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REPL · 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.
  • REPL
  • ARGX
0102030202120222023202420252026
Holders and value by quarter
QuarterREPLARGX
Q3 20201 holders, $23m8 holders, $3.6bn
Q4 20202 holders, $32m7 holders, $4.1bn
Q1 20211 holders, $19m8 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 20221 holders, $15m8 holders, $5.3bn
Q2 2022none listed holders, n.a.13 holders, $6.5bn
Q3 2022none listed holders, n.a.14 holders, $5.3bn
Q4 20222 holders, $150m13 holders, $5.5bn
Q1 20231 holders, $5.5m13 holders, $5.9bn
Q2 20233 holders, $168m18 holders, $6.6bn
Q3 20233 holders, $47m21 holders, $8.7bn
Q4 20231 holders, $2.5m17 holders, $6.3bn
Q1 20241 holders, $2.4m13 holders, $6.8bn
Q2 20243 holders, $13m14 holders, $7.9bn
Q3 20244 holders, $16m13 holders, $10.7bn
Q4 20243 holders, $20m14 holders, $12.3bn
Q1 20254 holders, $40m17 holders, $11.8bn
Q2 20252 holders, $13m18 holders, $10.8bn
Q3 2025none listed holders, n.a.16 holders, $13.8bn
Q4 2025none listed holders, n.a.16 holders, $14.8bn
Q1 20261 holders, $2.4m11 holders, $12.3bn
Q2 20262 holders, $12m14 holders, $15.0bn
REPL

Replimune Group Inc

Holders
4
Reported value
$16m
Buyers
2
Sellers
1

Breadth +1 among 94 comparable managers.

ARGX

Argenx Se

Holders
13
Reported value
$10.7bn
Buyers
7
Sellers
7

Breadth 0 among 94 comparable managers.

Who holds both, Q3 2024

Among the 15 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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