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Equibles

Creative Planning

Position in FATE — Fate Therapeutics Inc

CIK 1540235 OVERLAND PARK, KS
Back to FATE Full portfolio

Position in FATE

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$294,246
+$234,936 QoQ
Shares Held
108,980
+120.5% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 156 holders
Holding Since
Jun 2020
8 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in FATE Over Time

Shares Held

Position Value (USD)

Derivatives in FATE

reported options exposure · as of Jun 30, 2020
CallValue
$1,000
CallShares
200
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Biotechnology

Healthcare · as of Jun 30, 2026

Creative Planning holds $457,365,908 across 219 Biotechnology names. FATE ranks #151 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VRTX
Vertex Pharmaceuticals Inc / Ma
 127,672 $63,418,511
2 REGN
Regeneron Pharmaceuticals, Inc.
 36,949 $23,039,178
3 EXEL
Exelixis, Inc.
 270,292 $14,706,586
4 INCY
Incyte Corp
 110,664 $12,544,870
5 CYTK
Cytokinetics Inc
 141,939 $12,091,783
6 RVMD
Revolution Medicines, Inc.
 64,120 $12,008,393
7 ARGX
Argenx SE
 12,744 $11,823,500
8 BMRN
Biomarin Pharmaceutical Inc
 153,161 $8,763,872

All Filings in FATE

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $294,246 108,980
2026-03-31 $59,310 49,425
2025-12-31 $23,413 23,891
2025-09-30 $33,130 26,294
2021-03-31 $344,228 4,175
2020-12-31 $558,855 6,146
2020-09-30 $269,157 6,734
2020-06-30 $264,770 7,717
2020-06-30 $1,000 200