Aaron Cowen’s Biohaven BHVN Stock Holding History

Aaron Cowen’s Portfolio BHVN Stock Details BHVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$153M	Hold	10,286,937	–	–	2.8%	8
2026 Q1	$87M	Hold	10,286,937	–	–	2.22%	18
2025 Q4	$116M	Buy	10,286,937 +4,666,666	+83%	+$57.8M	2.38%	9
2025 Q3	$84.4M	Hold	5,620,271	–	–	2.16%	12
2025 Q2	$79.3M	Hold	5,620,271	–	–	2.39%	11
2025 Q1	$135M	Hold	5,620,271	–	–	5.01%	3
2024 Q4	$210M	Buy	5,620,271 +421,052	+8%	+$19.6M	7.15%	1
2024 Q3	$260M	Hold	5,199,219	–	–	8.31%	2
2024 Q2	$180M	Buy	5,199,219 +1,196,173	+30%	+$47.3M	6.63%	2
2024 Q1	$219M	Sell	4,003,046 -569,790	-12%	-$28.2M	8.13%	2
2023 Q4	$196M	Buy	4,572,836 +567,236	+14%	+$17.6M	8.85%	1
2023 Q3	$104M	Buy	4,005,600 +138,042	+4%	+$2.87M	5.63%	2
2023 Q2	$92.5M	Buy	3,867,558 +18,620	+0.5%	+$321K	4.95%	2
2023 Q1	$52.6M	Hold	3,848,938	–	–	2.22%	18
2022 Q4	$53.4M	Buy	3,848,938 +3,785,889	+6,005%	+$53.5M	2.24%	17
2022 Q3	$388K	Buy	+63,049	New	+$458K	0.02%	70

Other funds holding BHVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IAM

Infinitum Asset Management Fort Lauderdale, Florida $983M AUM 26.53% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aaron Cowen's BHVN Position: Q2 2026 in Review

Aaron Cowen held its Biohaven (BHVN) position steady in Q2 2026 at 10,286,937 shares worth $153M. The position accounts for 2.8% of the portfolio, ranked #8.

Aaron Cowen first reported a position in BHVN in Q3 2022 and has held it in 16 quarters since. The position peaked at $260M in Q3 2024. 291 funds tracked by Wall St. Rank hold BHVN as of Q2 2026.

Aaron Cowen held 10,286,937 shares of Biohaven worth $153M as of Q2 2026.
Aaron Cowen left its Biohaven share count unchanged in Q2 2026.
Biohaven made up 2.8% of Aaron Cowen's portfolio in Q2 2026, its #8 holding.
Aaron Cowen first reported a position in Biohaven in Q3 2022 and has held it in 16 quarters since.
Aaron Cowen's Biohaven position peaked at $260M in Q3 2024.
291 funds tracked by Wall St. Rank held Biohaven as of Q2 2026.

Based on Suvretta Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.