SANDS CAPITAL MANAGEMENT, LLC ARGX — ARGENX SE

Ownership history in SANDS CAPITAL MANAGEMENT, LLC  ·  4 quarters on record

AI Ownership Summary

SANDS CAPITAL MANAGEMENT, LLC reported ARGENX SE (ARGX) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 1.03% in 2026 Q2. The latest visible filing shows ARGX at 1.03% 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 ARGX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SANDS CAPITAL MANAGEMENT, LLC's position in ARGENX SE, 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 Q2

ARGX was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

ARGX stock page SANDS CAPITAL MANAGEMENT, LLC fund profile SANDS CAPITAL MANAGEMENT, LLC full holdings
How SANDS CAPITAL MANAGEMENT, LLC held ARGX — position size vs. price
% of Fund (quarterly)    ARGX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 298,599 -41,686 -12.3% 1.03% $277.0M 2026-08-13 $856.94
2026 Q1 REDUCED — — — 340,285 -16,585 -4.6% 0.97% $248.5M 2026-05-08 $782.17
2025 Q4 ADDED — — — 356,870 +340,245 +2046.6% 0.91% $300.1M 2026-02-13 $821.96
2025 Q3 INITIATED — — — 16,625 — — 0.03% $12.3M 2025-11-13 $891.73

🏢 Other funds also holding ARGX

As of 2026 Q2 — sorted by position size

Checkpoint Capital L.P. 31.25% Eagle Health Investments LP 3Y 11.75% Avoro Capital Advisors LLC 3Y 7Y 8.33% Bellevue Group AG 3Y 7Y 5.88% RTW INVESTMENTS, LP 3Y 7Y 5.62% Artia Global Partners LP 3Y 5.09% Resolute Capital Asset Partners LLC 3Y 4.76% Tri Locum Partners LP 3Y 4.75% Patient Square Capital LP 3Y 3.31% ACUTA CAPITAL PARTNERS, LLC 3Y 7Y 3.04%

FAQ About SANDS CAPITAL MANAGEMENT, LLC and ARGX

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

How long has SANDS CAPITAL MANAGEMENT, LLC reported owning ARGX?

SANDS CAPITAL MANAGEMENT, LLC reported ARGX across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported ARGX position in SANDS CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for ARGX was 1.03% in 2026 Q2.

What is the latest reported ARGX position on this page?

The most recent filing on this page is 2026 Q2, when SANDS CAPITAL MANAGEMENT, LLC reported 298,599 shares, equal to 1.03% of portfolio, with an estimated market value of $277.0M.

What does the chart on this ARGX ownership page compare?

The chart compares SANDS CAPITAL MANAGEMENT, LLC's quarterly ARGX 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 SANDS CAPITAL MANAGEMENT, LLC time their ARGX position?

Based on 13F filing dates vs. subsequent ARGX price moves, SANDS CAPITAL MANAGEMENT, LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on ARGX relative to SPY over the holding period was +7594.8%.

← Back to SANDS CAPITAL MANAGEMENT, LLC Holdings