BRIDGEBIO PHARMA INC BBIO
COM · Common Stock · CUSIP 10806X102 · ISIN US10806X1028
Company in Palo Alto, United States
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersPalo Alto, CA
- Founded2015
- Websitebridgebio.com
- 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 ($37.3m this quarter). Holder counts are more reliable. Shares outstanding: 195.5m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $74.44. Options: 25 managers hold calls ($849.3m notional), 19 hold puts ($154.3m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 181 |
| Q4 2022 | 179 |
| Q1 2023 | 213 |
| Q2 2023 | 199 |
| Q3 2023 | 223 |
| Q4 2023 | 249 |
| Q1 2024 | 246 |
| Q2 2024 | 253 |
| Q3 2024 | 256 |
| Q4 2024 | 265 |
| Q1 2025 | 306 |
| Q2 2025 | 361 |
| Q3 2025 | 393 |
| Q4 2025 | 436 |
| Q1 2026 | 462 |
| Q2 2026 | 475 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 140 | 109 |
| Q4 2024 | 134 | 116 |
| Q1 2025 | 186 | 109 |
| Q2 2025 | 223 | 137 |
| Q3 2025 | 221 | 170 |
| Q4 2025 | 234 | 187 |
| Q1 2026 | 262 | 188 |
| Q2 2026 | 249 | 234 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $614.1m | $104.9m | 0.17 |
| Q4 2025 | $895.3m | $163.6m | 0.18 |
| Q1 2026 | $779.9m | $130.6m | 0.17 |
| Q2 2026 | $849.3m | $154.3m | 0.18 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +2.8m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Added | +1.7m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.6m |
| Point72 Asset Management, L.P. | New | +1.5m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Added | +1.4m |
| JANE STREET GROUP, LLC | Added | +1.2m |
| Bellevue Group AG | Added | +1.2m |
| D. E. Shaw & Co., Inc. | Added | +1.1m |
| JPMORGAN CHASE & CO | Added | +1.1m |
| HRT FINANCIAL LP | Added | +1.0m |
Biggest sellers
| BlackRock, Inc. | Reduced | -3.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.1m |
| Frazier Life Sciences Management, L.P. | Reduced | -1.9m |
| VIKING GLOBAL INVESTORS LP | Reduced | -1.9m |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -1.5m |
| Driehaus Capital Management LLC | Sold out | -1.1m |
| Invesco Ltd. | Reduced | -891.9k |
| Deep Track Capital, LP | Sold out | -841.4k |
| PANAGORA ASSET MANAGEMENT INC | Reduced | -716.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | -704.9k |
Biggest calls
| UBS Group AG | Unchanged | $287.8m3.9m shares |
| JANE STREET GROUP, LLC | Added | $232.4m3.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $195.2m2.6m shares |
| CITADEL ADVISORS LLC | Added | $21.3m285.7k shares |
| NOMURA HOLDINGS INC | Added | $19.8m266.0k shares |
| Caption Management, LLC | Reduced | $17.7m238.0k shares |
| MILLENNIUM MANAGEMENT LLC | New | $13.6m182.2k shares |
| IMC-Chicago, LLC | Added | $12.1m162.2k shares |
| GROUP ONE TRADING LLC | Added | $11.5m155.0k shares |
| Portman Square Capital LLP | Unchanged | $10.0m133.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $73.4m985.5k shares |
| CITADEL ADVISORS LLC | Added | $20.9m281.2k shares |
| CITIGROUP INC | Added | $14.6m196.0k shares |
| IMC-Chicago, LLC | Added | $7.6m101.6k shares |
| Caption Management, LLC | Added | $7.4m100.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.5m73.5k shares |
| GROUP ONE TRADING LLC | Added | $4.6m61.9k shares |
| Portman Square Capital LLP | Unchanged | $4.5m60.0k shares |
| JANE STREET GROUP, LLC | Reduced | $4.4m58.9k shares |
| D. E. Shaw & Co., Inc. | New | $2.3m30.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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 |
|---|---|
| JANUS HENDERSON GROUP PLC 13G · institution +1.1 pts · filed 2026-05-15 | 6.8% |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 13G · institution filed 2026-08-03 | 5.5% |
| Farallon Capital Partners, L.P. 13G · passive investor new · filed 2026-05-29 | 5.2% |
| BlackRock, Inc. 13G · institution +0.1 pts · filed 2026-10-27 | 5.1% |
VIKING GLOBAL INVESTORS LP
13D · may seek influence
-1.1 pts · filed 2026-07-10
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: The response to Item 5(c) of this Amendment No. 12 is incorporated by reference herein. Full filing |
5.0% |
Fell to 5% or below in the last year: KKR Genetic Disorder L.P. (4.7%, 2026-08-17), Kumar Neil (4.6%, 2026-04-16), VANGUARD GROUP INC (0.0%, 2026-03-26)
