Holders over time
- KRYS
- ARGX
| Quarter | KRYS | ARGX |
|---|---|---|
| Q3 2020 | 4 holders, $52m | 8 holders, $3.6bn |
| Q4 2020 | 3 holders, $66m | 7 holders, $4.1bn |
| Q1 2021 | 3 holders, $67m | 8 holders, $4.1bn |
| Q2 2021 | 2 holders, $28m | 9 holders, $4.6bn |
| Q3 2021 | 2 holders, $31m | 8 holders, $4.5bn |
| Q4 2021 | 2 holders, $135m | 9 holders, $5.3bn |
| Q1 2022 | 1 holders, $114m | 8 holders, $5.3bn |
| Q2 2022 | 2 holders, $107m | 13 holders, $6.5bn |
| Q3 2022 | 3 holders, $97m | 14 holders, $5.3bn |
| Q4 2022 | 3 holders, $59m | 13 holders, $5.5bn |
| Q1 2023 | 3 holders, $59m | 13 holders, $5.9bn |
| Q2 2023 | 3 holders, $82m | 18 holders, $6.6bn |
| Q3 2023 | 5 holders, $143m | 21 holders, $8.7bn |
| Q4 2023 | 5 holders, $109m | 17 holders, $6.3bn |
| Q1 2024 | 8 holders, $853m | 13 holders, $6.8bn |
| Q2 2024 | 6 holders, $1.0bn | 14 holders, $7.9bn |
| Q3 2024 | 5 holders, $976m | 13 holders, $10.7bn |
| Q4 2024 | 5 holders, $850m | 14 holders, $12.3bn |
| Q1 2025 | 5 holders, $993m | 17 holders, $11.8bn |
| Q2 2025 | 4 holders, $746m | 18 holders, $10.8bn |
| Q3 2025 | 5 holders, $938m | 16 holders, $13.8bn |
| Q4 2025 | 7 holders, $1.4bn | 16 holders, $14.8bn |
| Q1 2026 | 6 holders, $1.5bn | 11 holders, $12.3bn |
| Q2 2026 | 6 holders, $2.4bn | 14 holders, $15.0bn |
Krystal Biotech Inc
- Holders
- 7
- Reported value
- $1.4bn
- Buyers
- 13
- Sellers
- 11
Breadth +2 among 92 comparable managers.
Argenx Se
- Holders
- 16
- Reported value
- $14.8bn
- Buyers
- 14
- Sellers
- 16
Breadth -2 among 92 comparable managers.
Who holds both, Q4 2025
Both (4)
Capital World Investors, Fidelity (FMR LLC), Janus Henderson Group Ltd, Woodline Partners LP
Only KRYS (3)
Farallon Capital Management LLC, Marshall Wace LLP, Winton Group Ltd
Only ARGX (12)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Hudson Bay Capital Management LP, Invesco Ltd, Moore Capital Management LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
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.