John Overdeck’s NovoCure NVCR Stock Holding History

John Overdeck’s Portfolio NVCR Stock Details NVCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-11,600	Closed	-$1.35M	–	4685
2021 Q3	$1.35M	Buy	+11,600	New	+$1.75M	﹤0.01%	2339
2021 Q2	–	Sell	-14,300	Closed	-$1.89M	–	4419
2021 Q1	$1.89M	Buy	14,300 +10,500	+276%	+$1.66M	﹤0.01%	1757
2020 Q4	$658K	Buy	+3,800	New	+$520K	﹤0.01%	2307
2020 Q3	–	Sell	-13,000	Closed	-$771K	–	3412
2020 Q2	$771K	Sell	13,000 -5,400	-29%	-$355K	﹤0.01%	1706
2020 Q1	$1.24M	Buy	18,400 +14,800	+411%	+$1.17M	0.01%	1262
2019 Q4	$303K	Sell	3,600 -27,300	-88%	-$2.2M	﹤0.01%	3180
2019 Q3	$2.31M	Buy	30,900 +26,900	+673%	+$2.15M	0.01%	1317
2019 Q2	$253K	Buy	+4,000	New	+$203K	﹤0.01%	2955

Other funds holding NVCR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

John Overdeck's NVCR Position: Q2 2026 in Review

John Overdeck reduced its NovoCure (NVCR) stake by 53% in Q2 2026, selling an estimated $365K and leaving 21,200 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #4478.

John Overdeck first reported a position in NVCR in Q4 2015 and has held it in 35 quarters since. The position peaked at $50M in Q1 2021. 215 funds tracked by Wall St. Rank hold NVCR as of Q2 2026.

John Overdeck held 21,200 shares of NovoCure worth $321K as of Q2 2026.
John Overdeck sold 24,118 NovoCure shares in Q2 2026, an estimated $365K.
NovoCure made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4478 holding.
John Overdeck first reported a position in NovoCure in Q4 2015 and has held it in 35 quarters since.
John Overdeck's NovoCure position peaked at $50M in Q1 2021.
215 funds tracked by Wall St. Rank held NovoCure as of Q2 2026.

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