J. Safra Sarasin Holding AG ANNX ANNEXON INC

Ownership history in J. Safra Sarasin Holding AG  ·  6 quarters on record

AI Ownership Summary

J. Safra Sarasin Holding AG reported ANNEXON INC (ANNX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows ANNX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ANNX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Safra Sarasin Holding AG's position in ANNEXON INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ANNX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How J. Safra Sarasin Holding AG held ANNX — position size vs. price
% of Fund (quarterly)    ANNX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 23.2% +0.5% 90,487 -27,281 -23.2% 0.01% $501K 2026-05-04 $5.69
2025 Q4 REDUCED 47.2% +10.4% 117,768 -105,453 -47.2% 0.01% $591K 2026-01-15 $6.16
2025 Q3 REDUCED 41.5% +63.9% 223,221 -158,220 -41.5% 0.01% $681K 2025-11-03 $3.17
2025 Q2 ADDED 381,441 +126,903 +49.9% 0.02% $915K 2025-07-21 $2.47
2025 Q1 ADDED 254,538 +98,794 +63.4% 0.01% $491K 2025-05-09 $1.60
2024 Q4 INITIATED 155,744 0.01% $799K 2025-02-14 $3.07

FAQ About J. Safra Sarasin Holding AG and ANNX

These are the practical questions this page is built to answer before you even open the full history table.

How long has J. Safra Sarasin Holding AG reported owning ANNX?

J. Safra Sarasin Holding AG reported ANNX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ANNX position in J. Safra Sarasin Holding AG's portfolio?

The largest reported portfolio weight for ANNX was 0.02% in 2025 Q2.

What is the latest reported ANNX position on this page?

The most recent filing on this page is 2026 Q1, when J. Safra Sarasin Holding AG reported 90,487 shares, equal to 0.01% of portfolio, with an estimated market value of $501K.

What does the chart on this ANNX ownership page compare?

The chart compares J. Safra Sarasin Holding AG's quarterly ANNX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did J. Safra Sarasin Holding AG time their ANNX position?

Based on 13F filing dates vs. subsequent ANNX price moves, J. Safra Sarasin Holding AG correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on ANNX relative to SPY over the holding period was +43.5%.

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