED 75,000 -72,351 -49.1% 3.59% $572K 2025-08-04 $8.45
2025 Q1 REDUCED 147,351 -16,163 -9.9% 1.92% $480K 2025-05-15 $3.31
2024 Q4 REDUCED 163,514 -25,880 -13.7% 1.14% $736K 2025-02-14 $4.25
2024 Q3 UNCHANGED 189,394 — 0% 1.70% $525K 2024-11-14 $5.18
2024 Q2 UNCHANGED 189,394 — 0% 2.07% $648K 2024-08-14 $2.47
2024 Q1 REDUCED 189,394 -14,729 -7.2% 3.72% $1.0M 2024-05-15 $4.62
2023 Q4 UNCHANGED 204,123 — 0% 3.41% $1.1M 2024-02-14 $8.09
2023 Q3 INITIATED 204,123 — — 4.82% $1.8M 2023-11-14 $2.52

🏢 Other funds also holding SGMT

As of 2025 Q4 — sorted by position size

Blue Owl Capital Holdings LP 3Y 0.55% Affinity Asset Advisors, LLC 3Y 0.39% FNY Investment Advisers, LLC 3Y 7Y 0.24% SHERBROOKE PARK ADVISERS LLC 3Y 0.15% HHLR ADVISORS, LTD. 3Y 7Y 0.14% Siren, L.L.C. 0.13% RB Capital Management, LLC 3Y 7Y 0.11% RB Capital Management, LLC 3Y 7Y 0.09% Pale Fire Capital SE 3Y 0.09% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.04%

FAQ About DUMAC, INC. and SGMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has DUMAC, INC. reported owning SGMT?

DUMAC, INC. reported SGMT across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SGMT position in DUMAC, INC.'s portfolio?

The largest reported portfolio weight for SGMT was 4.82% in 2023 Q3.

What is the latest reported SGMT position on this page?

The most recent filing on this page is 2025 Q4, when DUMAC, INC. reported 71,192 shares, equal to 0.06% of portfolio, with an estimated market value of $421K.

What does the chart on this SGMT ownership page compare?

The chart compares DUMAC, INC.'s quarterly SGMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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