John Overdeck’s Zenas BioPharma ZBIO Stock Holding History

John Overdeck’s Portfolio ZBIO Stock Details ZBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.7M	Buy	815,150 +540,094	+196%	+$10.7M	0.02%	1036
2026 Q1	$5.38M	Buy	275,056 +259,956	+1,722%	+$5.84M	﹤0.01%	1922
2025 Q4	$548K	Sell	15,100 -5,282	-26%	-$174K	﹤0.01%	3255
2025 Q3	$452K	Buy	20,382 +765	+4%	+$12.5K	﹤0.01%	3024
2025 Q2	$190K	Buy	+19,617	New	+$191K	﹤0.01%	2925
2025 Q1	–	Sell	-17,045	Closed	-$140K	–	3551
2024 Q4	$140K	Buy	17,045 +4,045	+31%	+$63.1K	﹤0.01%	2926
2024 Q3	$220K	Buy	+13,000	New	+$234K	﹤0.01%	2782

Other funds holding ZBIO

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

SOCM

SR One Capital Management Wayne, Pennsylvania $1.04B AUM 262.99% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

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

PCH

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

RPSM

Royalty Pharma Sub-Manager New York $242M AUM

FFM

Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return

John Overdeck's ZBIO Position: Q2 2026 in Review

John Overdeck increased its Zenas BioPharma (ZBIO) stake by 196% in Q2 2026, buying an estimated $10.7M and bringing the position to 815,150 shares worth $20.7M. The position accounts for 0.02% of the portfolio, ranked #1036.

John Overdeck first reported a position in ZBIO in Q3 2024 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold ZBIO as of Q2 2026.

John Overdeck held 815,150 shares of Zenas BioPharma worth $20.7M as of Q2 2026.
John Overdeck bought 540,094 Zenas BioPharma shares in Q2 2026, an estimated $10.7M.
Zenas BioPharma made up 0.02% of John Overdeck's portfolio in Q2 2026, its #1036 holding.
John Overdeck first reported a position in Zenas BioPharma in Q3 2024 and has held it in 7 quarters since.
144 funds tracked by Wall St. Rank held Zenas BioPharma as of Q2 2026.

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