L3VLUP
Quarter end
31 Mar 2025
the date the book describes
Filed
15 May 2025
latest of these filings; the earliest 7 May 2025
Managers listing it
5
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 4 listed it in both
Shares listed
21,223,947
combined, among listed positions
Reported value
$419m
combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

Among the 95 comparable managers: 4 buyers (opened or added shares) and 1 seller (trimmed or exited), at least, among listed positions. Their net change in shares was +3,574,037.

Managers listing BEAM in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

5 of 5 holders

ActionFiling
Farallon Capital Management LLC9,928,111$194m0.93%Added+1,688,98815 May 2025 (the filing on sec.gov)
ARK Investment Management LLC8,480,089$166m1.66%Added+1,412,0607 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd† Value as filed implies a price far from other filers'.1,752,402$39munder 0.1%Addedn.a.15 May 2025 (the filing on sec.gov)
Woodline Partners LP760,611$15m0.10%Added+478,49115 May 2025 (the filing on sec.gov)
Baillie Gifford & Co302,734$5.9munder 0.1%Trimmed-5,5027 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

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.
3 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

024682020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BEAM by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20201$3.1mn.a.n.a.
Q4 20204$705mn.a.n.a.
Q1 20216$1.1bnn.a.n.a.
Q2 20216$2.1bnn.a.n.a.
Q3 20215$769mn.a.n.a.
Q4 20213$818mn.a.n.a.
Q1 20224$620mn.a.n.a.
Q2 20224$457mn.a.n.a.
Q3 20225$610mn.a.n.a.
Q4 20224$481mn.a.n.a.
Q1 20234$397mn.a.n.a.
Q2 20233$394mn.a.n.a.
Q3 20234$351mn.a.n.a.
Q4 20234$389m23
Q1 20244$446m23
Q2 20243$379m13
Q3 20243$370m12
Q4 20244$394m31
Q1 20255$419m41
Q2 20255$358m41
Q3 20257$571m52
Q4 20256$692m188
Q1 20263$540m1413
Q2 20263$713m178

Compare with…

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

BEAM and GILD →BEAM and AMGN →BEAM and ARGX →Choose a stock to compare with BEAM →

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 BEAM, latest filings →Back to the 13F Explorer →