Picton Mahoney Asset Management’s Incyte INCY Stock Holding History

Picton Mahoney Asset Management’s Portfolio INCY Stock Details INCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$513K	Buy	4,527 +4,509	+25,050%	+$447K	﹤0.01%	773
2026 Q1	$1.69K	Hold	18	–	–	﹤0.01%	1052
2025 Q4	$1.78K	Hold	18	–	–	﹤0.01%	983
2025 Q3	$2K	Hold	18	–	–	﹤0.01%	822
2025 Q2	$1K	Sell	18 -327	-95%	-$20.7K	﹤0.01%	830
2025 Q1	$21K	Buy	345 +323	+1,468%	+$22.5K	﹤0.01%	574
2024 Q4	$1K	Buy	22 +2	+10%	+$143	﹤0.01%	703
2024 Q3	$1K	Buy	+20	New	+$1.27K	﹤0.01%	696
2015 Q1	–	Sell	-4,400	Closed	-$321K	–	317
2014 Q4	$321K	Buy	+4,400	New	+$287K	0.02%	199
2014 Q3	–	Sell	-4,400	Closed	-$248K	–	335
2014 Q2	$248K	Buy	+4,400	New	+$225K	0.01%	216

Other funds holding INCY

BBA

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Picton Mahoney Asset Management's INCY Position: Q2 2026 in Review

Picton Mahoney Asset Management increased its Incyte (INCY) stake by 25,050% in Q2 2026, buying an estimated $447K and bringing the position to 4,527 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Picton Mahoney Asset Management first reported a position in INCY in Q2 2014 and has held it in 10 quarters since. 861 funds tracked by Wall St. Rank hold INCY as of Q2 2026.

Picton Mahoney Asset Management held 4,527 shares of Incyte worth $513K as of Q2 2026.
Picton Mahoney Asset Management bought 4,509 Incyte shares in Q2 2026, an estimated $447K.
Incyte made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #773 holding.
Picton Mahoney Asset Management first reported a position in Incyte in Q2 2014 and has held it in 10 quarters since.
861 funds tracked by Wall St. Rank held Incyte as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.