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Iron Triangle Partners’s argenx ARGX Stock Holding History

Iron Triangle Partners’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
2025
Q4 		– Sell
-9,900
Closed -$7.3M – 30
2025
Q3 		$7.3M Sell
9,900
-5,667
-36% -$3.74M 1.04% 25
2025
Q2 		$8.58M Sell
15,567
-12,307
-44% -$7.14M 1.32% 26
2025
Q1 		$16.5M Sell
27,874
-7,126
-20% -$4.5M 2.6% 19
2024
Q4 		$21.5M Buy
+35,000
New +$20.5M 2.37% 21
2024
Q3 		– Sell
-61,704
Closed -$26.5M – 29
2024
Q2 		$26.5M Buy
61,704
+16,704
+37% +$6.39M 2.7% 19
2024
Q1 		$17.7M Buy
+45,000
New +$17.4M 1.81% 26

Other funds holding ARGX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Iron Triangle Partners's ARGX Position: Q4 2025 in Review

Iron Triangle Partners sold out of argenx (ARGX) in Q4 2025, closing a stake of 9,900 shares — an estimated $7.3M sold.

Iron Triangle Partners first reported a position in ARGX in Q1 2024 and held it in 6 quarters. The position peaked at $26.5M in Q2 2024. 507 funds tracked by Wall St. Rank hold ARGX as of Q4 2025.

  • Iron Triangle Partners reported no remaining argenx position as of Q4 2025 after selling out during the quarter.
  • Iron Triangle Partners sold 9,900 argenx shares in Q4 2025, an estimated $7.3M.
  • Iron Triangle Partners first reported a position in argenx in Q1 2024 and held it in 6 quarters.
  • Iron Triangle Partners's argenx position peaked at $26.5M in Q2 2024.
  • 507 funds tracked by Wall St. Rank held argenx as of Q4 2025.

Based on Iron Triangle Partners's 13F filing for Q4 2025, filed 17 Feb 2026.