Avoro Capital Advisors LLC — ARGENX SE ARGX: Quarterly 13F Position History
Avoro Capital Advisors LLC has reported ARGENX SE (ARGX) on 36 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2017. As of Q1 2026, the position is sized at 1,000,000 shares ($730.3M market value, 7.19% of the equity book). Quarter-over-quarter share count change: + 10,000 (+1.0%) .
- 1,000,000Shares Held (Latest Filing)
- $730.3MReported Market Value (Latest Filing)
- 7.19%Portfolio Weight (% of 13F Equity Book)
- +10,000Quarter-over-Quarter Share Change
- -$102.3MQuarter-over-Quarter Value Change
- 1,287,500Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 36 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,000,000 | +10,000 | +1.0% | $730.3M | 7.19% | $730.25 |
| Q4 2025 | 990,000 | 0 | — | $832.5M | 8.18% | $840.95 |
| Q3 2025 | 990,000 | 185,000 | -15.7% | $730.2M | 9.45% | $737.56 |
| Q2 2025 | 1,175,000 | 60,177 | -4.9% | $647.7M | 11.34% | $551.22 |
| Q1 2025 | 1,235,177 | 3,290 | -0.3% | $731.1M | 11.41% | $591.87 |
| Q4 2024 | 1,238,467 | 0 | — | $761.7M | 10.77% | $615.00 |
| Q3 2024 | 1,238,467 | 0 | — | $671.3M | 9.79% | $542.08 |
| Q2 2024 | 1,238,467 | 0 | — | $532.6M | 7.09% | $430.04 |
| Q1 2024 | 1,238,467 | +3,900 | +0.3% | $487.6M | 5.69% | $393.72 |
| Q4 2023 | 1,234,567 | +234,567 | +23.5% | $469.7M | 6.49% | $380.43 |
| Q3 2023 | 1,000,000 | 263,500 | -20.9% | $491.6M | 7.67% | $491.63 |
| Q2 2023 | 1,263,500 | 24,000 | -1.9% | $492.4M | 6.68% | $389.73 |
| Q1 2023 | 1,287,500 | +21,945 | +1.7% | $479.7M | 7.12% | $372.58 |
| Q4 2022 | 1,265,555 | 0 | — | $479.4M | 7.16% | $378.83 |
| Q3 2022 | 1,265,555 | 0 | — | $446.8M | 8.25% | $353.05 |
| Q2 2022 | 1,265,555 | +10,555 | +0.8% | $479.5M | 9.48% | $378.88 |
| Q1 2022 | 1,255,000 | +290,000 | +30.1% | $395.7M | 7.22% | $315.31 |
| Q4 2021 | 965,000 | +18,500 | +2.0% | $337.9M | 5.75% | $350.19 |
| Q3 2021 | 946,500 | 0 | — | $285.8M | 4.49% | $302.00 |
| Q2 2021 | 946,500 | +21,000 | +2.3% | $285.0M | 4.96% | $301.07 |
| Q1 2021 | 925,500 | +23,000 | +2.5% | $254.9M | 4.40% | $275.39 |
| Q4 2020 | 902,500 | 0 | — | $265.4M | 4.57% | $294.09 |
| Q3 2020 | 902,500 | 67,500 | -7.0% | $236.9M | 3.37% | $262.52 |
| Q2 2020 | 970,000 | +33,500 | +3.6% | $218.5M | 4.32% | $225.23 |
| Q1 2020 | 936,500 | 0 | — | $123.4M | 4.17% | $131.73 |
| Q4 2019 | 936,500 | +101,500 | +12.2% | $150.3M | 4.42% | $160.52 |
| Q3 2019 | 835,000 | 5,000 | -0.6% | $95.2M | 3.97% | $113.96 |
| Q2 2019 | 840,000 | 0 | — | $118.9M | 4.12% | $141.58 |
| Q1 2019 | 840,000 | 20,000 | -2.3% | $104.9M | 4.54% | $124.84 |
| Q4 2018 | 860,000 | +104,585 | +13.8% | $82.6M | 4.94% | $96.07 |
| Q3 2018 | 755,415 | 26,638 | -3.4% | $57.3M | 2.63% | $75.84 |
| Q2 2018 | 782,053 | 81,222 | -9.4% | $64.8M | 2.50% | $82.86 |
| Q1 2018 | 863,275 | +58,400 | +7.3% | $69.4M | 3.33% | $80.44 |
| Q4 2017 | 804,875 | +375,275 | +87.4% | $50.8M | 3.32% | $63.14 |
| Q3 2017 | 429,600 | +214,003 | +99.3% | $9.7M | 0.76% | $22.61 |
| Q2 2017 | 215,597 | — | — | $4.6M | 0.58% | $21.21 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Avoro Capital Advisors LLC first disclose a ARGX position in 13F-HR filings?
Avoro Capital Advisors LLC first reported ARGENX SE (ARGX) on its 13F-HR filing for the period ending 2017-06-30 (Q2 2017). The position has appeared on 36 reported quarters within Pactolio's tracked window.
What was Avoro Capital Advisors LLC's most recent quarter-over-quarter share-count change in ARGX?
Between Q4 2025 and Q1 2026, Avoro Capital Advisors LLC added 10,000 shares of ARGX (+1.0%), bringing the total reported position to 1,000,000 shares at a market value of $730.3M.
Does the implied price-per-share represent Avoro Capital Advisors LLC's cost basis in ARGX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.