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Aaron Cowen’s Arcutis Biotherapeutics ARQT Stock Holding History

Aaron Cowen’s Portfolio ARQT Stock Details ARQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326M Buy
12,437,000
+110,000
+0.9% +$2.56M 5.96% 3
2026
Q1 		$290M Buy
12,327,000
+363,000
+3% +$9.26M 7.42% 1
2025
Q4 		$347M Buy
11,964,000
+1,486,000
+14% +$38M 7.12% 2
2025
Q3 		$198M Sell
10,478,000
-1,057,582
-9% -$16.7M 5.06% 2
2025
Q2 		$162M Buy
11,535,582
+112,604
+1% +$1.58M 4.88% 2
2025
Q1 		$179M Buy
11,422,978
+23,840
+0.2% +$336K 6.63% 2
2024
Q4 		$159M Buy
11,399,138
+677,627
+6% +$7.42M 5.41% 3
2024
Q3 		$99.7M Buy
10,721,511
+717,019
+7% +$7.08M 3.19% 6
2024
Q2 		$93M Buy
10,004,492
+2,127,195
+27% +$19.2M 3.42% 6
2024
Q1 		$78.1M Sell
7,877,297
-595,804
-7% -$4.45M 2.9% 8
2023
Q4 		$27.4M Buy
8,473,101
+7,337,874
+646% +$19.9M 1.24% 28
2023
Q3 		$6.03M Buy
1,135,227
+262,800
+30% +$2.23M 0.33% 51
2023
Q2 		$8.31M Buy
872,427
+193,036
+28% +$2.14M 0.44% 53
2023
Q1 		$7.47M Buy
+679,391
New +$9.83M 0.32% 55

Other funds holding ARQT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aaron Cowen's ARQT Position: Q2 2026 in Review

Aaron Cowen increased its Arcutis Biotherapeutics (ARQT) stake by 0.89% in Q2 2026, buying an estimated $2.56M and bringing the position to 12,437,000 shares worth $326M. The position accounts for 5.96% of the portfolio, ranked #3.

Aaron Cowen first reported a position in ARQT in Q1 2023 and has held it in 14 quarters since. The position peaked at $347M in Q4 2025. 271 funds tracked by Wall St. Rank hold ARQT as of Q2 2026.

  • Aaron Cowen held 12,437,000 shares of Arcutis Biotherapeutics worth $326M as of Q2 2026.
  • Aaron Cowen bought 110,000 Arcutis Biotherapeutics shares in Q2 2026, an estimated $2.56M.
  • Arcutis Biotherapeutics made up 5.96% of Aaron Cowen's portfolio in Q2 2026, its #3 holding.
  • Aaron Cowen first reported a position in Arcutis Biotherapeutics in Q1 2023 and has held it in 14 quarters since.
  • Aaron Cowen's Arcutis Biotherapeutics position peaked at $347M in Q4 2025.
  • 271 funds tracked by Wall St. Rank held Arcutis Biotherapeutics as of Q2 2026.

Based on Suvretta Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.