Holders over time
- TECH
- ARGX
| Quarter | TECH | ARGX |
|---|---|---|
| Q3 2020 | 14 holders, $1.2bn | 8 holders, $3.6bn |
| Q4 2020 | 10 holders, $1.2bn | 7 holders, $4.1bn |
| Q1 2021 | 11 holders, $1.5bn | 8 holders, $4.1bn |
| Q2 2021 | 6 holders, $1.4bn | 9 holders, $4.6bn |
| Q3 2021 | 8 holders, $1.5bn | 8 holders, $4.5bn |
| Q4 2021 | 9 holders, $1.9bn | 9 holders, $5.3bn |
| Q1 2022 | 7 holders, $1.3bn | 8 holders, $5.3bn |
| Q2 2022 | 13 holders, $1.3bn | 13 holders, $6.5bn |
| Q3 2022 | 13 holders, $1.0bn | 14 holders, $5.3bn |
| Q4 2022 | 9 holders, $954m | 13 holders, $5.5bn |
| Q1 2023 | 15 holders, $896m | 13 holders, $5.9bn |
| Q2 2023 | 10 holders, $1.2bn | 18 holders, $6.6bn |
| Q3 2023 | 10 holders, $960m | 21 holders, $8.7bn |
| Q4 2023 | 10 holders, $1.2bn | 17 holders, $6.3bn |
| Q1 2024 | 8 holders, $1.2bn | 13 holders, $6.8bn |
| Q2 2024 | 7 holders, $1.4bn | 14 holders, $7.9bn |
| Q3 2024 | 10 holders, $2.1bn | 13 holders, $10.7bn |
| Q4 2024 | 8 holders, $1.7bn | 14 holders, $12.3bn |
| Q1 2025 | 8 holders, $1.2bn | 17 holders, $11.8bn |
| Q2 2025 | 8 holders, $860m | 18 holders, $10.8bn |
| Q3 2025 | 14 holders, $1.4bn | 16 holders, $13.8bn |
| Q4 2025 | 13 holders, $1.7bn | 16 holders, $14.8bn |
| Q1 2026 | 10 holders, $1.6bn | 11 holders, $12.3bn |
| Q2 2026 | 21 holders, $2.6bn | 14 holders, $15.0bn |
Bio-techne Corp
- Holders
- 8
- Reported value
- $1.2bn
- Buyers
- 6
- Sellers
- 3
Breadth +3 among 95 comparable managers.
Argenx Se
- Holders
- 17
- Reported value
- $11.8bn
- Buyers
- 9
- Sellers
- 9
Breadth 0 among 95 comparable managers.
Who holds both, Q1 2025
Only TECH (6)
Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC
Only ARGX (15)
Artisan Partners LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, Millennium Management LLC, Moore Capital Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, 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.