Holders over time
- KYMR
- ARGX
| Quarter | KYMR | ARGX |
|---|---|---|
| Q3 2020 | 2 holders, $8.3m | 8 holders, $3.6bn |
| Q4 2020 | 1 holders, $11m | 7 holders, $4.1bn |
| Q1 2021 | none listed holders, n.a. | 8 holders, $4.1bn |
| Q2 2021 | 1 holders, $1.8m | 9 holders, $4.6bn |
| Q3 2021 | 1 holders, $7.6m | 8 holders, $4.5bn |
| Q4 2021 | 1 holders, $171m | 9 holders, $5.3bn |
| Q1 2022 | 2 holders, $30m | 8 holders, $5.3bn |
| Q2 2022 | 1 holders, $2.0m | 13 holders, $6.5bn |
| Q3 2022 | 1 holders, $2.2m | 14 holders, $5.3bn |
| Q4 2022 | 3 holders, $226m | 13 holders, $5.5bn |
| Q1 2023 | 3 holders, $268m | 13 holders, $5.9bn |
| Q2 2023 | 1 holders, $2.5m | 18 holders, $6.6bn |
| Q3 2023 | 1 holders, $1.4m | 21 holders, $8.7bn |
| Q4 2023 | 3 holders, $150m | 17 holders, $6.3bn |
| Q1 2024 | 6 holders, $496m | 13 holders, $6.8bn |
| Q2 2024 | 4 holders, $343m | 14 holders, $7.9bn |
| Q3 2024 | 5 holders, $582m | 13 holders, $10.7bn |
| Q4 2024 | 6 holders, $536m | 14 holders, $12.3bn |
| Q1 2025 | 4 holders, $372m | 17 holders, $11.8bn |
| Q2 2025 | 5 holders, $615m | 18 holders, $10.8bn |
| Q3 2025 | 6 holders, $737m | 16 holders, $13.8bn |
| Q4 2025 | 7 holders, $1.7bn | 16 holders, $14.8bn |
| Q1 2026 | 8 holders, $2.1bn | 11 holders, $12.3bn |
| Q2 2026 | 8 holders, $3.0bn | 14 holders, $15.0bn |
Kymera Therapeutics Inc
- Holders
- 6
- Reported value
- $737m
- Buyers
- 2
- Sellers
- 3
Breadth -1 among 95 comparable managers.
Argenx Se
- Holders
- 16
- Reported value
- $13.8bn
- Buyers
- 10
- Sellers
- 7
Breadth +3 among 95 comparable managers.
Who holds both, Q3 2025
Both (4)
T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Woodline Partners LP
Only KYMR (2)
Only ARGX (12)
Acadian Asset Management LLC, Artisan Partners LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Millennium Management LLC, Moore Capital Management LP, Two Sigma Investments LP, Voloridge Investment Management LLC
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.