PTGX
Protagonist Therapeutics Inc
3 super-investors hold PTGX worth a combined $183M. The largest position: Stanley Druckenmiller at 0.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 40 — ranked #118 of 724 scored stocks.
Why super-investors own PTGX
PTGX draws only three holders from the tracked cohort, with a combined $183M that is heavily skewed by Joel Greenblatt's $164M position — by far the largest dollar commitment, though it represents just 0.1% of his portfolio. Stanley Druckenmiller holds the highest portfolio concentration at 0.6% ($17M), making him the most convicted owner on a relative basis. Polen Capital Management holds a negligible $3M slice. Cohort count has been flat at one for several quarters before expanding to three, and the 2026Q1 quarter saw zero activity — no adds, trims, or exits — suggesting holders are in a wait-and-see posture rather than actively building. Broader interest remains narrow with no signs of acceleration.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 30q | $164M | 1,551,900 |
| 2 | Stanley Druckenmiller | 0.6% | 3q | $17M | 159,700 |
| 3 | Polen Capital Management | <0.1% | 4q | $3M | 24,337 |
Owners of PTGX also hold
Long US equity 13F-HR filings only. CUSIP 74366E102. Not investment advice.