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
2022 Q1	–	Sell	-5,800	Closed	-$435K	–	3807
2021 Q4	$435K	Sell	5,800 -5,800	-50%	-$582K	﹤0.01%	3376
2021 Q3	$1.35M	Buy	11,600 +7,500	+183%	+$1.13M	﹤0.01%	2340
2021 Q2	$909K	Sell	4,100 -10,100	-71%	-$1.96M	﹤0.01%	2565
2021 Q1	$1.88M	Hold	14,200	–	–	﹤0.01%	1759
2020 Q4	$2.46M	Buy	14,200 +11,200	+373%	+$1.53M	0.01%	1360
2020 Q3	$334K	Sell	3,000 -15,400	-84%	-$1.23M	﹤0.01%	2519
2020 Q2	$1.09M	Sell	18,400 -1,600	-8%	-$105K	0.01%	1479
2020 Q1	$1.35M	Buy	20,000 +9,000	+82%	+$711K	0.01%	1210
2019 Q4	$927K	Sell	11,000 -20,100	-65%	-$1.62M	﹤0.01%	2253
2019 Q3	$2.33M	Buy	31,100 +25,100	+418%	+$2.01M	0.01%	1313
2019 Q2	$379K	Buy	+6,000	New	+$304K	﹤0.01%	2701

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.