Versant Venture Management, LLC GLUE Monte Rosa Therapeutics, Inc.

Ownership history in Versant Venture Management, LLC  ·  6 quarters on record

AI Ownership Summary

Versant Venture Management, LLC reported Monte Rosa Therapeutics, Inc. (GLUE) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 45.49% in 2025 Q4. The latest visible filing shows GLUE at 37.00% 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 GLUE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Versant Venture Management, LLC's position in Monte Rosa Therapeutics, 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
2026 Q1

GLUE was reported at 37.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
45.49% in 2025 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

How Versant Venture Management, LLC held GLUE — position size vs. price
% of Fund (quarterly)    GLUE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,180,780 -1,201,907 -27.4% 37.00% $52.3M 2026-05-05 $19.35
2025 Q4 REDUCED 22.5% +4.9% 4,382,687 -1,270,235 -22.5% 45.49% $68.7M 2026-02-12 $18.50
2025 Q3 UNCHANGED 5,652,922 0% 19.72% $41.9M 2025-11-10 $14.06
2025 Q2 UNCHANGED 5,652,922 0% 31.04% $25.5M 2025-08-11 $4.19
2025 Q1 UNCHANGED 5,652,922 0% 43.56% $26.2M 2025-05-07 $3.85
2024 Q4 INITIATED 5,652,922 45.22% $39.2M 2025-02-12 $6.31

FAQ About Versant Venture Management, LLC and GLUE

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

How long has Versant Venture Management, LLC reported owning GLUE?

Versant Venture Management, LLC reported GLUE across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GLUE position in Versant Venture Management, LLC's portfolio?

The largest reported portfolio weight for GLUE was 45.49% in 2025 Q4.

What is the latest reported GLUE position on this page?

The most recent filing on this page is 2026 Q1, when Versant Venture Management, LLC reported 3,180,780 shares, equal to 37.00% of portfolio, with an estimated market value of $52.3M.

What does the chart on this GLUE ownership page compare?

The chart compares Versant Venture Management, LLC's quarterly GLUE 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.

← Back to Versant Venture Management, LLC Holdings