Holders over time
- TWST
- ARGX
| Quarter | TWST | ARGX |
|---|---|---|
| Q3 2020 | 9 holders, $726m | 8 holders, $3.6bn |
| Q4 2020 | 10 holders, $1.9bn | 7 holders, $4.1bn |
| Q1 2021 | 10 holders, $1.7bn | 8 holders, $4.1bn |
| Q2 2021 | 9 holders, $1.8bn | 9 holders, $4.6bn |
| Q3 2021 | 7 holders, $1.1bn | 8 holders, $4.5bn |
| Q4 2021 | 3 holders, $739m | 9 holders, $5.3bn |
| Q1 2022 | 5 holders, $601m | 8 holders, $5.3bn |
| Q2 2022 | 4 holders, $324m | 13 holders, $6.5bn |
| Q3 2022 | 5 holders, $343m | 14 holders, $5.3bn |
| Q4 2022 | 6 holders, $247m | 13 holders, $5.5bn |
| Q1 2023 | 5 holders, $142m | 13 holders, $5.9bn |
| Q2 2023 | 5 holders, $220m | 18 holders, $6.6bn |
| Q3 2023 | 6 holders, $294m | 21 holders, $8.7bn |
| Q4 2023 | 5 holders, $476m | 17 holders, $6.3bn |
| Q1 2024 | 5 holders, $468m | 13 holders, $6.8bn |
| Q2 2024 | 9 holders, $758m | 14 holders, $7.9bn |
| Q3 2024 | 6 holders, $594m | 13 holders, $10.7bn |
| Q4 2024 | 6 holders, $620m | 14 holders, $12.3bn |
| Q1 2025 | 7 holders, $579m | 17 holders, $11.8bn |
| Q2 2025 | 6 holders, $547m | 18 holders, $10.8bn |
| Q3 2025 | 4 holders, $405m | 16 holders, $13.8bn |
| Q4 2025 | 4 holders, $465m | 16 holders, $14.8bn |
| Q1 2026 | 8 holders, $794m | 11 holders, $12.3bn |
| Q2 2026 | 10 holders, $1.8bn | 14 holders, $15.0bn |
Twist Bioscience Corp
- Holders
- 6
- Reported value
- $594m
- Buyers
- 1
- Sellers
- 5
Breadth -4 among 94 comparable managers.
Argenx Se
- Holders
- 13
- Reported value
- $10.7bn
- Buyers
- 7
- Sellers
- 7
Breadth 0 among 94 comparable managers.
Who holds both, Q3 2024
Both (1)
Only TWST (5)
ARK Investment Management LLC, Baillie Gifford & Co, Farallon Capital Management LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC
Only ARGX (12)
Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, Marshall Wace LLP, Moore Capital Management LP, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
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.