John Overdeck’s Summit Therapeutics SMMT Stock Holding History

John Overdeck’s Portfolio SMMT Stock Details SMMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.2M	Sell	696,714 -284,471	-29%	-$5.04M	0.01%	1510
2026 Q1	$18.6M	Buy	981,185 +402,937	+70%	+$6.52M	0.02%	991
2025 Q4	$10.1M	Buy	578,248 +553,218	+2,210%	+$10.4M	0.01%	1116
2025 Q3	$517K	Buy	+25,030	New	+$607K	﹤0.01%	2965
2024 Q2	–	Sell	-23,579	Closed	-$97.6K	–	3301
2024 Q1	$97.6K	Sell	23,579 -82,600	-78%	-$328K	﹤0.01%	2835
2023 Q4	$277K	Hold	106,179	–	–	﹤0.01%	2722
2023 Q3	$199K	Sell	106,179 -75,800	-42%	-$145K	﹤0.01%	2643
2023 Q2	$457K	Sell	181,979 -333,959	-65%	-$609K	﹤0.01%	2368
2023 Q1	$903K	Buy	515,938 +229,738	+80%	+$627K	﹤0.01%	1928
2022 Q4	$1.22M	Buy	+286,200	New	+$521K	﹤0.01%	1601

Other funds holding SMMT

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

John Overdeck's SMMT Position: Q2 2026 in Review

John Overdeck reduced its Summit Therapeutics (SMMT) stake by 29% in Q2 2026, selling an estimated $5.04M and leaving 696,714 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #1510.

John Overdeck first reported a position in SMMT in Q4 2022 and has held it in 10 quarters since. The position peaked at $18.6M in Q1 2026. 241 funds tracked by Wall St. Rank hold SMMT as of Q2 2026.

John Overdeck held 696,714 shares of Summit Therapeutics worth $10.2M as of Q2 2026.
John Overdeck sold 284,471 Summit Therapeutics shares in Q2 2026, an estimated $5.04M.
Summit Therapeutics made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1510 holding.
John Overdeck first reported a position in Summit Therapeutics in Q4 2022 and has held it in 10 quarters since.
John Overdeck's Summit Therapeutics position peaked at $18.6M in Q1 2026.
241 funds tracked by Wall St. Rank held Summit Therapeutics as of Q2 2026.

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