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.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $707.1k | $707.1k |
| Q1 2025 | 0 | — | 3 | $31.5m | $31.5m |
| Q2 2025 | 0 | — | 6 | $16.0m | $11.9m |
| Q3 2025 | 0 | — | 6 | $34.2m | $28.2m |
| Q4 2025 | 0 | — | 8 | $46.4m | $34.5m |
| Q1 2026 | 0 | — | 6 | $27.8m | $27.8m |
| Q2 2026 | 0 | — | 6 | $29.2m | $29.2m |
| Q3 2026 | 0 | — | 4 | $19.2m | $19.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-17 | Kumar Neil Chief Executive Officer, director · By Kumar Haldea Family Irrevocable Trust, of which the Reporting Person is a co-trustee. | Sold plan | $690.8k10.0k shares |
| 2026-08-19 | Kumar Neil Chief Executive Officer, director | Sold plan | $840.3k10.0k shares |
| 2026-08-18 | Kumar Neil Chief Executive Officer, director | Sold plan | $2.8m33.8k shares |
| 2026-08-18 | Kumar Neil Chief Executive Officer, director | Sold plan | $100.4k1.2k shares |
| 2026-07-30 | Apuli Maricel Chief Accounting Officer | Sold plan | $160.1k2.0k shares |
| 2026-07-09 | Cook Jennifer E. Director | Sold plan | $13.2m148.6k shares |
| 2026-07-09 | Ellis Andrea Director | Sold plan | $1.4m17.2k shares |
| 2026-06-24 | Cook Jennifer E. Director | Sold plan | $2.6m37.2k shares |
| 2026-06-23 | Valantine Hannah Director | Sold plan | $150.6k2.2k shares |
| 2026-06-23 | Cook Jennifer E. Director | Sold plan | $150.6k2.2k shares |
| 2026-06-22 | Valantine Hannah Director | Sold plan | $190.9k2.8k shares |
| 2026-06-15 | Cook Jennifer E. Director | Sold plan | $6.0m90.2k shares |
| 2026-06-05 | Kumar Neil Chief Executive Officer, director · By Kumar Haldea Family Irrevocable Trust, of which the Reporting Person is a co-trustee. | Sold plan | $1.4m20.0k shares |
| 2026-06-05 | Kumar Neil Chief Executive Officer, director · By Kumar Haldea Revocable Trust, of which the Reporting Person is a co-trustee. | Sold plan | $1.4m20.0k shares |
| 2026-06-04 | Kumar Neil Chief Executive Officer, director · By Kumar Haldea Family Irrevocable Trust, of which the Reporting Person is a co-trustee. | Sold plan | $1.3m20.0k shares |
| 2026-06-04 | Kumar Neil Chief Executive Officer, director · By Kumar Haldea Revocable Trust, of which the Reporting Person is a co-trustee. | Sold plan | $1.3m20.0k shares |
| 2026-05-21 | Kumar Neil Chief Executive Officer, director | Sold plan | $1.8m26.1k shares |
| 2026-05-18 | Trimarchi Thomas President and CFO | Sold plan | $888.5k13.7k shares |
| 2026-05-15 | Scott Randal W. Director | Sold plan | $671.5k10.0k shares |
| 2026-05-08 | Kumar Neil Chief Executive Officer, director · By Kumar Haldea Family Irrevocable Trust, of which the Reporting Person is a co-trustee. | Sold plan | $1.3m20.0k shares |
| 2026-05-08 | Kumar Neil Chief Executive Officer, director · By Kumar Haldea Revocable Trust, of which the Reporting Person is a co-trustee. | Sold plan | $1.3m20.0k shares |
| 2026-05-07 | Kumar Neil Chief Executive Officer, director · By Kumar Haldea Family Irrevocable Trust, of which the Reporting Person is a co-trustee. | Sold plan | $1.4m20.0k shares |
| 2026-05-07 | Kumar Neil Chief Executive Officer, director · By Kumar Haldea Revocable Trust, of which the Reporting Person is a co-trustee. | Sold plan | $1.4m20.0k shares |
| 2026-04-30 | Apuli Maricel Chief Accounting Officer | Sold plan | $143.2k2.0k shares |
| 2026-04-10 | Kumar Neil Chief Executive Officer, director · By Kumar Haldea Family Irrevocable Trust, of which the Reporting Person is a co-trustee. | Sold plan | $1.5m20.0k shares |
| 2026-04-10 | Kumar Neil Chief Executive Officer, director · By Kumar Haldea Revocable Trust, of which the Reporting Person is a co-trustee. | Sold plan | $1.5m20.0k shares |
| 2026-04-09 | Kumar Neil Chief Executive Officer, director · By Kumar Haldea Revocable Trust, of which the Reporting Person is a co-trustee. | Sold plan | $1.5m20.0k shares |
| 2026-04-09 | Kumar Neil Chief Executive Officer, director · By Kumar Haldea Family Irrevocable Trust, of which the Reporting Person is a co-trustee. | Sold plan | $1.5m20.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Jupiter Topco LLC 0.43% of their portfolio | 14.1m $1.1bn | First filing |
