First Turn Management’s argenx ARGX Stock Holding History

First Turn 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
2026 Q1	–	Sell	-23,256	Closed	-$19.6M	–	34
2025 Q4	$19.6M	Sell	23,256 -15,511	-40%	-$13.3M	2.23%	23
2025 Q3	$28.6M	Sell	38,767 -5,186	-12%	-$3.42M	4.29%	10
2025 Q2	$24.2M	Buy	43,953 +2,042	+5%	+$1.19M	4.52%	5
2025 Q1	$24.8M	Sell	41,911 -1,167	-3%	-$737K	5%	3
2024 Q4	$26.5M	Sell	43,078 -11,362	-21%	-$6.66M	4.75%	4
2024 Q3	$29.5M	Sell	54,440 -25,538	-32%	-$12.9M	4.67%	2
2024 Q2	$34.4M	Hold	79,978	–	–	5.6%	1
2024 Q1	$31.5M	Sell	79,978 -3,425	-4%	-$1.33M	4.71%	2
2023 Q4	$31.7M	Buy	+83,403	New	+$38.9M	4.56%	4

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACA

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Turn Management's ARGX Position: Q1 2026 in Review

First Turn Management sold out of argenx (ARGX) in Q1 2026, closing a stake of 23,256 shares — an estimated $19.6M sold.

First Turn Management first reported a position in ARGX in Q4 2023 and held it in 9 quarters. The position peaked at $34.4M in Q2 2024. 477 funds tracked by Wall St. Rank hold ARGX as of Q1 2026.

First Turn Management reported no remaining argenx position as of Q1 2026 after selling out during the quarter.
First Turn Management sold 23,256 argenx shares in Q1 2026, an estimated $19.6M.
First Turn Management first reported a position in argenx in Q4 2023 and held it in 9 quarters.
First Turn Management's argenx position peaked at $34.4M in Q2 2024.
477 funds tracked by Wall St. Rank held argenx as of Q1 2026.

Based on First Turn Management's 13F filing for Q1 2026, filed 15 May 2026.