JO
DAWN

John Overdeck’s Day One Biopharmaceuticals DAWN Stock Holding History

John Overdeck’s Portfolio DAWN Stock Details DAWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-41,500
Closed -$890K – 5127
2026
Q1 		$890K Buy
+41,500
New +$585K ﹤0.01% 3349
2025
Q2 		– Sell
-69,895
Closed -$554K – 3239
2025
Q1 		$554K Sell
69,895
-201,881
-74% -$2.17M ﹤0.01% 2481
2024
Q4 		$3.44M Sell
271,776
-135,725
-33% -$1.89M 0.01% 1344
2024
Q3 		$5.68M Buy
407,501
+108,295
+36% +$1.55M 0.01% 1023
2024
Q2 		$4.12M Buy
299,206
+278,794
+1,366% +$4.08M 0.01% 1094
2024
Q1 		$337K Buy
+20,412
New +$305K ﹤0.01% 2507
2023
Q2 		– Sell
-153,569
Closed -$2.05M – 3062
2023
Q1 		$2.05M Buy
+153,569
New +$3M 0.01% 1362
2022
Q2 		– Sell
-60,190
Closed -$597K – 2601
2022
Q1 		$597K Buy
+60,190
New +$795K ﹤0.01% 1935

Other funds holding DAWN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

John Overdeck's DAWN Position: Q2 2026 in Review

John Overdeck sold out of Day One Biopharmaceuticals (DAWN) in Q2 2026, closing a stake of 41,500 shares — an estimated $890K sold.

John Overdeck first reported a position in DAWN in Q1 2022 and held it in 8 quarters. The position peaked at $5.68M in Q3 2024. 1 fund tracked by Wall St. Rank holds DAWN as of Q2 2026.

  • John Overdeck reported no remaining Day One Biopharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 41,500 Day One Biopharmaceuticals shares in Q2 2026, an estimated $890K.
  • John Overdeck first reported a position in Day One Biopharmaceuticals in Q1 2022 and held it in 8 quarters.
  • John Overdeck's Day One Biopharmaceuticals position peaked at $5.68M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Day One Biopharmaceuticals as of Q2 2026.

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