L3VLUP
Quarter end
30 Jun 2024
the date the book describes
Filed
14 Aug 2024
latest of these filings; the earliest 13 Aug 2024
Managers listing it
4
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 4 listed it in both
Shares listed
32,595,177
combined, among listed positions
Reported value
$826m
combined, at the quarter end

Among the 94 comparable managers: 2 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing BBIO in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

4 of 4 holders

ActionFiling
Viking Global Investors LP25,120,991$636m2.45%Held014 Aug 2024 (the filing on sec.gov)
Janus Henderson Group Ltd4,312,531$109m0.06%Added+999,82514 Aug 2024 (the filing on sec.gov)
Capital Research Global Investors2,212,085$56munder 0.1%Held013 Aug 2024 (the filing on sec.gov)
Woodline Partners LP949,570$24m0.23%Added+248,82114 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 18 in Q2 2026

Tracked managers listing it, at least.

051015202020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BBIO by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20192$719mn.a.n.a.
Q3 20191$572mn.a.n.a.
Q4 20192$1.0bnn.a.n.a.
Q1 20203$824mn.a.n.a.
Q2 20204$926mn.a.n.a.
Q3 20204$1.1bnn.a.n.a.
Q4 20205$2.0bnn.a.n.a.
Q1 20215$1.9bnn.a.n.a.
Q2 20215$1.8bnn.a.n.a.
Q3 20214$1.4bnn.a.n.a.
Q4 20212$452mn.a.n.a.
Q1 20222$276mn.a.n.a.
Q2 20222$246mn.a.n.a.
Q3 20223$271mn.a.n.a.
Q4 20222$204mn.a.n.a.
Q1 20234$477mn.a.n.a.
Q2 20232$463mn.a.n.a.
Q3 20239$898mn.a.n.a.
Q4 20239$1.3bn17
Q1 20247$1.1bn52
Q2 20244$826m20
Q3 20248$927m70
Q4 20247$1.2bn43
Q1 20259$1.6bn63
Q2 202515$2.3bn114
Q3 202514$2.3bn59
Q4 202518$4.3bn2212
Q1 202620$4.4bn2014
Q2 202618$4.5bn2415

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BBIO and LLY →BBIO and JNJ →BBIO and VRTX →Choose a stock to compare with BBIO →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BBIO, latest filings →Back to the 13F Explorer →