Vault-13

BRIDGEBIO ONCOLOGY THERAPEUT BBOT

COM NEW · Common Stock · CUSIP 107924102

66 institutional holders -1 vs Q1 2026
59,128,85259.1m shares reported held*
$450.6mreported value*
17 new 20 added 15 reduced 18 sold out net bought ≈ $12.5m (+1.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $7.62.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 25: 42Q4 25: 53Q1 26: 67Q2 26: 6666Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202542
Q4 202553
Q1 202667
Q2 202666

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 25: 27 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 40 bought or addedQ1 26: 18 cut or sold outQ1 26Q2 26: 37 bought or addedQ2 26: 33 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 20252716
Q1 20264018
Q2 20263733

Biggest buyers

VANGUARD CAPITAL MANAGEMENT LLC Added +1,467,208+1.5m
STATE STREET CORP Added +810,291+810.3k
Opaleye Management Inc. Added +646,718+646.7k
SPHERA FUNDS MANAGEMENT LTD. New +460,985+461.0k
ARMISTICE CAPITAL, LLC Added +436,000+436.0k
Granahan Investment Management, LLC Added +327,486+327.5k
Catalio Capital Management, LP New +318,407+318.4k
BNP PARIBAS FINANCIAL MARKETS Added +100,333+100.3k
CITADEL ADVISORS LLC Added +89,065+89.1k
Palumbo Wealth Management LLC New +85,624+85.6k

Biggest sellers

Paradigm Biocapital Advisors LP Sold out -868,213-868.2k
Octagon Capital Advisors LP Sold out -719,000-719.0k
EVENTIDE ASSET MANAGEMENT, LLC Sold out -541,181-541.2k
Ikarian Capital, LLC Sold out -270,231-270.2k
ROYCE & ASSOCIATES LP Reduced -251,581-251.6k
MILLENNIUM MANAGEMENT LLC Reduced -160,474-160.5k
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -137,889-137.9k
Hudson Bay Capital Management LP Sold out -110,000-110.0k
Woodline Partners LP Sold out -103,707-103.7k
BOOTHBAY FUND MANAGEMENT, LLC Sold out -80,884-80.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Helix Holdings II LLC 13D · may seek influence filed 2025-08-13
Stated purposeItem 4 is hereby amended and supplemented as follows: As previously disclosed, on February 28, 2025, the Issuer (which was formerly known as Helix Acquisition Corp. II, "Helix") entered into a Business Combination Agreement (as amended on June 20, 2025, the "Business Combination Agreement") with TheRas, Inc. (d/b/a BridgeBio Oncology Therapeutics, "Legacy BBOT"), and Helix II Merger Sub, Inc. ("Merger Sub"), pursuant to which, subject to the satisfaction or waiver of certain conditions set forth therein, the Domestication of Helix as a Delaware corporation would occur, followed by the Merger of Merger Sub with and into Legacy BBOT. Prior to the Business Combination, Ms. Chen was the Chairwoman and Chief Executive Officer of the Issuer, a shareholder of the Issuer, and a shareholder of Leg… Full filing
22.6% 17.9m≈ $136.2m 2025-08-13
Chen Bihua 13D · may seek influence filed 2026-07-06
Stated purposeItem 4 is hereby amended and supplemented as follows: On July 1, 2026, Sponsor distributed 4,528,186 shares of Common Stock, pro rata, to its members for no consideration. Following such transaction, Sponsor holds no shares of Common Stock. As a result of Sponsor's pro rata distribution of shares to its members, (i) Fund III, a member of Sponsor, acquired 2,692,459 shares of Common Stock; (ii) Fund V, a member of Sponsor, acquired 1,704,862 shares of Common Stock; and (iii) Master Fund, a member of Sponsor, acquired 130,865 shares of Common Stock. Full filing
22.3% 17.9m≈ $136.2m 2026-07-06
BridgeBio Pharma LLC 13D · may seek influence new · filed 2025-08-18
Stated purposeThe Reporting Persons acquired the Shares for investment purposes in the ordinary course of business. Immediately following the Effective Time of the Business Combination, Neil Kumar, Ph.D., Chief Executive Officer and a member of the board of directors of BBIO, and Frank P. McCormick, Ph.D., F.R.S., D.Sc., Chairman of Oncology and a member of the board of directors of BBIO, were appointed to serve as directors of the Issuer. As a result of their positions, Drs. Kumar and McCormick may, from time to time, engage in discussions with the Issuer's board of directors, management, or other stockholders regarding matters relating to the Issuer's business, operations, governance, strategy, or capital structure. These discussions may include, but are not limited to: (i) the acquisition or dispos… Full filing
17.5% new 13.9m≈ $105.8m 2025-08-18
BlackRock Portfolio Management LLC 13G · institution new · filed 2025-04-15 7.9% new 1.5m 2025-04-15
Flynn James E 13G · passive investor new · filed 2025-08-18 6.2% new 4.9m≈ $37.2m 2025-08-18
BC Global Opportunities IX LP 13G · passive investor new · filed 2025-09-03 5.5% new 4.4m≈ $33.3m 2025-09-03

