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LNTH · VRTX 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.
  • LNTH
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterLNTHVRTX
Q3 20201 holders, $34m31 holders, $21.9bn
Q4 20201 holders, $36m30 holders, $18.4bn
Q1 20212 holders, $71m31 holders, $15.4bn
Q2 20213 holders, $71m30 holders, $12.7bn
Q3 20212 holders, $57m35 holders, $10.1bn
Q4 20212 holders, $64m28 holders, $12.4bn
Q1 20228 holders, $299m23 holders, $16.1bn
Q2 20229 holders, $313m25 holders, $18.1bn
Q3 20229 holders, $357m22 holders, $18.4bn
Q4 202212 holders, $312m28 holders, $18.4bn
Q1 202316 holders, $723m26 holders, $21.4bn
Q2 202318 holders, $897m27 holders, $24.7bn
Q3 20239 holders, $628m33 holders, $24.3bn
Q4 20238 holders, $470m32 holders, $28.6bn
Q1 20249 holders, $431m31 holders, $29.8bn
Q2 20248 holders, $577m29 holders, $33.4bn
Q3 20247 holders, $830m27 holders, $33.5bn
Q4 20247 holders, $1.1bn26 holders, $28.5bn
Q1 20255 holders, $1.3bn21 holders, $35.4bn
Q2 20259 holders, $1.4bn21 holders, $32.3bn
Q3 20258 holders, $572m22 holders, $25.9bn
Q4 20256 holders, $862m26 holders, $31.8bn
Q1 20266 holders, $963m25 holders, $31.8bn
Q2 202610 holders, $1.6bn26 holders, $34.6bn
LNTH

Lantheus HLDGS Inc

Holders
6
Reported value
$862m
Buyers
13
Sellers
20

Breadth -7 among 92 comparable managers.

VRTX

Vertex Pharmaceuticals Inc

Holders
26
Reported value
$31.8bn
Buyers
19
Sellers
20

Breadth -1 among 92 comparable managers.

Who holds both, Q4 2025

Among the 30 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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