Alkeon Capital Management
MRSN

Alkeon Capital Management’s Mersana Therapeutics MRSN Stock Holding History

Alkeon Capital Management’s Portfolio MRSN Stock Details MRSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-71,994
Closed -$17M – 168
2021
Q3 		$17M Sell
71,994
-257
-0.4% -$75.1K 0.03% 138
2021
Q2 		$24.5M Sell
72,251
-169
-0.2% -$64K 0.04% 134
2021
Q1 		$29.3M Buy
72,420
+227
+0.3% +$110K 0.04% 127
2020
Q4 		$48M Buy
72,193
+10,193
+16% +$5.67M 0.08% 117
2020
Q3 		$28.9M Buy
+62,000
New +$31.3M 0.05% 114

Other funds holding MRSN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $178M AUM 118.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Alkeon Capital Management's MRSN Position: Q4 2021 in Review

Alkeon Capital Management sold out of Mersana Therapeutics (MRSN) in Q4 2021, closing a stake of 71,994 shares — an estimated $17M sold.

Alkeon Capital Management first reported a position in MRSN in Q3 2020 and held it in 5 quarters. The position peaked at $48M in Q4 2020. 122 funds tracked by Wall St. Rank hold MRSN as of Q4 2021.

  • Alkeon Capital Management reported no remaining Mersana Therapeutics position as of Q4 2021 after selling out during the quarter.
  • Alkeon Capital Management sold 71,994 Mersana Therapeutics shares in Q4 2021, an estimated $17M.
  • Alkeon Capital Management first reported a position in Mersana Therapeutics in Q3 2020 and held it in 5 quarters.
  • Alkeon Capital Management's Mersana Therapeutics position peaked at $48M in Q4 2020.
  • 122 funds tracked by Wall St. Rank held Mersana Therapeutics as of Q4 2021.

Based on Alkeon Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.