| Kohlberg Kravis Roberts & Co. L.P. 17.30% of their portfolio | 13.3m $987.7m | Unchanged |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 4.68% of their portfolio | 10.7m $800.1m | Added +1.4m |
| BlackRock, Inc. 0.01% of their portfolio | 10.3m $766.2m | Reduced -3.9m |
| VIKING GLOBAL INVESTORS LP 2.11% of their portfolio | 9.9m $741.0m | Reduced -1.9m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 7.9m $588.3m | Added +139.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 7.7m $570.3m | Reduced -423.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 5.3m $395.4m | Added +2.8m |
| TWO SIGMA INVESTMENTS, LP 0.26% of their portfolio | 4.7m $351.7m | Added +1.6m |
| Aisling Capital Management LP 72.48% of their portfolio | 4.6m $341.8m | Reduced -500.0k |
| STATE STREET CORP 0.01% of their portfolio | 4.4m $330.4m | Reduced -498.4k |
| CITADEL ADVISORS LLC 0.16% of their portfolio | 3.8m $280.0m | Added +586.1k |
| Invesco Ltd. 0.02% of their portfolio | 3.7m $275.6m | Reduced -891.9k |
| D. E. Shaw & Co., Inc. 0.17% of their portfolio | 3.6m $270.6m | Added +1.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.4m $254.7m | Reduced -1.5m |
| JANE STREET GROUP, LLC 0.14% of their portfolio | 2.9m $218.5m | Added +1.2m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.4m $173.2m | Added +1.1m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.24% of their portfolio | 2.3m $167.7m | Added +1.7m |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 2.2m $160.9m | Reduced -278.8k |
| Polar Capital Holdings Plc 0.44% of their portfolio | 2.1m $153.7m | Reduced -455.7k |
| FMR LLC 0.01% of their portfolio | 2.1m $153.5m | Reduced -282.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.11% of their portfolio | 2.0m $145.7m | Reduced -21.3k |
| SC US (TTGP), LTD. 0.43% of their portfolio | 1.9m $138.6m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.8m $135.2m | Reduced -83.1k |
| UBS Group AG 0.02% of their portfolio | 1.8m $130.9m | Reduced -269.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.7m $128.6m | Reduced -2.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.7m $127.3m | Reduced -266.7k |
| NORGES BANK 0.01% of their portfolio | 1.7m $126.2m | Not comparable |
| MORGAN STANLEY 0.01% of their portfolio | 1.7m $126.1m | Reduced -183.7k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.6m $115.6m | Added +303.1k |
| Frazier Life Sciences Management, L.P. 2.51% of their portfolio | 1.5m $115.3m | Reduced -1.9m |
| Point72 Asset Management, L.P. 0.17% of their portfolio | 1.5m $113.6m | New |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 1.5m $107.9m | Reduced -455.4k |
| Pictet Asset Management Holding SA 0.10% of their portfolio | 1.4m $107.4m | Added +66.9k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.95% of their portfolio | 1.4m $102.3m | Added +415.1k |
| Laurion Capital Management LP 7.30% of their portfolio | 1.4m $100.7m | Added +89.6k |
| Hood River Capital Management LLC 0.73% of their portfolio | 1.3m $100.4m | Added +82.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.2m $92.0m | Reduced -50.4k |
| Balyasny Asset Management L.P. 0.17% of their portfolio | 1.2m $91.6m | Added +880.0k |
| Squarepoint Ops LLC 0.17% of their portfolio | 1.2m $88.8m | Added +635.4k |
| Bellevue Group AG 1.86% of their portfolio | 1.2m $88.6m | Added +1.2m |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 1.2m $86.1m | Reduced -151.7k |
| GW&K Investment Management, LLC 0.65% of their portfolio | 1.1m $83.8m | Added +162.5k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 1.1m $83.2m | Reduced -58.1k |
| HRT FINANCIAL LP 0.19% of their portfolio | 1.1m $81.1m | Added +1.0m |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 1.0m $76.3m | Reduced -306.0k |
| PRIMECAP MANAGEMENT CO/CA/ 0.04% of their portfolio | 1.0m $75.7m | Added +446.8k |
| FIL Ltd 0.05% of their portfolio | 1.0m $74.6m | Added +1.0m |
| Clearbridge Investments, LLC 0.06% of their portfolio | 993.1k $74.0m | Added +41.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 959.5k $71.5m | Reduced -444.1k |
