Darwin Global Management’s argenx ARGX Stock Holding History

Darwin Global Management’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
2023 Q4	–	Sell	-45,615	Closed	-$22.4M	–	9
2023 Q3	$22.4M	Sell	45,615 -227,728	-83%	-$111M	7.89%	3
2023 Q2	$107M	Sell	273,343 -11,855	-4%	-$4.66M	17.42%	3
2023 Q1	$106M	Sell	285,198 -12,503	-4%	-$4.63M	29.06%	2
2022 Q4	$113M	Buy	+297,701	New	+$111M	70.21%	1

Other funds holding ARGX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Darwin Global Management's ARGX Position: Q4 2023 in Review

Darwin Global Management sold out of argenx (ARGX) in Q4 2023, closing a stake of 45,615 shares — an estimated $22.4M sold.

Darwin Global Management first reported a position in ARGX in Q4 2022 and held it in 4 quarters. The position peaked at $113M in Q4 2022. 346 funds tracked by Wall St. Rank hold ARGX as of Q4 2023.

Darwin Global Management reported no remaining argenx position as of Q4 2023 after selling out during the quarter.
Darwin Global Management sold 45,615 argenx shares in Q4 2023, an estimated $22.4M.
Darwin Global Management first reported a position in argenx in Q4 2022 and held it in 4 quarters.
Darwin Global Management's argenx position peaked at $113M in Q4 2022.
346 funds tracked by Wall St. Rank held argenx as of Q4 2023.

Based on Darwin Global Management's 13F filing for Q4 2023, filed 14 Feb 2024.