AustralianSuper’s Incyte INCY Stock Holding History

AustralianSuper’s Portfolio INCY Stock Details INCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$107M	Buy	1,137,143 +496,410	+77%	+$49.5M	0.56%	48
2025 Q4	$63.3M	Buy	640,733 +427,492	+200%	+$41.4M	0.29%	72
2025 Q3	$18.1M	Buy	+213,241	New	+$16.9M	0.09%	147
2023 Q2	–	Sell	-467,640	Closed	-$33.8M	–	283
2023 Q1	$33.8M	Buy	467,640 +9,122	+2%	+$714K	0.21%	85
2022 Q4	$36.5M	Buy	458,518 +51,249	+13%	+$3.92M	0.24%	84
2022 Q3	$27.1K	Sell	407,269 -76,884	-16%	-$5.68M	0.19%	86
2022 Q2	$36.8K	Buy	484,153 +91,090	+23%	+$6.92M	0.23%	87
2022 Q1	$31.2K	Buy	393,063 +113,225	+40%	+$8.24M	0.17%	91
2021 Q4	$20.1K	Buy	279,838 +150,829	+117%	+$10.2M	0.1%	120
2021 Q3	$8.87M	Buy	+129,009	New	+$9.8M	0.06%	164
2021 Q1	–	Sell	-34,392	Closed	-$2.99M	–	159
2020 Q4	$2.99M	Buy	+34,392	New	+$2.98M	0.02%	127

Other funds holding INCY

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AustralianSuper's INCY Position: Q1 2026 in Review

AustralianSuper increased its Incyte (INCY) stake by 77% in Q1 2026, buying an estimated $49.5M and bringing the position to 1,137,143 shares worth $107M. The position accounts for 0.56% of the portfolio, ranked #48.

AustralianSuper first reported a position in INCY in Q4 2020 and has held it in 11 quarters since. 812 funds tracked by Wall St. Rank hold INCY as of Q1 2026.

AustralianSuper held 1,137,143 shares of Incyte worth $107M as of Q1 2026.
AustralianSuper bought 496,410 Incyte shares in Q1 2026, an estimated $49.5M.
Incyte made up 0.56% of AustralianSuper's portfolio in Q1 2026, its #48 holding.
AustralianSuper first reported a position in Incyte in Q4 2020 and has held it in 11 quarters since.
812 funds tracked by Wall St. Rank held Incyte as of Q1 2026.

Based on AustralianSuper's 13F filing for Q1 2026, filed 7 May 2026.