CPMG Inc

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), CPMG Inc reported 3 stock positions worth $37.1 million. Its top holding was Intuitive Machines (LUNR) at 62.1% of the portfolio, followed by Procept Biorobotics (PRCT, 28.8%) and Instil Bio (TIL, 9.1%). Compared with Q4 2025, it opened 1 new position. The biggest buy was a new position in Procept Biorobotics (PRCT).

Most Recent 13F
Q1 2026
Location
DALLAS, TX
CIK
0001372218
Portfolio Value
$37.1M (Q1 2026)
SEC Filing
0000905148-26-002408 ↗ filed May 15, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $275.5M Q1 2024 Q2 2024: $66.9M Q2 2024 Q3 2024: $114.4M Q3 2024 Q4 2024: $30.4M Q4 2024 Q1 2025: $16.4M Q1 2025 Q2 2025: $22.0M Q2 2025 Q3 2025: $20.4M Q3 2025 Q4 2025: $24.7M Q4 2025 Q1 2026: $37.1M $37.1M Q1 2026

Holdings 3 stocks · $37.1M
LUNR Intuitive Machines Inc. 62.12% 1,240,968 $23.0M No change
PRCT Procept Biorobotics Corp. 28.75% 426,262 $10.7M New
TIL Instil Bio Inc. 9.13% 410,922 $3.4M No change

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
PRCT Procept Biorobotics Corp. New 28.75% +28.75

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 3$37.1MLUNR, PRCT, TIL
Q4 2025 2$24.7MLUNR, TIL
Q3 2025 2$20.4MLUNR, TIL
Q2 2025 2$22.0MLUNR, TIL
Q1 2025 2$16.4MLUNR, TIL
Q4 2024 2$30.4MLUNR, TIL
Q3 2024 3$114.4MPRCT, TIL, LUNR
Q2 2024 3$66.9MPRCT, TIL, LUNR
Q1 2024 3$275.5MPRCT, LUNR, TIL