BRIDGEBIO ONCOLOGY THERAPEUT BBOT
COM NEW · Common Stock · CUSIP 107924102
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersSouth San Francisco, CA
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2025 | 42 |
| Q4 2025 | 53 |
| Q1 2026 | 67 |
| Q2 2026 | 66 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2025 | 27 | 16 |
| Q1 2026 | 40 | 18 |
| Q2 2026 | 37 | 33 |
Biggest buyers
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +1.5m |
| STATE STREET CORP | Added | +810.3k |
| Opaleye Management Inc. | Added | +646.7k |
| SPHERA FUNDS MANAGEMENT LTD. | New | +461.0k |
| ARMISTICE CAPITAL, LLC | Added | +436.0k |
| Granahan Investment Management, LLC | Added | +327.5k |
| Catalio Capital Management, LP | New | +318.4k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +100.3k |
| CITADEL ADVISORS LLC | Added | +89.1k |
| Palumbo Wealth Management LLC | New | +85.6k |
Biggest sellers
| Paradigm Biocapital Advisors LP | Sold out | -868.2k |
| Octagon Capital Advisors LP | Sold out | -719.0k |
| EVENTIDE ASSET MANAGEMENT, LLC | Sold out | -541.2k |
| Ikarian Capital, LLC | Sold out | -270.2k |
| ROYCE & ASSOCIATES LP | Reduced | -251.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -160.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -137.9k |
| Hudson Bay Capital Management LP | Sold out | -110.0k |
| Woodline Partners LP | Sold out | -103.7k |
| BOOTHBAY FUND MANAGEMENT, LLC | Sold out | -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.
| Holder | Stake |
|---|---|
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% |
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% |
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% |
| BlackRock Portfolio Management LLC 13G · institution new · filed 2025-04-15 | 7.9% |
| Flynn James E 13G · passive investor new · filed 2025-08-18 | 6.2% |
| BC Global Opportunities IX LP 13G · passive investor new · filed 2025-09-03 | 5.5% |
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
| Manager | Shares | Change |
|---|---|---|
| Cormorant Asset Management, LP 6.98% of their portfolio | 17.9m $136.2m | Unchanged |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.39% of their portfolio | 4.9m $37.2m | Unchanged |
| Omega Fund Management, LLC 13.50% of their portfolio | 3.3m $25.1m | Unchanged |
| EcoR1 Capital, LLC 1.07% of their portfolio | 2.8m $21.5m | Unchanged |
| Alphabet Inc. 0.02% of their portfolio | 2.8m $21.5m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 2.8m $21.3m | Reduced -29.0k |
| ENAVATE SCIENCES GP, LLC 5.80% of their portfolio | 2.6m $20.0m | Unchanged |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 2.6m $19.9m | Added +89.1k |
| NOVO HOLDINGS A/S 1.00% of their portfolio | 2.2m $17.1m | Added +64.1k |
| BlackRock, Inc. 0.00% of their portfolio | 2.2m $16.4m | Added +65.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.0m $15.3m | Added +1.5m |
| Laurion Capital Management LP 1.11% of their portfolio | 2.0m $15.3m | Added +80.0k |
| ARMISTICE CAPITAL, LLC 0.37% of their portfolio | 1.8m $13.4m | Added +436.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.0m $7.9m | Added +810.3k |
| Aisling Capital Management LP 1.64% of their portfolio | 1.0m $7.8m | Unchanged |
| Opaleye Management Inc. 0.48% of their portfolio | 700.0k $5.3m | Added +646.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 622.4k $4.7m | Added +43.1k |
| Granahan Investment Management, LLC 0.15% of their portfolio | 558.5k $4.3m | Added +327.5k |
| SPHERA FUNDS MANAGEMENT LTD. 0.50% of their portfolio | 461.0k $3.5m | New |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio | 400.0k $3.0m | Unchanged |
| ROYCE & ASSOCIATES LP 0.02% of their portfolio | 384.9k $2.9m | Reduced -251.6k |
| Catalio Capital Management, LP 0.46% of their portfolio | 318.4k $2.4m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 300.0k $2.3m | Reduced -137.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 291.5k $2.2m | Added +37.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 286.5k $2.2m | Reduced -4.3k |
| Casdin Capital, LLC 0.11% of their portfolio | 282.3k $2.2m | Unchanged |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 273.5k $2.1m | Reduced -47.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 244.4k $1.9m | Reduced -4.7k |
| FMR LLC 0.00% of their portfolio | 240.6k $1.8m | Added +287 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 191.2k $1.5m | Added +100.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 186.5k $1.4m | Added +84.2k |
| Sio Capital Management, LLC 0.17% of their portfolio | 130.6k $995.4k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 114.7k $873.7k | Added +64.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 105.5k $803.8k | Reduced -160.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 102.1k $777.9k | Reduced -65.5k |
| MOORE CAPITAL MANAGEMENT, LP 0.02% of their portfolio | 100.0k $762.0k | Unchanged |
| Tidal Investments LLC 0.00% of their portfolio | 93.3k $711.2k | Added +11.2k |
| Tema ETFs LLC 0.02% of their portfolio | 93.3k $711.2k | First filing |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 88.9k $690.7k | Added +74.6k |
| Palumbo Wealth Management LLC 0.14% of their portfolio | 85.6k $652.5k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 77.1k $587.8k | New |
| Jump Financial, LLC 0.00% of their portfolio | 62.0k $472.4k | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 58.6k $446.5k | Reduced -43.3k |
| Avidity Partners Management LP 0.05% of their portfolio | 43.9k $334.2k | Reduced -43.9k |
| TD Asset Management Inc 0.00% of their portfolio | 42.7k $325.6k | Reduced -14.8k |
| Virtus Investment Advisers, LLC 0.07% of their portfolio | 42.2k $321.7k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 28.0k $213.2k | Reduced -7.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 26.5k $201.8k | New |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 22.6k $172.3k | New |
| CITIGROUP INC 0.00% of their portfolio | 19.9k $151.4k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 19.7k $149.8k | Reduced -23.5k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 18.2k $138.4k | Unchanged |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 11.5k $87.7k | New |
| PROFUND ADVISORS LLC 0.00% of their portfolio | 11.0k $83.8k | New |
| AXQ CAPITAL, LP 0.01% of their portfolio | 10.7k $81.7k | Reduced -6.6k |
| MORGAN STANLEY 0.00% of their portfolio | 3.4k $25.8k | Reduced -40.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 2.6k $20.1k | New |
| BARCLAYS PLC 0.00% of their portfolio | 2.1k $16.0k | Added +1.9k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.7k $12.9k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1.4k $10.3k | New |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 1.0k $7.6k | Added +300 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 437 $3.3k | New |
| Pacer Advisors, Inc. 0.00% of their portfolio | 378 $3.0k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 300 $2.3k | Unchanged |
| Quarry LP 0.00% of their portfolio | 197 $1.5k | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 37 $282 | Added +33 |