John Overdeck’s ADC Therapeutics ADCT Stock Holding History

John Overdeck’s Portfolio ADCT Stock Details ADCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$828K	Buy	773,414 +105,392	+16%	+$307K	﹤0.01%	3755
2026 Q1	$2.51M	Buy	668,022 +548,561	+459%	+$2.16M	﹤0.01%	2592
2025 Q4	$422K	Buy	119,461 +74,003	+163%	+$300K	﹤0.01%	3403
2025 Q3	$182K	Buy	+45,458	New	+$143K	﹤0.01%	3391
2025 Q2	–	Sell	-44,686	Closed	-$63K	–	3156
2025 Q1	$63K	Sell	44,686 -138,545	-76%	-$235K	﹤0.01%	3020
2024 Q4	$365K	Sell	183,231 -62,022	-25%	-$162K	﹤0.01%	2670
2024 Q3	$773K	Sell	245,253 -83,511	-25%	-$263K	﹤0.01%	2261
2024 Q2	$1.04M	Buy	328,764 +273,851	+499%	+$1.09M	﹤0.01%	1961
2024 Q1	$247K	Buy	+54,913	New	+$203K	﹤0.01%	2636
2023 Q2	–	Sell	-223,827	Closed	-$436K	–	2975
2023 Q1	$436K	Buy	223,827 +168,931	+308%	+$623K	﹤0.01%	2265
2022 Q4	$211K	Buy	+54,896	New	+$220K	﹤0.01%	2372
2021 Q1	–	Sell	-21,997	Closed	-$704K	–	3754
2020 Q4	$704K	Buy	+21,997	New	+$721K	﹤0.01%	2253

Other funds holding ADCT

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

John Overdeck's ADCT Position: Q2 2026 in Review

John Overdeck increased its ADC Therapeutics (ADCT) stake by 16% in Q2 2026, buying an estimated $307K and bringing the position to 773,414 shares worth $828K. The position accounts for ﹤0.01% of the portfolio, ranked #3755.

John Overdeck first reported a position in ADCT in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.51M in Q1 2026. 113 funds tracked by Wall St. Rank hold ADCT as of Q2 2026.

John Overdeck held 773,414 shares of ADC Therapeutics worth $828K as of Q2 2026.
John Overdeck bought 105,392 ADC Therapeutics shares in Q2 2026, an estimated $307K.
ADC Therapeutics made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3755 holding.
John Overdeck first reported a position in ADC Therapeutics in Q4 2020 and has held it in 12 quarters since.
John Overdeck's ADC Therapeutics position peaked at $2.51M in Q1 2026.
113 funds tracked by Wall St. Rank held ADC Therapeutics as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.