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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.

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
13
Reported value
$10.7bn
Buyers
7
Sellers
7

Breadth 0 among 94 comparable managers.

RVMD

Revolution Medicines Inc

Holders
10
Reported value
$1.9bn
Buyers
6
Sellers
3

Breadth +3 among 94 comparable managers.

Who holds both, Q3 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.

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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