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DNA · ARGX 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.

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.
  • DNA
  • ARGX
0102030202120222023202420252026
Holders and value by quarter
QuarterDNAARGX
Q3 2020none listed holders, n.a.8 holders, $3.6bn
Q4 2020none listed holders, n.a.7 holders, $4.1bn
Q1 2021none listed holders, n.a.8 holders, $4.1bn
Q2 2021none listed holders, n.a.9 holders, $4.6bn
Q3 2021none listed holders, n.a.8 holders, $4.5bn
Q4 2021none listed holders, n.a.9 holders, $5.3bn
Q1 2022none listed holders, n.a.8 holders, $5.3bn
Q2 2022none listed holders, n.a.13 holders, $6.5bn
Q3 2022none listed holders, n.a.14 holders, $5.3bn
Q4 2022none listed holders, n.a.13 holders, $5.5bn
Q1 2023none listed holders, n.a.13 holders, $5.9bn
Q2 2023none listed holders, n.a.18 holders, $6.6bn
Q3 2023none listed holders, n.a.21 holders, $8.7bn
Q4 2023none listed holders, n.a.17 holders, $6.3bn
Q1 2024none listed holders, n.a.13 holders, $6.8bn
Q2 2024none listed holders, n.a.14 holders, $7.9bn
Q3 20245 holders, $62m13 holders, $10.7bn
Q4 20244 holders, $72m14 holders, $12.3bn
Q1 20254 holders, $43m17 holders, $11.8bn
Q2 20254 holders, $80m18 holders, $10.8bn
Q3 20255 holders, $104m16 holders, $13.8bn
Q4 20254 holders, $52m16 holders, $14.8bn
Q1 20262 holders, $37m11 holders, $12.3bn
Q2 20263 holders, $61m14 holders, $15.0bn
DNA

Ginkgo Bioworks Holdings Inc

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

ARGX

Argenx Se

Holders
14
Reported value
$7.9bn
Buyers
9
Sellers
7

Breadth +2 among 94 comparable managers.

Who holds both, Q2 2024

Among the 14 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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