John Overdeck’s Xenon Pharmaceuticals XENE Stock Holding History

John Overdeck’s Portfolio XENE Stock Details XENE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$99.2M	Buy	1,642,848 +1,036,763	+171%	+$57.6M	0.07%	309
2026 Q1	$35.2M	Buy	606,085 +169,342	+39%	+$7.8M	0.03%	652
2025 Q4	$19.6M	Buy	+436,743	New	+$18.3M	0.03%	735
2025 Q2	–	Sell	-236,983	Closed	-$7.95M	–	3585
2025 Q1	$7.95M	Sell	236,983 -36,369	-13%	-$1.38M	0.02%	864
2024 Q4	$10.7M	Buy	273,352 +29,773	+12%	+$1.23M	0.02%	725
2024 Q3	$9.59M	Buy	243,579 +48,450	+25%	+$1.95M	0.02%	777
2024 Q2	$7.61M	Sell	195,129 -79,497	-29%	-$3.18M	0.02%	819
2024 Q1	$11.8M	Sell	274,626 -65,389	-19%	-$3.01M	0.03%	600
2023 Q4	$15.7M	Buy	340,015 +259,382	+322%	+$9.16M	0.04%	497
2023 Q3	$2.75M	Buy	80,633 +62,000	+333%	+$2.32M	0.01%	1207
2023 Q2	$717K	Buy	18,633 +7,179	+63%	+$285K	﹤0.01%	2147
2023 Q1	$410K	Buy	+11,454	New	+$423K	﹤0.01%	2291
2022 Q4	–	Sell	-55,974	Closed	-$2.02M	–	3112
2022 Q3	$2.02M	Buy	+55,974	New	+$2.01M	0.01%	1144
2022 Q2	–	Sell	-232,650	Closed	-$7.11M	–	2984
2022 Q1	$7.11M	Sell	232,650 -45,693	-16%	-$1.37M	0.02%	758
2021 Q4	$8.7M	Buy	278,343 +108,667	+64%	+$3.25M	0.02%	875
2021 Q3	$2.59M	Buy	169,676 +84,458	+99%	+$1.47M	0.01%	1736
2021 Q2	$1.59M	Buy	85,218 +8,512	+11%	+$157K	﹤0.01%	2082
2021 Q1	$1.37M	Buy	76,706 +26,145	+52%	+$443K	﹤0.01%	2028
2020 Q4	$778K	Buy	50,561 +576	+1%	+$6.74K	﹤0.01%	2193
2020 Q3	$553K	Sell	49,985 -70,130	-58%	-$825K	﹤0.01%	2166
2020 Q2	$1.51M	Buy	120,115 +31,510	+36%	+$401K	0.01%	1255
2020 Q1	$1M	Buy	88,605 +11,788	+15%	+$168K	0.01%	1410
2019 Q4	$1.01M	Buy	+76,817	New	+$808K	﹤0.01%	2179
2019 Q2	–	Sell	-58,149	Closed	-$591K	–	3715
2019 Q1	$591K	Sell	58,149 -142,112	-71%	-$1.2M	﹤0.01%	2167
2018 Q4	$1.26M	Buy	200,261 +123,676	+161%	+$1.1M	﹤0.01%	1494
2018 Q3	$1.01M	Buy	+76,585	New	+$887K	﹤0.01%	1976

Other funds holding XENE

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

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

John Overdeck's XENE Position: Q2 2026 in Review

John Overdeck increased its Xenon Pharmaceuticals (XENE) stake by 171% in Q2 2026, buying an estimated $57.6M and bringing the position to 1,642,848 shares worth $99.2M. The position accounts for 0.07% of the portfolio, ranked #309.

John Overdeck first reported a position in XENE in Q3 2018 and has held it in 26 quarters since. 314 funds tracked by Wall St. Rank hold XENE as of Q2 2026.

John Overdeck held 1,642,848 shares of Xenon Pharmaceuticals worth $99.2M as of Q2 2026.
John Overdeck bought 1,036,763 Xenon Pharmaceuticals shares in Q2 2026, an estimated $57.6M.
Xenon Pharmaceuticals made up 0.07% of John Overdeck's portfolio in Q2 2026, its #309 holding.
John Overdeck first reported a position in Xenon Pharmaceuticals in Q3 2018 and has held it in 26 quarters since.
314 funds tracked by Wall St. Rank held Xenon Pharmaceuticals as of Q2 2026.

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