L3VLUP

BBIO · VRTX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BBIO
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterBBIOVRTX
Q3 20204 holders, $1.1bn31 holders, $21.9bn
Q4 20205 holders, $2.0bn30 holders, $18.4bn
Q1 20215 holders, $1.9bn31 holders, $15.4bn
Q2 20215 holders, $1.8bn30 holders, $12.7bn
Q3 20214 holders, $1.4bn35 holders, $10.1bn
Q4 20212 holders, $452m28 holders, $12.4bn
Q1 20222 holders, $276m23 holders, $16.1bn
Q2 20222 holders, $246m25 holders, $18.1bn
Q3 20223 holders, $271m22 holders, $18.4bn
Q4 20222 holders, $204m28 holders, $18.4bn
Q1 20234 holders, $477m26 holders, $21.4bn
Q2 20232 holders, $463m27 holders, $24.7bn
Q3 20239 holders, $898m33 holders, $24.3bn
Q4 20239 holders, $1.3bn32 holders, $28.6bn
Q1 20247 holders, $1.1bn31 holders, $29.8bn
Q2 20244 holders, $826m29 holders, $33.4bn
Q3 20248 holders, $927m27 holders, $33.5bn
Q4 20247 holders, $1.2bn26 holders, $28.5bn
Q1 20259 holders, $1.6bn21 holders, $35.4bn
Q2 202515 holders, $2.3bn21 holders, $32.3bn
Q3 202514 holders, $2.3bn22 holders, $25.9bn
Q4 202518 holders, $4.3bn26 holders, $31.8bn
Q1 202620 holders, $4.4bn25 holders, $31.8bn
Q2 202618 holders, $4.5bn26 holders, $34.6bn
BBIO

Bridgebio Pharma Inc

Holders
9
Reported value
$1.6bn
Buyers
6
Sellers
3

Breadth +3 among 95 comparable managers.

VRTX

Vertex Pharmaceuticals Inc

Holders
21
Reported value
$35.4bn
Buyers
10
Sellers
11

Breadth -1 among 95 comparable managers.

Who holds both, Q1 2025

Among the 25 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →