HELIX ACQUISITION CORP II BBOT
CL A ORD SHS · Common Stock · CUSIP G4444H101
- 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.
Trends to Q3 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 30 |
| Q2 2024 | 32 |
| Q3 2024 | 32 |
| Q4 2024 | 33 |
| Q1 2025 | 32 |
| Q2 2025 | 35 |
| Q3 2025 | 0 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 7 | 3 |
| Q3 2024 | 6 | 5 |
| Q4 2024 | 9 | 6 |
| Q1 2025 | 12 | 10 |
| Q2 2025 | 14 | 8 |
| Q3 2025 | 0 | 33 |
Biggest buyers
| None |
Biggest sellers
| Cormorant Asset Management, LP | Sold out | -2.9m |
| BlackRock, Inc. | Sold out | -1.5m |
| CITADEL ADVISORS LLC | Sold out | -1.4m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Sold out | -1.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Sold out | -1.1m |
| MILLENNIUM MANAGEMENT LLC | Sold out | -897.3k |
| Sculptor Capital LP | Sold out | -800.0k |
| SILVERARC CAPITAL MANAGEMENT, LLC | Sold out | -613.4k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Sold out | -600.0k |
| Harraden Circle Investments, LLC | Sold out | -569.8k |
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 2025-03-04
Stated purposeItem 4 is hereby amended and supplemented as follows: On February 8, 2025, in connection with the appointment of Albert A. Holman III to the board of directors of the Issuer, the Sponsor transferred 30,000 Class B ordinary shares held by it to Mr. Holman. As reported by the Issuer on a Current Report on Form 8-K filed on March 3, 2025, on February 28, 2025 (the "Helix 8-K") the Issuer entered into a business combination agreement (the "Business Combination Agreement") by and among the Issuer, Helix II Merger Sub, Inc. ("Merger Sub") and TheRas, Inc. (doing business as BridgeBio Oncology Therapeutics, Inc. "BBOT"). Upon the terms and subject to the conditions of the Business Combination Agreement, (i) Helix will de-register in the Cayman Islands and transfer by way of continuation out of… Full filing |
31.6% |
| Sculptor Capital LP 13G · passive investor new · filed 2025-07-24 | 5.1% |
Insider purchases and sales in Q3 2025
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 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 1 | $24.0m | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
None reported in Q3 2025.
Holders, Q3 2025
| Manager | Shares | Change |
|---|