Affinity Asset Advisors’s BridgeBio Pharma BBIO Stock Holding History

Affinity Asset Advisors’s Portfolio BBIO Stock Details BBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.1M	Sell	150,000 -170,000	-53%	-$12.3M	0.58%	45
2025 Q4	$24.5M	Buy	320,000 +255,000	+392%	+$16.7M	1.39%	23
2025 Q3	$3.38M	Sell	65,000 -85,000	-57%	-$4.15M	0.29%	62
2025 Q2	$6.48M	Sell	150,000 -150,000	-50%	-$5.46M	0.88%	37
2025 Q1	$10.4M	Buy	300,000 +100,000	+50%	+$3.37M	0.99%	26
2024 Q4	$5.49M	Sell	200,000 -100,000	-33%	-$2.58M	0.74%	36
2024 Q3	$7.64M	Buy	300,000 +200,000	+200%	+$5.25M	1.04%	31
2024 Q2	$2.53M	Buy	100,000 +50,000	+100%	+$1.37M	0.29%	62
2024 Q1	$1.55M	Sell	50,000 -30,000	-38%	-$1.02M	0.19%	78
2023 Q4	$3.23M	Buy	80,000 +50,000	+167%	+$1.5M	0.59%	45
2023 Q3	$791K	Sell	30,000 -5,133	-15%	-$146K	0.22%	66
2023 Q2	$604K	Sell	35,133 -284,867	-89%	-$4.29M	0.21%	63
2023 Q1	$5.31M	Buy	+320,000	New	+$3.73M	1.75%	20
2022 Q1	–	Sell	-494,046	Closed	-$8.24M	–	62
2021 Q4	$8.24M	Sell	494,046 -160,389	-25%	-$6.79M	2.99%	10
2021 Q3	$30.7M	Buy	654,435 +104,435	+19%	+$5.6M	7.75%	3
2021 Q2	$33.5M	Sell	550,000 -27,500	-5%	-$1.57M	12%	1
2021 Q1	$35.6M	Buy	577,500 +422,500	+273%	+$27.6M	12.08%	2
2020 Q4	$11M	Buy	+155,000	New	+$7.48M	5.84%	4

Other funds holding BBIO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

ACM

Aisling Capital Management New York $476M AUM 128.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Affinity Asset Advisors's BBIO Position: Q1 2026 in Review

Affinity Asset Advisors reduced its BridgeBio Pharma (BBIO) stake by 53% in Q1 2026, selling an estimated $12.3M and leaving 150,000 shares worth $11.1M. The position accounts for 0.58% of the portfolio, ranked #45.

Affinity Asset Advisors first reported a position in BBIO in Q4 2020 and has held it in 18 quarters since. The position peaked at $35.6M in Q1 2021. 457 funds tracked by Wall St. Rank hold BBIO as of Q1 2026.

Affinity Asset Advisors held 150,000 shares of BridgeBio Pharma worth $11.1M as of Q1 2026.
Affinity Asset Advisors sold 170,000 BridgeBio Pharma shares in Q1 2026, an estimated $12.3M.
BridgeBio Pharma made up 0.58% of Affinity Asset Advisors's portfolio in Q1 2026, its #45 holding.
Affinity Asset Advisors first reported a position in BridgeBio Pharma in Q4 2020 and has held it in 18 quarters since.
Affinity Asset Advisors's BridgeBio Pharma position peaked at $35.6M in Q1 2021.
457 funds tracked by Wall St. Rank held BridgeBio Pharma as of Q1 2026.

Based on Affinity Asset Advisors's 13F filing for Q1 2026, filed 14 May 2026.