Gilder Gagnon Howe & Co’s Arcutis Biotherapeutics ARQT Stock Holding History

Gilder Gagnon Howe & Co’s Portfolio ARQT Stock Details ARQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.4M	Sell	1,313,211 -2,990,799	-69%	-$69.7M	0.36%	75
2026 Q1	$101M	Sell	4,304,010 -149,846	-3%	-$3.82M	1.22%	22
2025 Q4	$129M	Buy	4,453,856 +24,748	+0.6%	+$634K	1.37%	18
2025 Q3	$83.5M	Buy	4,429,108 +273,345	+7%	+$4.31M	0.85%	36
2025 Q2	$58.3M	Buy	4,155,763 +59,712	+1%	+$837K	0.62%	50
2025 Q1	$64.1M	Buy	4,096,051 +193,060	+5%	+$2.72M	0.84%	39
2024 Q4	$54.4M	Buy	3,902,991 +349,153	+10%	+$3.83M	0.59%	49
2024 Q3	$33.1M	Sell	3,553,838 -62,694	-2%	-$619K	0.4%	63
2024 Q2	$33.6M	Sell	3,616,532 -618,419	-15%	-$5.59M	0.42%	64
2024 Q1	$42M	Buy	+4,234,951	New	+$31.6M	0.52%	51

Other funds holding ARQT

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

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

FLSM

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Gilder Gagnon Howe & Co's ARQT Position: Q2 2026 in Review

Gilder Gagnon Howe & Co reduced its Arcutis Biotherapeutics (ARQT) stake by 69% in Q2 2026, selling an estimated $69.7M and leaving 1,313,211 shares worth $34.4M. The position accounts for 0.36% of the portfolio, ranked #75.

Gilder Gagnon Howe & Co first reported a position in ARQT in Q1 2024 and has held it in 10 quarters since. The position peaked at $129M in Q4 2025. 272 funds tracked by Wall St. Rank hold ARQT as of Q2 2026.

Gilder Gagnon Howe & Co held 1,313,211 shares of Arcutis Biotherapeutics worth $34.4M as of Q2 2026.
Gilder Gagnon Howe & Co sold 2,990,799 Arcutis Biotherapeutics shares in Q2 2026, an estimated $69.7M.
Arcutis Biotherapeutics made up 0.36% of Gilder Gagnon Howe & Co's portfolio in Q2 2026, its #75 holding.
Gilder Gagnon Howe & Co first reported a position in Arcutis Biotherapeutics in Q1 2024 and has held it in 10 quarters since.
Gilder Gagnon Howe & Co's Arcutis Biotherapeutics position peaked at $129M in Q4 2025.
272 funds tracked by Wall St. Rank held Arcutis Biotherapeutics as of Q2 2026.

Based on Gilder Gagnon Howe & Co's 13F filing for Q2 2026, filed 14 Aug 2026.