Cullinan Therapeutics Inc (CGEM) Quarterly Institutional 13F Update (Q2 2026)

CGEM ranks #3212 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CGEM is a top-conviction position for Lynx1 Capital Management LP — at 18.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CGEM belongs to MPM BioImpact LLC, but the position matters far more to Lynx1 Capital Management LP, who has 18.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

GAMMA Investing LLC has added to its CGEM position for two straight quarters, increasing it by $15.9K to reach $40.9K today.

Essential Partners LLC has trimmed its CGEM position for two straight quarters, cutting it by $3.5K while still holding $7.8K.

CGEM is down 7.6% today, but institutions show net buying of $178.3M this quarter — a divergence between today's price move and the underlying institutional flow.

CGEM reported a net loss of $204.7M over the trailing twelve months.

• Not yet profitable — net loss of $204.7M over the trailing twelve months
• Revenue declined 100.0% year over year
• Net income improved year over year, from -$206.8M to -$204.7M
• Operating cash flow was negative, using $175.8M in cash
• Current ratio of 10.25x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.10x equity — within a conventional range