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John Overdeck’s argenx ARGX Stock Holding History

John Overdeck’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
Q2 		$172M Buy
185,638
+76,517
+70% +$63.1M 0.12% 180
2026
Q1 		$79.7M Sell
109,121
-149,435
-58% -$117M 0.06% 342
2025
Q4 		$217M Sell
258,556
-35,604
-12% -$30.5M 0.31% 53
2025
Q3 		$217M Buy
294,160
+250,278
+570% +$165M 0.32% 70
2025
Q2 		$24.2M Sell
43,882
-30,066
-41% -$17.4M 0.04% 483
2025
Q1 		$43.8M Buy
+73,948
New +$46.7M 0.09% 266

Other funds holding ARGX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's ARGX Position: Q2 2026 in Review

John Overdeck increased its argenx (ARGX) stake by 70% in Q2 2026, buying an estimated $63.1M and bringing the position to 185,638 shares worth $172M. The position accounts for 0.12% of the portfolio, ranked #180.

John Overdeck first reported a position in ARGX in Q1 2025 and has held it in 6 quarters since. The position peaked at $217M in Q4 2025. 505 funds tracked by Wall St. Rank hold ARGX as of Q2 2026.

  • John Overdeck held 185,638 shares of argenx worth $172M as of Q2 2026.
  • John Overdeck bought 76,517 argenx shares in Q2 2026, an estimated $63.1M.
  • argenx made up 0.12% of John Overdeck's portfolio in Q2 2026, its #180 holding.
  • John Overdeck first reported a position in argenx in Q1 2025 and has held it in 6 quarters since.
  • John Overdeck's argenx position peaked at $217M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held argenx as of Q2 2026.

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