| CITIGROUP INC 0.03% of their portfolio | 864.1k $64.4m | Added +117.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.09% of their portfolio | 856.8k $63.8m | Added +491.1k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.09% of their portfolio | 829.8k $61.8m | Reduced -704.9k |
| Ensign Peak Advisors, Inc 0.09% of their portfolio | 761.0k $56.7m | Reduced -75.6k |
| Allspring Global Investments Holdings, LLC 0.08% of their portfolio | 742.5k $55.3m | Reduced -146.8k |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 727.2k $54.2m | New |
| BARCLAYS PLC 0.02% of their portfolio | 714.4k $53.2m | Added +290.5k |
| Capital Research Global Investors 0.01% of their portfolio | 700.1k $52.1m | Reduced -63.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 653.2k $48.7m | Added +254.3k |
| First Turn Management, LLC 5.05% of their portfolio | 633.4k $47.2m | Reduced -62.4k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 621.5k $46.3m | Reduced -468.8k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.20% of their portfolio | 621.1k $46.3m | Added +268.3k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 619.1k $46.1m | Added +57.2k |
| Nuveen, LLC 0.01% of their portfolio | 572.8k $42.7m | Added +10.1k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 552.2k $41.1m | Added +335.8k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 551.0k $41.0m | Reduced -26.3k |
| Cormorant Asset Management, LP 2.10% of their portfolio | 550.0k $41.0m | Reduced -300.0k |
| GILDER GAGNON HOWE & CO LLC 0.42% of their portfolio | 548.9k $40.9m | Added +128.6k |
| FEDERATED HERMES, INC. 0.06% of their portfolio | 523.7k $39.0m | Reduced -64.8k |
| LORD, ABBETT & CO. LLC 0.11% of their portfolio | 499.7k $37.2m | Reduced -523.7k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 487.6k $36.3m | Reduced -145.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 479.8k $35.7m | Added +76.8k |
| Catalio Capital Management, LP 6.37% of their portfolio | 455.0k $33.9m | Added +23.0k |
| Bridgewater Associates, LP 0.14% of their portfolio | 448.1k $33.4m | Added +188.7k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.44% of their portfolio | 437.1k $32.6m | Unchanged |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 374.3k $27.9m | Added +22.6k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 345.4k $25.7m | Reduced -6.3k |
| BOONE CAPITAL MANAGEMENT LLC 5.92% of their portfolio | 339.7k $25.3m | Added +110.9k |
| NOMURA HOLDINGS INC 0.10% of their portfolio | 327.5k $24.4m | Added +8.9k |
| Weiss Asset Management LP 0.27% of their portfolio | 320.2k $23.8m | Not comparable |
| Fiera Capital Corp 0.09% of their portfolio | 316.1k $23.5m | Reduced -6.6k |
| Nicholas Investment Partners, LP 1.31% of their portfolio | 311.5k $23.2m | Added +12.6k |
| Woodline Partners LP 0.07% of their portfolio | 301.3k $22.4m | Added +300 |
| Candriam S.C.A. 0.10% of their portfolio | 300.5k $22.4m | Added +21.6k |
| Legal & General Group Plc 0.00% of their portfolio | 299.5k $22.3m | Added +14.6k |
| MACKENZIE FINANCIAL CORP 0.02% of their portfolio | 298.4k $22.2m | Added +191.5k |
| Swiss National Bank 0.01% of their portfolio | 294.6k $21.9m | Added +8.6k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 277.5k $20.7m | Reduced -19.2k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 275.5k $20.5m | Reduced -58.9k |
| Integral Health Asset Management, LLC 0.84% of their portfolio | 275.0k $20.5m | Unchanged |
| PFM Health Sciences, LP 1.64% of their portfolio | 253.4k $18.9m | Reduced -4.4k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 247.7k $18.5m | Reduced -92.2k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 247.7k $18.4m | Reduced -40.4k |
| SPHERA FUNDS MANAGEMENT LTD. 2.61% of their portfolio | 245.3k $18.3m | Added +100 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 237.8k $17.7m | Added +95.4k |
| Susquehanna Portfolio Strategies, LLC 0.27% of their portfolio | 226.9k $16.9m | Added +219.7k |
| ExodusPoint Capital Management, LP 0.16% of their portfolio | 224.9k $16.8m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 222.4k $16.6m | Added +60.4k |
| NAN FUNG TRINITY (HK) LTD 1.61% of their portfolio | 219.2k $16.3m | Unchanged |
| ROYCE & ASSOCIATES LP 0.13% of their portfolio | 218.5k $16.3m | Reduced -14.4k |