Nantahala Capital Management’s ADC Therapeutics ADCT Stock Holding History

Nantahala Capital Management’s Portfolio ADCT Stock Details ADCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.2M	Buy	12,326,184 +6,728,751	+120%	+$19.6M	0.44%	66
2026 Q1	$21M	Buy	5,597,433 +122,000	+2%	+$481K	0.77%	35
2025 Q4	$19.3M	Buy	5,475,433 +3,209,144	+142%	+$13M	0.64%	35
2025 Q3	$9.07M	Hold	2,266,289	–	–	0.31%	73
2025 Q2	$6.07M	Buy	+2,266,289	New	+$4.77M	0.24%	80
2023 Q4	–	Sell	-257,162	Closed	-$231K	–	129
2023 Q3	$231K	Sell	257,162 -582,838	-69%	-$775K	0.02%	119
2023 Q2	$1.81M	Hold	840,000	–	–	0.17%	80
2023 Q1	$1.64M	Buy	840,000 +596,710	+245%	+$2.2M	0.13%	80
2022 Q4	$934K	Buy	+243,290	New	+$973K	0.06%	89

Other funds holding ADCT

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

Nantahala Capital Management's ADCT Position: Q2 2026 in Review

Nantahala Capital Management increased its ADC Therapeutics (ADCT) stake by 120% in Q2 2026, buying an estimated $19.6M and bringing the position to 12,326,184 shares worth $13.2M. The position accounts for 0.44% of the portfolio, ranked #66.

Nantahala Capital Management first reported a position in ADCT in Q4 2022 and has held it in 9 quarters since. The position peaked at $21M in Q1 2026. 114 funds tracked by Wall St. Rank hold ADCT as of Q2 2026.

Nantahala Capital Management held 12,326,184 shares of ADC Therapeutics worth $13.2M as of Q2 2026.
Nantahala Capital Management bought 6,728,751 ADC Therapeutics shares in Q2 2026, an estimated $19.6M.
ADC Therapeutics made up 0.44% of Nantahala Capital Management's portfolio in Q2 2026, its #66 holding.
Nantahala Capital Management first reported a position in ADC Therapeutics in Q4 2022 and has held it in 9 quarters since.
Nantahala Capital Management's ADC Therapeutics position peaked at $21M in Q1 2026.
114 funds tracked by Wall St. Rank held ADC Therapeutics as of Q2 2026.

Based on Nantahala Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.