Fell to 5% or below in the last year: PRICE T ROWE ASSOCIATES INC /MD/ (1.1%, 2025-11-14), CITADEL ADVISORS LLC (3.2%, 2025-11-14), Adage Capital Management, L.P. (1.9%, 2025-11-13)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cormorant Asset Management, LP 6.98% of their portfolio BOSTON, MA 17,878,59417.9m $136.2m $136.2m 6.98% Unchanged
2 DEERFIELD MANAGEMENT COMPANY, L.P. 0.39% of their portfolio New York, NY 4,885,4464.9m $37.2m $37.2m 0.39% Unchanged
3 Omega Fund Management, LLC 13.50% of their portfolio Boston, MA 3,289,6613.3m $25.1m $25.1m 13.50% Unchanged
4 EcoR1 Capital, LLC 1.07% of their portfolio San Francisco, CA 2,823,1262.8m $21.5m $21.5m 1.07% Unchanged
5 Alphabet Inc. 0.02% of their portfolio Mountain View, CA 2,823,1262.8m $21.5m $21.5m 0.02% Unchanged
6 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 2,789,3022.8m $21.3m $21.3m 0.00% Reduced -29.0k -29,046
7 ENAVATE SCIENCES GP, LLC 5.80% of their portfolio New York, NY 2,626,9462.6m $20.0m $20.0m 5.80% Unchanged
8 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 2,617,8272.6m $19.9m $19.9m 0.01% Added +89.1k +89,065
9 NOVO HOLDINGS A/S 1.00% of their portfolio HELLERUP, G7 2,250,0002.2m $17.1m $17.1m 1.00% Added +64.1k +64,077
10 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,154,0402.2m $16.4m $16.4m 0.00% Added +65.7k +65,743
11 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 2,005,6492.0m $15.3m $15.3m 0.00% Added +1.5m +1,467,208
12 Laurion Capital Management LP 1.11% of their portfolio NEW YORK, NY 2,002,7012.0m $15.3m $15.3m 1.11% Added +80.0k +80,045
13 ARMISTICE CAPITAL, LLC 0.37% of their portfolio NEW YORK, NY 1,764,0001.8m $13.4m $13.4m 0.37% Added +436.0k +436,000
14 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,036,5691.0m $7.9m $7.9m 0.00% Added +810.3k +810,291
15 Aisling Capital Management LP 1.64% of their portfolio NEW YORK, NY 1,018,0181.0m $7.8m $7.8m 1.64% Unchanged
16 Opaleye Management Inc. 0.48% of their portfolio BOSTON, MA 700,000700.0k $5.3m $5.3m 0.48% Added +646.7k +646,718
17 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 622,351622.4k $4.7m $4.7m 0.00% Added +43.1k +43,117
18 Granahan Investment Management, LLC 0.15% of their portfolio WALTHAM, MA 558,526558.5k $4.3m $4.3m 0.15% Added +327.5k +327,486
19 SPHERA FUNDS MANAGEMENT LTD. 0.50% of their portfolio TEL AVIV, L3 460,985461.0k $3.5m $3.5m 0.50% New
20 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio Boston, MA 400,000400.0k $3.0m $3.0m 0.00% Unchanged
21 ROYCE & ASSOCIATES LP 0.02% of their portfolio New York, NY 384,941384.9k $2.9m $2.9m 0.02% Reduced -251.6k -251,581
22 Catalio Capital Management, LP 0.46% of their portfolio NEW YORK, NY 318,407318.4k $2.4m $2.4m 0.46% New
23 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 300,000300.0k $2.3m $2.3m 0.00% Reduced -137.9k -137,889
24 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 291,522291.5k $2.2m $2.2m 0.00% Added +37.2k +37,193
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 286,518286.5k $2.2m $2.2m 0.00% Reduced -4.3k -4,288
26 Casdin Capital, LLC 0.11% of their portfolio New York, NY 282,312282.3k $2.2m $2.2m 0.11% Unchanged
27 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 273,530273.5k $2.1m $2.1m 0.00% Reduced -47.3k -47,344
28 SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio London, X0 244,441244.4k $1.9m $1.9m 0.00% Reduced -4.7k -4,720
29 FMR LLC 0.00% of their portfolio BOSTON, MA 240,587240.6k $1.8m $1.8m 0.00% Added +287 +287
30 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 191,152191.2k $1.5m $1.5m 0.00% Added +100.3k +100,333
31 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 186,482186.5k $1.4m $1.4m 0.00% Added +84.2k +84,224
