Which funds own BBIO
Bridgebio Pharma Inc in the Q2 2026 filings. At least 11 of the 91 current managers on file reported a position, worth $3.5bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 10 managers opened or added against 6 cutting.
- Managers holding
- 11
- at least, of 91 current
- Combined value
- $3.5bn
- as reported
- Opened
- 3
- new this quarter
- Added to
- 7
- already held
- Trimmed or sold out
- 6
- 5 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Janus Henderson Group Ltd Long-only · $245bn book | $1.1bn | 0.4% | 14,110,278 | +$72m+931,265 | Added |
| Farallon Capital Management LLC Long/short equity · $21.7bn book | $800m | 3.7% | 10,743,063 | +$105m+1,377,600 | Added |
| Viking Global Investors LP Long/short equity · $35.1bn book | $741m | 2.1% | 9,949,219 | -$138m-1,893,215 | Trimmed |
| Two Sigma Investments LP Quantitative · $138bn book | $352m | 0.3% | 4,722,185 | +$120m+1,601,554 | Added |
| D. E. Shaw & Co. Quantitative · $210bn book | $271m | 0.1% | 3,633,007 | +$82m+1,087,521 | Added |
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $114m | 0.1% | 1,525,782 | opened1,525,782 | New |
| Squarepoint Ops LLC Multi-strategy · $90.5bn book | $89m | 0.1% | 1,191,732 | +$47m+635,408 | Added |
| Moore Capital Management LP Macro · $6.7bn book | $57m | 0.8% | 31,930,000 | opened31,930,000 | New |
| Bridgewater Associates LP Macro · $24.4bn book | $33m | 0.1% | 448,143 | +$14m+188,684 | Added |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $17m | 0.1% | 224,927 | opened224,927 | New |
| Brevan Howard Capital Management LP Macro · $13.5bn book | $12m | 0.1% | 155,727 | +$5.5m+74,157 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- D. E. Shaw & Co. · Quantitative$107m held before
- Voloridge Investment Management LLC · Quantitative$32m held before
- Artisan Partners LP · Long-only$19m held before
- Winton Group Ltd · Quantitative$3.6m held before
- MFS Investment Management · Long-only$200k held before
Ownership through time
At least 18 of the 95 managers whose filings are on file listed BBIO in Q2 2026, against 2 in Q2 2019. 2 managers fewer than in Q1 2026: 2 started positions; 2 listed it again; 1 sold out, by its own filing; 5 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2019: 2
- Q3 2019: 1
- Q4 2019: 2
- Q1 2020: 3
- Q2 2020: 4
- Q3 2020: 4
- Q4 2020: 5
- Q1 2021: 5
- Q2 2021: 5
- Q3 2021: 4
- Q4 2021: 2
- Q1 2022: 2
- Q2 2022: 2
- Q3 2022: 3
- Q4 2022: 2
- Q1 2023: 4
- Q2 2023: 2
- Q3 2023: 9
- Q4 2023: 9
- Q1 2024: 7
- Q2 2024: 4
- Q3 2024: 8
- Q4 2024: 7
- Q1 2025: 9
- Q2 2025: 15
- Q3 2025: 14
- Q4 2025: 18
- Q1 2026: 20
- Q2 2026: 18
- Q2 2019: $719m
- Q3 2019: $572m
- Q4 2019: $1.0bn
- Q1 2020: $824m
- Q2 2020: $926m
- Q3 2020: $1.1bn
- Q4 2020: $2.0bn
- Q1 2021: $1.9bn
- Q2 2021: $1.8bn
- Q3 2021: $1.4bn
- Q4 2021: $452m
- Q1 2022: $276m
- Q2 2022: $246m
- Q3 2022: $271m
- Q4 2022: $204m
- Q1 2023: $477m
- Q2 2023: $463m
- Q3 2023: $898m
- Q4 2023: $1.3bn
- Q1 2024: $1.1bn
- Q2 2024: $826m
- Q3 2024: $927m
- Q4 2024: $1.2bn
- Q1 2025: $1.6bn
- Q2 2025: $2.3bn
- Q3 2025: $2.3bn
- Q4 2025: $4.3bn
- Q1 2026: $4.4bn
- Q2 2026: $4.5bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Wellington Management Group LLP2,483,953 to 5,308,924 shares+$210m
- Two Sigma Investments LP3,120,631 to 4,722,185 shares+$119m
- Point72 Asset Management LPnew: 1,525,782 shares+$114m
- Farallon Capital Management LLC9,365,463 to 10,743,063 shares+$103m
- D. E. Shaw & Co.2,545,486 to 3,633,007 shares+$81m
Largest decreases, by shares
- Viking Global Investors LP11,842,434 to 9,949,219 shares-$141m
- AllianceBernstein LP1,908,907 to 1,453,504 shares-$34m
- Capital Research Global Investors763,702 to 700,107 shares-$4.7m
- Polen Capital Management LLC45,934 to 4,002 shares-$3.1m
Left it
- Artisan Partners LPwas $19m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Janus Henderson Group Ltd | Q4 2019 | $1.1bn | $1.1bn | |
| Farallon Capital Management LLC | Q4 2023 | $800m | $800m | |
| Viking Global Investors LP | Q2 2019 | $1.9bn | $741m | |
| Wellington Management Group LLP | Q4 2025 | $395m | $395m | |
| Two Sigma Investments LP | Q1 2021 | $352m | $352m | |
| Citadel Advisors LLC | Q1 2026 | $280m | $280m | |
| D. E. Shaw & Co. | Q2 2025 | $271m | $271m | |
| Point72 Asset Management LP | Q2 2026 | $114m | $114m | |
| AllianceBernstein LP | Q3 2023 | $157m | $108m | |
| Balyasny Asset Management LLC | Q1 2025 | $92m | $92m | |
| Squarepoint Ops LLC | Q1 2026 | $89m | $89m | |
| Renaissance Technologies LLC | Q2 2026 | $64m | $64m | |
| Capital Research Global Investors | Q3 2023 | $172m | $52m | |
| Bridgewater Associates LP | Q1 2026 | $33m | $33m | |
| Woodline Partners LP | Q1 2023 | $74m | $22m | |
| Invesco Ltd | Q4 2025 | $370m | last listed Q1 2026 | |
| T. Rowe Price Associates Inc | Q4 2025 | $293m | last listed Q1 2026 | |
| Two Sigma Advisers LP | Q1 2021 | $107m | last listed Q4 2025 | |
| Voloridge Investment Management LLC | Q3 2020 | $49m | last listed Q1 2026 | |
| Baillie Gifford & Co | Q1 2020 | $26m | last listed Q3 2022 | |
| Marshall Wace LLP | Q3 2024 | $23m | last listed Q4 2024 | |
| Artisan Partners LP | Q1 2025 | $21m | last listed Q1 2026 | |
| Walleye Capital LLC | Q1 2026 | $17m | last listed Q1 2026 | |
| Man Group PLC | Q4 2020 | $9.8m | last listed Q4 2020 | |
| Freestone Grove Partners LP | Q3 2025 | $9.6m | last listed Q4 2025 |
What BBIO is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around BBIO →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More
The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
One email a week, free, and you can leave at any point.