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ARGX · Healthcare · Biotechnology · Market cap $46.39B

2 funds in our archive have pitched argenx — most recently Sands Capital Global Growth in December 2025.

Company profile

argenx SE, a biotechnology company, engages in the developing of various therapies for the treatment of autoimmune diseases in the United States, Japan, Europe, Middle East, Africa, and China. Its lead product candidate is efgartigimod for the treatment of patients with myasthenia gravis, immune thrombocytopenia, pemphigus vulgaris, generalized myasthenia gravis, chronic inflammatory demyelinating polyneuropathy, thyroid eye disease, bullous pemphigoid, myositis, primary sjögren's syndrome, post-covid postural orthostatic tachycardia syndrome, membranous nephropathy, lupus nephropathy, anca-associated vasculitis, and antibody mediated rejection; ENHANZE SC; Empasiprubart for multifocal motor neuropath, delayed graft function, and dermatomyositis; and ARGX-119 for congenital myasthenic syndrome and amyotrophic lateral sclerosis. The company is developing ARGX-213 targets FcRn; ARGX-121 and ARGX-220 targets immune system; ARGX-109 targets IL-6; ARGX-118 for inflammation; and ARGX-109, as well as cusatuzumab, ARGX-112, ARGX-114, and ARGX-115. It owns VYVGART; VYVGART HYTRULO; VYVDURA; ARGENX; ABDEG; NHANCE; SIMPLE ANTIBODY; and ARGENXMEDHUB. The company has strategic partnership with AbbVie S.À.R.L., Zai Lab Limited, and LEO Pharma A/S; and collaboration and license agreement with Genor Biopharma Co. Ltd, Université Catholique de Louvain, Sopartec S.A., NYU Langone Health, Leiden University Medical Center, AgomAb Therapeutics NV, Broteio Pharma B.V., VIB vzw, University of Texas, BioWa, Inc., and Shire International GmbH. It has collaboration agreement with Genmab A/S to discover, develop, and commercialize novel therapeutic antibodies with applications in immunology and oncology, as well as a strategic collaboration with IQVIA Holdings Inc. to provide safety systems and services. argenx SE was incorporated in 2008 and is based in Amsterdam, the Netherlands.

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4
Reported positions
0
Bought
0
Sold
7
Letters

Position history

Between Q2 2025 and Q2 2026, 4 fund letters reported a position in argenx, with no move described.

Fund letters reporting a position in argenx, by quarter
QuarterLettersBoughtSoldTheses
Q2 20264000
Q4 20250001
Q2 20250001

Fund activity · 4 positions

  • HoldsArtisan Partners U.S. Mid‑Cap Growth Strategy
    June 2026
    While the market primarily rewarded AI beneficiaries, our health care portfolio rose over 18% during Q2, outperforming the sector return within the index by roughly 16 percentage points.
    Read the letterargenx
  • HoldsBaron Health Care Fund
    June 2026
    Biotechnology company argenx SE is best known for developing Vyvgart, the leading FcRn inhibitor for the treatment of autoimmune conditions.
    Read the letterargenx
  • HoldsArtisan Partners Global Discovery Fund
    June 2026
    In health care, we saw strong earnings and stock returns from biotech drug companies like Argenx and Ascendis Pharma, as well as from life sciences tools, diagnostics and drug- delivery-related businesses such as Twist Bioscience, West Pharmaceutical and Veracyte.
    Read the letterargenx
  • HoldsArtisan Partners Global Opportunities Fund
    June 2026
    Argenx, West Pharmaceutical and Eli Lilly were among the strongest contributors, benefiting from company-specific profit cycles tied to differentiated therapies, improving demand visibility and solid execution.
    Read the letterargenx

Also mentioned · 1

These funds discuss argenx — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedBaron Opportunity Fund
    June 2026
    The Fund’s Health Care investments performed well, with stand-out absolute and relative performance from Hinge Health, Inc. (digital musculoskeletal and physical therapy platform trailblazer), as well as a positive contribution from argenx SE (immunology and antibody-based medicine innovator).
    Read the letterargenx

Fund coverage · 2 theses

  • Sands Capital Global Growth
    December 2025

    argenx is a biotech focused on autoimmune diseases with a growing Vyvgart franchise, resilient pricing, and a pipeline that supports durable earnings and cash flow.

    Read the full thesis
  • Baron Health Care Fund
    June 2025

    Argenx SE is a biotechnology company developing Vyvgart, a leading FcRn inhibitor for autoimmune conditions, with strong long-term growth potential despite recent lower-than-expected sales due to seasonal factors.

    Read the full thesis

Read every full thesis on argenx

Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

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