John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  Incyte Corp. (INCY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 12,252,356 0.63 Reduce 7.61% 0.05 $94.12 $1,153,191,747 SEC
2025   Q4 13,261,742 0.71 Reduce 4.81% 0.03 $98.77 $1,309,862,257 SEC
2025   Q3 13,932,416 0.64 Reduce 4.54% 0.03 $84.81 $1,181,608,201 SEC
2025   Q2 14,595,181 0.56 Reduce 1.81% <0.01 $68.10 $993,931,826 SEC
2025   Q1 14,864,328 0.51 Reduce 0.37% <0.01 $60.55 $900,035,060 SEC
2024   Q4 14,919,633 0.60 Reduce 2.33% 0.01 $69.07 $1,030,499,051 SEC
2024   Q3 15,276,093 0.57 Reduce 0.02% <0.01 $66.10 $1,009,749,747 SEC
2024   Q2 15,279,343 0.56 Reduce 0.89% <0.01 $60.62 $926,233,773 SEC
2024   Q1 15,416,043 0.51 Reduce 4.19% 0.03 $56.97 $878,251,970 SEC
2023   Q4 16,090,421 0.64 Reduce 1.98% 0.01 $62.79 $1,010,317,535 SEC
2023   Q3 16,416,111 0.64 Reduce 14.85% 0.12 $57.77 $948,358,732 SEC
2023   Q2 19,277,960 0.80 Reduce 0.28% <0.01 $62.25 $1,200,053,010 SEC
2023   Q1 19,332,310 0.96 Reduce 0.16% <0.01 $72.27 $1,397,146,044 SEC
2022   Q4 19,362,935 1.07 Reduce 2.17% 0.02 $80.32 $1,555,230,939 SEC
2022   Q3 19,793,400 1.00 Reduce 1.37% 0.01 $66.64 $1,319,032,000 SEC
2022   Q2 20,067,845 1.06 Add 11.12% 0.11 $75.97 $1,524,554,000 SEC
2022   Q1 18,060,290 0.88 Add 8.42% 0.07 $79.42 $1,434,348,000 SEC
2021   Q4 16,657,586 0.76 Add 1.10% <0.01 $73.40 $1,222,667,000 SEC
2021   Q3 16,476,436 0.74 Add 21.17% 0.13 $68.78 $1,133,249,000 SEC
2021   Q2 13,597,536 0.75 Add 214.95% 0.51 $84.13 $1,143,961,000 SEC
2021   Q1 4,317,392 0.25 Add 32.74% 0.06 $81.27 $350,874,000 SEC
2020   Q4 3,252,530 0.22 Reduce 1.11% <0.01 $86.98 $282,905,000 SEC
2020   Q3 3,288,931 0.27 Reduce 10.47% 0.04 $89.74 $295,149,000 SEC
2020   Q2 3,673,750 0.35 Reduce 7.99% 0.03 $103.97 $381,960,000 SEC
2020   Q1 3,992,600 0.32 Add 6.22% 0.02 $73.23 $292,378,000 SEC
2019   Q4 3,758,750 0.25 Reduce 3.92% <0.01 $87.32 $328,214,000 SEC
2019   Q3 3,912,275 0.24 Reduce 7.05% 0.02 $74.23 $290,408,000 SEC
2019   Q2 4,209,175 0.29 Reduce 1.09% <0.01 $84.96 $357,612,000 SEC
2019   Q1 4,255,350 0.30 Add 0.36% <0.01 $86.01 $366,003,000 SEC
2018   Q4 4,240,100 0.25 Buy 0.25 $63.59 $269,628,000 SEC