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
- 13
- Reported value
- $1.7bn
- Buyers
- 16
- Sellers
- 20
Breadth -4 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
Only TECH (10)
Capital Research Global Investors, Durable Capital Partners LP, ExodusPoint Capital Management LP, Glenview Capital Management LLC, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP
Only ARGX (13)
Acadian Asset Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Moore Capital Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, 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.