Fairmount Funds Management LLC
· Reduced
Change
−3.5M
Date
Q1 2026
CO
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Fairmount Funds Management LLC
· Reduced
Change
−3.5M
Date
Q1 2026
|
Fairmount Funds Management LLC | Reduced· Q1 2026 | – | −3.5M | – | Q1 2026 | |||||
|
Duquesne Family Office LLC
· Exited
Change
−2.2M
Δ Own
−100.0%
Date
Q1 2026
|
Duquesne Family Office LLC | Exited· Q1 2026 | – | −2.2M | −100.0% | Q1 2026 | |||||
|
Rtw Investments, LP
· Reduced
Change
−2.1M
Date
Q1 2026
|
Rtw Investments, LP | Reduced· Q1 2026 | – | −2.1M | – | Q1 2026 | |||||
|
Kynam Capital Management, LP
· Reduced
Change
−2.1M
Date
Q1 2026
|
Kynam Capital Management, LP | Reduced· Q1 2026 | – | −2.1M | – | Q1 2026 | |||||
|
Vivo Capital, LLC
· Reduced
Change
−2.0M
Date
Q1 2026
|
Vivo Capital, LLC | Reduced· Q1 2026 | – | −2.0M | – | Q1 2026 | |||||
|
Tcg Crossover Management, LLC
· Reduced
Change
−921K
Date
Q1 2026
|
Tcg Crossover Management, LLC | Reduced· Q1 2026 | – | −921K | – | Q1 2026 | |||||
|
Redmile Group, LLC
· Reduced
Change
−750K
Date
Q1 2026
|
Redmile Group, LLC | Reduced· Q1 2026 | – | −750K | – | Q1 2026 | |||||
|
Voloridge Investment Management, LLC
· Exited
Change
−669K
Δ Own
−100.0%
Date
Q1 2026
|
Voloridge Investment Management, LLC | Exited· Q1 2026 | – | −669K | −100.0% | Q1 2026 | |||||
|
Saturn V Capital Management LP
· Reduced
Change
−590K
Date
Q1 2026
|
Saturn V Capital Management LP | Reduced· Q1 2026 | – | −590K | – | Q1 2026 | |||||
|
Balyasny Asset Management L.P.
· Reduced
Change
−584K
Date
Q1 2026
|
Balyasny Asset Management L.P. | Reduced· Q1 2026 | – | −584K | – | Q1 2026 | |||||
|
D. E. Shaw & Co., Inc.
· Reduced
Change
−379K
Δ Own
−16.9%
Date
Q1 2026
|
D. E. Shaw & Co., Inc. | Reduced· Q1 2026 | – | −379K | −16.9% | Q1 2026 | |||||
|
Barclays PLC
· Reduced
Change
−290K
Date
Q1 2026
|
Barclays PLC | Reduced· Q1 2026 | – | −290K | – | Q1 2026 | |||||
|
Alyeska Investment Group, L.P.
· Reduced
Change
−244K
Date
Q1 2026
|
Alyeska Investment Group, L.P. | Reduced· Q1 2026 | – | −244K | – | Q1 2026 | |||||
|
Rock Springs Capital Management LP
· Reduced
Change
−225K
Date
Q1 2026
|
Rock Springs Capital Management LP | Reduced· Q1 2026 | – | −225K | – | Q1 2026 | |||||
|
Defilade Capital Management, L.P.
· Reduced
Change
−216K
Date
Q1 2026
|
Defilade Capital Management, L.P. | Reduced· Q1 2026 | – | −216K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Ferrante Karen Jean
· Director
Grant (A)
627
|
Ferrante Karen Jean | Director | Grant (A) | – | 627 | – | 627 | – | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Harwin Peter Evan
· Director
Grant (A)
18K
|
Harwin Peter Evan | Director | Grant (A) | – | 18K | – | 18K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Ferrante Karen Jean
· Director
Grant (A)
18K
|
Ferrante Karen Jean | Director | Grant (A) | – | 18K | – | 18K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Cain Christopher W.
· Director
Grant (A)
18K
|
Cain Christopher W. | Director | Grant (A) | – | 18K | – | 18K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Shegog Todd
· Director
Grant (A)
18K
|
Shegog Todd | Director | Grant (A) | – | 18K | – | 18K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Morris Arlene
· Director
Grant (A)
18K
|
Morris Arlene | Director | Grant (A) | – | 18K | – | 18K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Ros Matthew
· Director
Grant (A)
18K
|
Ros Matthew | Director | Grant (A) | – | 18K | – | 18K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Robbins Andrew R.
· Director
2 operations
0
|
Robbins Andrew R. | Director | 2 operations | – | 0 | – | 160K | – | May 19, 2026 | May 21, 2026 | |||||||||
|
Ferrante Karen Jean
· Director
Grant (A)
686
|
Ferrante Karen Jean | Director | Grant (A) | – | 686 | – | 686 | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Fairmount Funds Management LLC
· Director
Sell
−$243M
|
Fairmount Funds Management LLC | Director | Sell | $34.66 | −7.0M | −$243M | 5.5M | – | Mar 31, 2026 | Mar 31, 2026 | |||||||||
|
Fairmount Funds Management LLC
· Director
2 operations
7.0M
|
Fairmount Funds Management LLC | Director | 2 operations | – | 7.0M | – | 39K | – | Mar 31, 2026 | Mar 31, 2026 | |||||||||
|
Fairmount Funds Management LLC
· Director
Sell
−$127M
|
Fairmount Funds Management LLC | Director | Sell | $36.40 | −3.5M | −$127M | 5.5M | – | Jan 22, 2026 | Jan 22, 2026 | |||||||||
|
Ferrante Karen Jean
· Director
Grant (A)
643
|
Ferrante Karen Jean | Director | Grant (A) | – | 643 | – | 643 | – | Jan 1, 2026 | Jan 5, 2026 | |||||||||
|
Kearns Evan
· Officer
Sell
−$2.5M
|
Kearns Evan | Officer | Sell | $38.70 | −65K | −$2.5M | 109K | – | Dec 26, 2025 | Dec 30, 2025 | |||||||||
|
Green John L.
· Officer
Sell
−$3.0M
|
Green John L. | Officer | Sell | $38.68 | −77K | −$3.0M | 132K | – | Dec 26, 2025 | Dec 30, 2025 | |||||||||
N
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303 reporting institutions disclosed COGT position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.