§ BIOTECHNOLOGY
USD · BiotechnologyCGEM
CULLINAN THERAPEUTICS INC
USDSector · Biotechnology
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
120 increased/new, 49 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Lynx1 Capital Management LP | 9.0M | 20.1% | ±0% |
| MPM BIOIMPACT LLC | 7.6M | 8.4% | ±0% |
| BVF INC/IL | 5.8M | 2.6% | ±0% |
| BlackRock, Inc. | 4.4M | 0.0% | +1% |
| Kynam Capital Management, LP | 3.1M | 2.7% | ±0% |
| State Street | 2.5M | 0.0% | +16% |
◇ AC INTELLIGENCE
Top institutional owners for CGEM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER84.1% · 116 holders
PASSIVE / INDEX11.0% · 9 holders
DEALER / BANK9.8% · 20 holders
QUALITY / COMPOUNDER3.6% · 10 holders
SYSTEMATIC / QUANT2.6% · 7 holders
TACTICAL / MACRO1.1% · 3 holders
INCOME / DEFENSIVE0.5% · 7 holders
GROWTH / MOMENTUM0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CGEM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CGEM yet.