32 Sio Capital Management, LLC 0.17% of their portfolio NEW YORK, NY 130,628130.6k $995.4k $995.4k 0.17% Unchanged
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 114,655114.7k $873.7k $873.7k 0.00% Added +64.2k +64,205
34 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 105,480105.5k $803.8k $803.8k 0.00% Reduced -160.5k -160,474
35 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 102,085102.1k $777.9k $777.9k 0.00% Reduced -65.5k -65,488
36 MOORE CAPITAL MANAGEMENT, LP 0.02% of their portfolio NEW YORK, NY 100,000100.0k $762.0k $762.0k 0.02% Unchanged
37 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 93,33993.3k $711.2k $711.2k 0.00% Added +11.2k +11,167
38 Tema ETFs LLC 0.02% of their portfolio New York, NY 93,33993.3k $711.2k $711.2k 0.02% First filing
39 Brevan Howard Capital Management LP 0.01% of their portfolio ST. HELIER, Y9 88,89588.9k $690.7k $690.7k 0.01% Added +74.6k +74,647
40 Palumbo Wealth Management LLC 0.14% of their portfolio GREAT NECK, NY 85,62485.6k $652.5k $652.5k 0.14% New
41 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 77,14077.1k $587.8k $587.8k 0.00% New
42 Jump Financial, LLC 0.00% of their portfolio Chicago, IL 62,00062.0k $472.4k $472.4k 0.00% New
43 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 58,60058.6k $446.5k $446.5k 0.00% Reduced -43.3k -43,300
44 Avidity Partners Management LP 0.05% of their portfolio DALLAS, TX 43,85343.9k $334.2k $334.2k 0.05% Reduced -43.9k -43,853
45 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 42,73042.7k $325.6k $325.6k 0.00% Reduced -14.8k -14,842
46 Virtus Investment Advisers, LLC 0.07% of their portfolio HARTFORD, CT 42,22042.2k $321.7k $321.7k 0.07% New
47 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 27,98428.0k $213.2k $213.2k 0.00% Reduced -7.7k -7,708
48 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 26,48526.5k $201.8k $201.8k 0.00% New
49 Rafferty Asset Management, LLC 0.00% of their portfolio New York, NY 22,60622.6k $172.3k $172.3k 0.00% New
50 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 19,87219.9k $151.4k $151.4k 0.00% New
51 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 19,66219.7k $149.8k $149.8k 0.00% Reduced -23.5k -23,528
52 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 18,16318.2k $138.4k $138.4k 0.00% Unchanged
53 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 11,50411.5k $87.7k $87.7k 0.00% New
54 PROFUND ADVISORS LLC 0.00% of their portfolio BETHESDA, MD 11,00111.0k $83.8k $83.8k 0.00% New
55 AXQ CAPITAL, LP 0.01% of their portfolio JERSEY CITY, NJ 10,72810.7k $81.7k $81.7k 0.01% Reduced -6.6k -6,619
56 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,3803.4k $25.8k $25.8k 0.00% Reduced -40.0k -39,994
57 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 2,6262.6k $20.1k $20.1k 0.00% New
58 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 2,0992.1k $16.0k $16.0k 0.00% Added +1.9k +1,887
59 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,6961.7k $12.9k $12.9k 0.00% New
60 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,3501.4k $10.3k $10.3k 0.00% New
61 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,0001.0k $7.6k $7.6k 0.00% Added +300 +300
62 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 437437 $3.3k $3.3k 0.00% New
63 Pacer Advisors, Inc. 0.00% of their portfolio Malvern, PA 378378 $3.0k $3.0k 0.00% New
64 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 300300 $2.3k $2.3k 0.00% Unchanged
65 Quarry LP 0.00% of their portfolio NEW YORK, NY 197197 $1.5k $1.5k 0.00% New
66 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 3737 $282 $282 0.00% Added +33 +33