L3VLUP

TVTX · 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.
  • TVTX
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterTVTXVRTX
Q3 2020none listed holders, n.a.31 holders, $21.9bn
Q4 20205 holders, $183m30 holders, $18.4bn
Q1 20213 holders, $183m31 holders, $15.4bn
Q2 2021none listed holders, n.a.30 holders, $12.7bn
Q3 20213 holders, $131m35 holders, $10.1bn
Q4 20213 holders, $158m28 holders, $12.4bn
Q1 20225 holders, $150m23 holders, $16.1bn
Q2 20225 holders, $147m25 holders, $18.1bn
Q3 20225 holders, $153m22 holders, $18.4bn
Q4 20225 holders, $157m28 holders, $18.4bn
Q1 20237 holders, $259m26 holders, $21.4bn
Q2 20238 holders, $185m27 holders, $24.7bn
Q3 20232 holders, $22m33 holders, $24.3bn
Q4 20235 holders, $50m32 holders, $28.6bn
Q1 20241 holders, $1.5m31 holders, $29.8bn
Q2 20242 holders, $12m29 holders, $33.4bn
Q3 20244 holders, $75m27 holders, $33.5bn
Q4 20248 holders, $239m26 holders, $28.5bn
Q1 20257 holders, $311m21 holders, $35.4bn
Q2 20256 holders, $207m21 holders, $32.3bn
Q3 20256 holders, $340m22 holders, $25.9bn
Q4 20257 holders, $599m26 holders, $31.8bn
Q1 20264 holders, $400m25 holders, $31.8bn
Q2 20267 holders, $934m26 holders, $34.6bn
TVTX

Travere Therapeutics Inc

Holders
7
Reported value
$599m
Buyers
16
Sellers
16

Breadth 0 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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