Checkpoint Capital’s argenx ARGX Stock Holding History

Checkpoint Capital’s Portfolio ARGX Stock Details ARGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$112M	Buy	153,000 +11,000	+8%	+$8.61M	40.1%	1
2025 Q4	$119M	Sell	142,000 -8,000	-5%	-$6.85M	37.31%	1
2025 Q3	$111M	Buy	150,000 +23	+0%	+$15.2K	37.07%	1
2025 Q2	$82.7M	Buy	149,977 +34,977	+30%	+$20.3M	38.52%	1
2025 Q1	$68.1M	Buy	115,000 +22,500	+24%	+$14.2M	37.34%	1
2024 Q4	$56.9M	Hold	92,500	–	–	28.95%	1
2024 Q3	$50.1M	Buy	92,500 +10,350	+13%	+$5.23M	24.88%	1
2024 Q2	$35.3M	Buy	82,150 +150	+0.2%	+$57.4K	21.3%	2
2024 Q1	$32.3M	Buy	82,000 +12,000	+17%	+$4.65M	21.58%	2
2023 Q4	$26.6M	Buy	+70,000	New	+$32.6M	16.13%	2

Other funds holding ARGX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

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

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

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

Checkpoint Capital's ARGX Position: Q1 2026 in Review

Checkpoint Capital increased its argenx (ARGX) stake by 7.7% in Q1 2026, buying an estimated $8.61M and bringing the position to 153,000 shares worth $112M. The position accounts for 40.1% of the portfolio, ranked #1.

Checkpoint Capital first reported a position in ARGX in Q4 2023 and has held it in 10 quarters since. The position peaked at $119M in Q4 2025. 476 funds tracked by Wall St. Rank hold ARGX as of Q1 2026.

Checkpoint Capital held 153,000 shares of argenx worth $112M as of Q1 2026.
Checkpoint Capital bought 11,000 argenx shares in Q1 2026, an estimated $8.61M.
argenx made up 40.1% of Checkpoint Capital's portfolio in Q1 2026, its #1 holding.
Checkpoint Capital first reported a position in argenx in Q4 2023 and has held it in 10 quarters since.
Checkpoint Capital's argenx position peaked at $119M in Q4 2025.
476 funds tracked by Wall St. Rank held argenx as of Q1 2026.

Based on Checkpoint Capital's 13F filing for Q1 2026, filed 15 May 2026.