Baker Bros. Advisors GLUE Position
Active5-Fund ConvergenceBaker Bros. Advisors trimmed their position in Monte Rosa Therapeutics, Inc. (GLUE) in Q4 2025, holding $68.1M worth of shares across 4,345,736 shares.
The position was first reported in Q1 2023 and has been tracked across 12 quarterly 13F filings.
GLUE is a convergence signal: 5 specialist biotech funds hold this stock, suggesting high institutional conviction.
There is an upcoming Phase 2 readout for Oral MRT-2359 in 47 days (May 31, 2026), making the timing of Baker Bros.'s position particularly relevant.
Short interest stands at 16.9% of float with 11.6 days to cover, indicating significant bearish positioning against Baker Bros.'s long thesis.
About Monte Rosa Therapeutics, Inc.
Monte Rosa Therapeutics, Inc., a biopharmaceutical company, engages in the development of novel small molecule precision medicines that employ the body's natural mechanisms to selectively degrade therapeutically relevant proteins. It develops an oral molecular glue degrader for GSPT1, a translational termination factor and degron-containing protein for the treatment of Myc-driven cancers. The company also develops CDK2 to treat ovarian, uterine, and breast cancers; NEK7 for the treatment of inflammatory diseases, such as Crohn's disease, neurodegenerative disease, diabetes, and liver disease; VAV1, a target protein for autoimmune diseases; and BCL11A, a therapeutically-relevant protein in hemoglobinopathies. Monte Rosa Therapeutics, Inc. was incorporated in 2019 and is headquartered in Boston, Massachusetts.
Full company profile →Short Interest
16.9%
11.6 days to cover
Baker Bros. Advisors GLUE Position History
| Quarter | Action | Shares | Change | Value |
|---|---|---|---|---|
| Q4 2025 | Decreased | 4,345,736 | -570,359 | $68.1M |
| Q3 2025 | Held | 4,916,095 | — | $36.4M |
| Q2 2025 | Held | 4,916,095 | — | $22.2M |
| Q1 2025 | Held | 4,916,095 | — | $22.8M |
| Q4 2024 | Held | 4,916,095 | — | $34.1M |
| Q3 2024 | Held | 4,916,095 | — | $26.1M |
| Q2 2024 | Held | 4,916,095 | — | $18.4M |
| Q1 2024 | Held | 4,916,095 | — | $34.7M |
| Q4 2023 | Held | 4,916,095 | — | $27.8M |
| Q3 2023 | Increased | 4,916,095 | +1,892,144 | $23.5M |
| Q2 2023 | Increased | 3,023,951 | +2,648,856 | $20.7M |
| Q1 2023 | New | 375,095 | +375,095 | $2.9M |
Frequently Asked Questions
Does Baker Bros. Advisors own GLUE?
Yes. As of Q4 2025, Baker Bros. Advisors holds 4,345,736 shares of Monte Rosa Therapeutics, Inc. (GLUE) valued at $68.1M. This data comes from their SEC 13F filing.
How many hedge funds own GLUE?
5 specialist biotech hedge funds currently hold GLUE, including BVF Partners, Avoro Capital Advisors, Cormorant Asset Management and 1 more. When 3 or more specialist funds hold the same stock, BiotechEdge flags it as a convergence signal.
When did Baker Bros. Advisors first buy GLUE?
Baker Bros. Advisors's position in GLUE was first reported in Q1 2023. 13F filings are reported with a 45-day delay, so the actual purchase may have occurred earlier in the quarter.
Is Baker Bros. Advisors's GLUE position increasing or decreasing?
Baker Bros. Advisors trimmed their GLUE position in the most recent quarter, reducing by 570,359 shares.
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