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ARGX · RVMD in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

ARGXRVMD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ARGX
  • RVMD
0102030202120222023202420252026
Holders and value by quarter
QuarterARGXRVMD
Q3 20208 holders, $3.6bn3 holders, $388m
Q4 20207 holders, $4.1bn4 holders, $451m
Q1 20218 holders, $4.1bn5 holders, $846m
Q2 20219 holders, $4.6bn5 holders, $325m
Q3 20218 holders, $4.5bn3 holders, $133m
Q4 20219 holders, $5.3bn3 holders, $174m
Q1 20228 holders, $5.3bn3 holders, $174m
Q2 202213 holders, $6.5bn3 holders, $189m
Q3 202214 holders, $5.3bn3 holders, $206m
Q4 202213 holders, $5.5bn3 holders, $263m
Q1 202313 holders, $5.9bn5 holders, $526m
Q2 202318 holders, $6.6bn7 holders, $685m
Q3 202321 holders, $8.7bn8 holders, $766m
Q4 202317 holders, $6.3bn8 holders, $1.0bn
Q1 202413 holders, $6.8bn10 holders, $1.3bn
Q2 202414 holders, $7.9bn9 holders, $1.6bn
Q3 202413 holders, $10.7bn10 holders, $1.9bn
Q4 202414 holders, $12.3bn11 holders, $2.2bn
Q1 202517 holders, $11.8bn7 holders, $1.7bn
Q2 202518 holders, $10.8bn8 holders, $1.7bn
Q3 202516 holders, $13.8bn7 holders, $2.2bn
Q4 202516 holders, $14.8bn18 holders, $4.3bn
Q1 202611 holders, $12.3bn15 holders, $4.8bn
Q2 202614 holders, $15.0bn17 holders, $10.3bn
ARGX

Argenx Se

Holders
14
Reported value
$7.9bn
Buyers
9
Sellers
7

Breadth +2 among 94 comparable managers.

Pharmaceuticals and biotechnologyBiological productsHealthcare: biopharma and medtech · L3VLUP
RVMD

Revolution Medicines Inc

Holders
9
Reported value
$1.6bn
Buyers
4
Sellers
4

Breadth 0 among 94 comparable managers.

Pharmaceuticals and biotechnologyBiological productsHealthcare: biopharma and medtech · L3VLUP

Who holds both, Q2 2024

Among the 16 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ARGX (7)

Artisan Partners LP, Capital World Investors, Citadel Advisors LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Point72 Asset Management LP

Only RVMD (2)

Balyasny Asset Management LLC, Farallon Capital Management LLC

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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