Fairmount Funds Management LLC is 10% Owner at Cogent Biosciences, Inc. (COGT). They have made 11 open-market trades across 7 companies since 2020, most recently 2026-08-07.
CIK 0001802528
7 open-market purchases totalling $129.9M since 2020, against 4 sales. Across 6 scored buys the stock is up 25.3% at ninety days, and 20.4 points ahead of the S&P over the same stretch.
7 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 43% | 57% | 67% |
| Avg Move | -1.5% | +4.0% | +25.3% |
| Alpha | -2.0% | +0.4% | +20.4% |
| Scored | 7 | 7 | 6 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| CBIO | BUY | 2026-07-16 | 2026-07-20 | $14.50 | $12.4M | -8.5% | +5.5% | — |
| ORKA | SELL | 2026-07-01 | 2026-07-01 | $84.43 | $300.0M | -3.6% | +6.5% | -9.5% |
| SYRE | SELL | 2026-06-23 | 2026-06-23 | $85.31 | $399.7M | +5.9% | +19.4% | +9.8% |
| VRDN | BUY | 2026-05-11 | 2026-05-13 | $17.00 | $20.0M | -3.3% | -7.0% | +30.8% |
| COGT | SELL | 2026-03-31 | 2026-03-31 | $34.66 | $242.6M | -3.0% | -5.0% | +2.8% |
| ZBIO | BUY | 2026-03-31 | 2026-04-01 | $20.00 | $3.0M | +6.1% | -3.7% | +26.0% |
| COGT | SELL | 2026-01-22 | 2026-01-22 | $36.40 | $127.4M | -3.6% | -4.2% | -5.9% |
| COGT | BUY | 2025-07-10 | 2025-07-14 | $9.00 | $25.0M | +5.2% | +3.4% | +39.8% |
| APGE | BUY | 2023-07-13 | 2023-07-17 | $17.00 | $50.0M | +2.4% | +11.5% | -2.1% |
| COGT | BUY | 2023-06-09 | 2023-06-13 | $12.00 | $9.6M | -12.1% | -6.4% | -7.4% |
| COGT | BUY | 2022-06-16 | 2022-06-21 | $8.25 | $9.9M | -0.1% | +24.6% | +64.4% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| UMRX | 11,914 | $28K |
| Total | $894.4M |
Shares reported on the most recent Form 4, priced at the 2026-08-11 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.