Which funds own PTCT
PTC Therapeutics Inc in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $598m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 3
- at least, of 91 current
- Combined value
- $598m
- as reported
- Opened
- 1
- new this quarter
- Added to
- 2
- already held
- Trimmed or sold out
- 1
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Janus Henderson Group Ltd Long-only · $245bn book | $590m | 0.2% | 7,236,402 | +$100m+42,969 | Added |
| Moore Capital Management LP Macro · $6.7bn book | $6.2m | 0.1% | 75,588 | +$3.1m+30,894 | Added |
| Polen Capital Management LLC Long-only · $11.6bn book | $2.0m | 0.0% | 24,916 | opened24,916 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Woodline Partners LP · Long/short equity$51m held before
Ownership through time
At least 9 of the 95 managers whose filings are on file listed PTCT in Q2 2026, against 2 in Q3 2014. 1 manager more than in Q1 2026: 1 started a position; 2 listed it again; 1 sold out, by its own filing; 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q3 2014: 2
- Q4 2014: 3
- Q1 2015: 8
- Q2 2015: 4
- Q3 2015: 4
- Q4 2015: 3
- Q1 2016: 1
- Q3 2016: 3
- Q4 2016: 2
- Q1 2017: 2
- Q2 2017: 2
- Q3 2017: 4
- Q4 2017: 3
- Q1 2018: 5
- Q2 2018: 5
- Q3 2018: 6
- Q4 2018: 7
- Q1 2019: 4
- Q2 2019: 9
- Q3 2019: 6
- Q4 2019: 11
- Q1 2020: 11
- Q2 2020: 10
- Q3 2020: 8
- Q4 2020: 9
- Q1 2021: 8
- Q2 2021: 8
- Q3 2021: 8
- Q4 2021: 6
- Q1 2022: 6
- Q2 2022: 8
- Q3 2022: 10
- Q4 2022: 9
- Q1 2023: 10
- Q2 2023: 6
- Q3 2023: 3
- Q4 2023: 5
- Q1 2024: 5
- Q2 2024: 5
- Q3 2024: 8
- Q4 2024: 10
- Q1 2025: 8
- Q2 2025: 8
- Q3 2025: 6
- Q4 2025: 6
- Q1 2026: 8
- Q2 2026: 9
- Q3 2014: $110m
- Q4 2014: $139m
- Q1 2015: $483m
- Q2 2015: $132m
- Q3 2015: $22m
- Q4 2015: $155m
- Q1 2016: $72k
- Q3 2016: $4.5m
- Q4 2016: $2.3m
- Q1 2017: $1.4m
- Q2 2017: $52m
- Q3 2017: $58m
- Q4 2017: $45m
- Q1 2018: $94m
- Q2 2018: $111m
- Q3 2018: $160m
- Q4 2018: $123m
- Q1 2019: $218m
- Q2 2019: $505m
- Q3 2019: $125m
- Q4 2019: $455m
- Q1 2020: $748m
- Q2 2020: $1.1bn
- Q3 2020: $1.2bn
- Q4 2020: $1.6bn
- Q1 2021: $1.2bn
- Q2 2021: $1.0bn
- Q3 2021: $509m
- Q4 2021: $517m
- Q1 2022: $417m
- Q2 2022: $814m
- Q3 2022: $1.1bn
- Q4 2022: $796m
- Q1 2023: $1.0bn
- Q2 2023: $855m
- Q3 2023: $282m
- Q4 2023: $376m
- Q1 2024: $404m
- Q2 2024: $382m
- Q3 2024: $490m
- Q4 2024: $544m
- Q1 2025: $675m
- Q2 2025: $623m
- Q3 2025: $803m
- Q4 2025: $970m
- Q1 2026: $983m
- Q2 2026: $1.2bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Renaissance Technologies LLC533,300 to 723,500 shares+$16m
- Wellington Management Group LLP3,942,610 to 4,128,273 shares+$15m
- Janus Henderson Group Ltd7,193,433 to 7,236,402 shares+$3.5m
- Moore Capital Management LP44,694 to 75,588 shares+$2.5m
- Polen Capital Management LLCnew: 24,916 shares+$2.0m
Largest decreases, by shares
- Schonfeld Strategic Advisors LLC318,405 to 147,425 shares-$14m
- D. E. Shaw & Co.1,640,381 to 1,548,919 shares-$7.5m
Left it
- Woodline Partners LPwas $51m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Janus Henderson Group Ltd | Q4 2019 | $590m | $590m | |
| Wellington Management Group LLP | Q3 2014 | $570m | $337m | |
| D. E. Shaw & Co. | Q2 2017 | $133m | $126m | |
| Renaissance Technologies LLC | Q4 2024 | $59m | $59m | |
| Marshall Wace LLP | Q3 2019 | $57m | $57m | |
| Hudson Bay Capital Management LP | Q4 2017 | $13m | $13m | |
| Schonfeld Strategic Advisors LLC | Q1 2016 | $22m | $12m | |
| Moore Capital Management LP | Q1 2015 | $10m | $6.2m | |
| Polen Capital Management LLC | Q2 2026 | $2.0m | $2.0m | |
| Fidelity (FMR LLC) | Q1 2015 | $623m | last listed Q2 2023 | |
| T. Rowe Price Associates Inc | Q2 2019 | $194m | last listed Q4 2019 | |
| Point72 Asset Management LP | Q3 2014 | $119m | last listed Q4 2025 | |
| AllianceBernstein LP | Q4 2015 | $108m | last listed Q1 2021 | |
| Citadel Advisors LLC | Q1 2019 | $81m | last listed Q2 2019 | |
| Millennium Management LLC | Q2 2019 | $56m | last listed Q2 2019 | |
| Woodline Partners LP | Q4 2019 | $51m | last listed Q1 2026 | |
| Farallon Capital Management LLC | Q3 2018 | $35m | last listed Q4 2019 | |
| Balyasny Asset Management LLC | Q4 2014 | $33m | last listed Q3 2018 | |
| Man Group PLC | Q2 2025 | $33m | last listed Q2 2025 |
What PTCT is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around PTCT →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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