Which funds own BMRN
Biomarin Pharmaceutical Inc in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $1.4bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 5
- at least, of 91 current
- Combined value
- $1.4bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 3
- already held
- Trimmed or sold out
- 5
- 3 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 |
|---|---|---|---|---|---|
| Dodge & Cox Activist · $191bn book | $849m | 0.4% | 14,844,930 | +$27m+283,171 | Added |
| Viking Global Investors LP Long/short equity · $35.1bn book | $436m | 1.2% | 7,616,563 | +$37m+554,486 | Added |
| Oaktree Capital Management LP Activist · $7.2bn book | $62m | 0.9% | 64,025,000 | +$8.3m+8,040,000 | Added |
| Hudson Bay Capital Management LP Multi-strategy · $36.8bn book | $47m | 0.1% | 825,002 | -$7.9m-149,774 | Trimmed |
| Freestone Grove Partners LP Multi-strategy · $15.6bn book | $21m | 0.1% | 364,194 | -$13m-241,993 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Point72 Asset Management LP · Multi-strategy$73m held before
- Wellington Management Group LLP · Long-only$41m held before
- Caxton Associates LLP · Macro$2.8m held before
Ownership through time
At least 12 of the 95 managers whose filings are on file listed BMRN in Q2 2026, against 13 in Q2 2013. 3 managers fewer than in Q1 2026: 1 listed it again; 1 sold out, by its own filing; 3 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 2013: 13
- Q3 2013: 13
- Q4 2013: 10
- Q1 2014: 7
- Q2 2014: 9
- Q3 2014: 7
- Q4 2014: 11
- Q1 2015: 14
- Q2 2015: 13
- Q3 2015: 19
- Q4 2015: 14
- Q1 2016: 10
- Q2 2016: 11
- Q3 2016: 17
- Q4 2016: 13
- Q1 2017: 11
- Q2 2017: 14
- Q3 2017: 16
- Q4 2017: 16
- Q1 2018: 17
- Q2 2018: 14
- Q3 2018: 14
- Q4 2018: 13
- Q1 2019: 15
- Q2 2019: 19
- Q3 2019: 13
- Q4 2019: 15
- Q1 2020: 14
- Q2 2020: 11
- Q3 2020: 12
- Q4 2020: 12
- Q1 2021: 10
- Q2 2021: 11
- Q3 2021: 14
- Q4 2021: 14
- Q1 2022: 19
- Q2 2022: 21
- Q3 2022: 25
- Q4 2022: 26
- Q1 2023: 20
- Q2 2023: 18
- Q3 2023: 18
- Q4 2023: 22
- Q1 2024: 19
- Q2 2024: 16
- Q3 2024: 16
- Q4 2024: 14
- Q1 2025: 16
- Q2 2025: 16
- Q3 2025: 16
- Q4 2025: 21
- Q1 2026: 15
- Q2 2026: 12
- Q2 2013: $2.3bn
- Q3 2013: $2.7bn
- Q4 2013: $2.4bn
- Q1 2014: $2.1bn
- Q2 2014: $1.9bn
- Q3 2014: $2.4bn
- Q4 2014: $3.2bn
- Q1 2015: $5.3bn
- Q2 2015: $6.3bn
- Q3 2015: $5.1bn
- Q4 2015: $4.8bn
- Q1 2016: $3.4bn
- Q2 2016: $2.7bn
- Q3 2016: $3.7bn
- Q4 2016: $3.0bn
- Q1 2017: $3.2bn
- Q2 2017: $3.2bn
- Q3 2017: $3.9bn
- Q4 2017: $3.8bn
- Q1 2018: $3.3bn
- Q2 2018: $3.6bn
- Q3 2018: $3.6bn
- Q4 2018: $3.0bn
- Q1 2019: $3.1bn
- Q2 2019: $3.0bn
- Q3 2019: $2.1bn
- Q4 2019: $3.0bn
- Q1 2020: $2.5bn
- Q2 2020: $3.6bn
- Q3 2020: $3.0bn
- Q4 2020: $3.7bn
- Q1 2021: $3.1bn
- Q2 2021: $3.4bn
- Q3 2021: $3.0bn
- Q4 2021: $3.4bn
- Q1 2022: $3.0bn
- Q2 2022: $2.9bn
- Q3 2022: $3.1bn
- Q4 2022: $4.0bn
- Q1 2023: $3.3bn
- Q2 2023: $2.9bn
- Q3 2023: $2.9bn
- Q4 2023: $4.1bn
- Q1 2024: $3.6bn
- Q2 2024: $3.3bn
- Q3 2024: $3.0bn
- Q4 2024: $3.0bn
- Q1 2025: $3.3bn
- Q2 2025: $2.5bn
- Q3 2025: $2.3bn
- Q4 2025: $2.4bn
- Q1 2026: $2.6bn
- Q2 2026: $2.2bn
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
No manager on file started a position.
Largest increases, by shares
- Viking Global Investors LP7,062,077 to 7,616,563 shares+$32m
- Dodge & Cox14,561,759 to 14,844,930 shares+$16m
- Bridgewater Associates LP206,911 to 274,911 shares+$3.9m
- Capital Research Global Investors3,491,386 to 3,504,387 shares+$744k
Largest decreases, by shares
- AQR Capital Management LLC7,676,541 to 5,699,541 shares-$112m
- Millennium Management LLC3,010,308 to 2,071,816 shares-$54m
- Balyasny Asset Management LLC1,362,752 to 1,054,613 shares-$18m
- Freestone Grove Partners LP606,187 to 364,194 shares-$14m
- Hudson Bay Capital Management LP974,776 to 825,002 shares-$8.6m
Left it
- Point72 Asset Management LPwas $68m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Dodge & Cox | Q4 2019 | $1.5bn | $849m | |
| Viking Global Investors LP | Q1 2016 | $763m | $436m | |
| AQR Capital Management LLC | Q2 2015 | $429m | $323m | |
| Capital Research Global Investors | Q2 2013 | $2.7bn | $201m | |
| Millennium Management LLC | Q2 2013 | $199m | $119m | |
| Balyasny Asset Management LLC | Q2 2014 | $156m | $60m | |
| Hudson Bay Capital Management LP | Q1 2015 | $55m | $47m | |
| Janus Henderson Group Ltd | Q1 2015 | $499m | $43m | |
| Man Group PLC | Q2 2020 | $81m | $21m | |
| Freestone Grove Partners LP | Q2 2025 | $34m | $21m | |
| Walleye Capital LLC | Q1 2022 | $21m | $16m | |
| Bridgewater Associates LP | Q1 2014 | $20m | $16m | |
| Fidelity (FMR LLC) | Q2 2013 | $1.9bn | last listed Q1 2018 | |
| T. Rowe Price Associates Inc | Q2 2013 | $1.1bn | last listed Q4 2023 | |
| Invesco Ltd | Q2 2013 | $418m | last listed Q4 2022 | |
| Elliott Investment Management LP | Q4 2023 | $306m | last listed Q1 2025 | |
| Citadel Advisors LLC | Q1 2016 | $263m | last listed Q1 2026 | |
| Capital World Investors | Q2 2013 | $239m | last listed Q4 2019 | |
| D. E. Shaw & Co. | Q2 2013 | $146m | last listed Q2 2025 | |
| Neuberger Berman Group LLC | Q3 2013 | $126m | last listed Q3 2024 | |
| Point72 Asset Management LP | Q2 2014 | $118m | last listed Q1 2026 | |
| Squarepoint Ops LLC | Q1 2015 | $109m | last listed Q4 2025 |
What BMRN 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 BMRN →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.
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The holdings, every quarter, and the week between
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