COGENT BIOSCIENCES INC

$COGT
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Smart money positioned

12 of the Top-200 alpha managers hold $COGT as of the latest 13F snapshot.

13F holders
299
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$COGT is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.15%, with an average of 0.45% of portfolio. Largest holder: Diadema Partners LP at 2.15%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Diadema Partners LP
2.15% ↑ +1.3pp
α +13.2pts
02
Vestal Point Capital, LP
1.32% NEW
α +16.2pts
03
Platinum Investment Management Ltd.
1.09% NEW
α +25.6pts
04
Sectoral Asset Management Inc.
0.75% NEW
α +39.3pts
05
Wellington Management Group LLP
0.03% held
α +10.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 299 · Source: 13F-HR
01
Vida Ventures Advisors, LLC
5.52% of portfolio
9,893,788 sh
02
Geneva Capital Management LLC
4.11% of portfolio
9,043,903 sh
03
Fairmount Funds Management LLC
11.63% of portfolio
9,003,418 sh
04
TB Capital Gestao de Recursos Ltda.
0.05% of portfolio
7,623,140 sh
05
Caldwell Investment Management Ltd.
13.99% of portfolio
6,165,223 sh
06
Thomas H Lee Partners LP
0.12% of portfolio
5,965,125 sh
07
Axa S.a.
0.01% of portfolio
5,663,543 sh
08
State Street
0.01% of portfolio
4,940,300 sh
09
Kynam Capital Management, LP
9.59% of portfolio
4,037,331 sh
10
VR Adviser, LLC
3.63% of portfolio
4,000,000 sh
See all 299 13F holders · Pro →

Insider activity · last 90 days

1 transactions · 1 filers
31 Mar 2026
Fairmount Funds Management LLC —
▼ SOLD
7,000,000
$34.66
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $COGT in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:03 UTC.