L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 5 Feb 2026
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 7 listed it in both
Shares listed
19,911,884
combined, among listed positions
Reported value
$340m
combined, at the quarter end

Among the 92 comparable managers: 17 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,724,448.

Managers listing BLCO in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

24 of 24 holders

ActionFiling
Carl C. Icahn3,500,000$60m0.71%Held017 Feb 2026 (the filing on sec.gov)
Oaktree Capital Management LP3,382,739$58m0.82%Added+137,30017 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.2,846,625$49munder 0.1%Added+239,62517 Feb 2026 (the filing on sec.gov)
Davidson Kempner Capital Management LP1,939,711$33m0.39%Added+959,23717 Feb 2026 (the filing on sec.gov)
Glenview Capital Management LLC1,653,855$28m0.57%Added+100,00017 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,445,333$25munder 0.1%Trimmed-114,79317 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,260,306$22munder 0.1%Added+23,34017 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,211,740$21munder 0.1%Added+150,04713 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC911,329$16munder 0.1%Added+209,10917 Feb 2026 (the filing on sec.gov)
Woodline Partners LP771,876$13m0.05%Trimmed-89,17717 Feb 2026 (the filing on sec.gov)
PDT Partners LLC175,536$3.0m0.19%Added+3,32717 Feb 2026 (the filing on sec.gov)
Maverick Capital Ltd152,183$2.6munder 0.1%Trimmed-25,58313 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC130,251$2.2munder 0.1%Added+92,75712 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC93,015$1.6munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp91,269$1.6munder 0.1%Trimmed-58,00117 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP87,130$1.5munder 0.1%Added+43017 Feb 2026 (the filing on sec.gov)
Millennium Management LLC80,043$1.4munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC65,270$1.1munder 0.1%Added+36,52013 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC31,767$543kunder 0.1%Trimmed-109,65413 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC23,236$397kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP17,441$298kunder 0.1%Newnew10 Feb 2026 (the filing on sec.gov)
GAMCO Investors Inc17,000$290kunder 0.1%Trimmed-68,0005 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP13,827$236kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Invesco Ltd10,402$178kunder 0.1%Newnew19 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 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.

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.
5 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

024682023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BLCO by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20223$63mn.a.n.a.
Q3 20224$100mn.a.n.a.
Q4 20222$63mn.a.n.a.
Q1 20232$90mn.a.n.a.
Q2 20233$87mn.a.n.a.
Q3 20234$69mn.a.n.a.
Q4 20234$66m11
Q1 20244$73m30
Q2 20245$74m21
Q3 20245$97m22
Q4 20245$82m13
Q1 20253$59m20
Q2 20254$101m30
Q3 20257$158m40
Q4 20257$198m176
Q1 20265$178m1112
Q2 20266$203m167

Compare with…

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

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

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