Form 13F security
AGX · ARGAN INC
Class COM
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Tracked managers holding it
Share and principal positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| LONE PINE CAPITAL LLC | 2026-06-30 | $294M | 1.8% | SH 368,673 | — |
| COATUE MANAGEMENT LLC | 2026-06-30 | $29M | <0.1% | SH 36,101 | — |
| POLEN CAPITAL MANAGEMENT LLC | 2026-06-30 | $8.2M | <0.1% | SH 10,214 | — |
| Bridgewater Associates, LP | 2026-06-30 | $8.0M | <0.1% | SH 10,050 | — |
Total $339M across 4 of 69 managers.
Put positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $5.7M | <0.1% | SH 7,100 | [PUT] |
Total $5.7M across 1 of 69 managers.
Call positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $4.8M | <0.1% | SH 6,000 | [CALL] |
Total $4.8M across 1 of 69 managers.
Sums are across tracked reports, not unique economic ownership.
COATUE MANAGEMENT LLC — Combined report.
Filed rows (7) — as filed
The filer reports some securities in multiple rows; rows are shown as filed.
| Manager | Class | Put/call | Value | % of portfolio | SH/PRN qty | Source |
|---|---|---|---|---|---|---|
| LONE PINE CAPITAL LLC | COM | — | $294M | 1.8% | SH 368,673 | 0000919574-26-005485 |
| COATUE MANAGEMENT LLC | COM | — | $22M | <0.1% | SH 27,214 | 0000919574-26-005478 |
| POLEN CAPITAL MANAGEMENT LLC | COM | — | $8.2M | <0.1% | SH 10,214 | 0001172661-26-003035 |
| Bridgewater Associates, LP | COM | — | $8.0M | <0.1% | SH 10,050 | 0001350694-26-000003 |
| COATUE MANAGEMENT LLC | COM | — | $7.1M | <0.1% | SH 8,887 | 0000919574-26-005478 |
| Point72 Asset Management, L.P. | COM | [PUT] | $5.7M | <0.1% | SH 7,100 | 0000919574-26-005520 |
| Point72 Asset Management, L.P. | COM | [CALL] | $4.8M | <0.1% | SH 6,000 | 0000919574-26-005520 |
Quarter-to-quarter notes
Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.
Newly reported by COATUE MANAGEMENT LLC.
No longer reported by MAVERICK CAPITAL LTD.
Changes appear only where the prior quarter's validated report exists.