Alkeon Capital Management
BPMC

Alkeon Capital Management’s Blueprint Medicines BPMC Stock Holding History

Alkeon Capital Management’s Portfolio BPMC Stock Details BPMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-900,628
Closed -$79.7M – 105
2025
Q1 		$79.7M Buy
900,628
+100,000
+12% +$9.76M 0.17% 61
2024
Q4 		$69.8M Buy
800,628
+81,700
+11% +$7.48M 0.14% 61
2024
Q3 		$66.5M Sell
718,928
-175,000
-20% -$17.4M 0.11% 65
2024
Q2 		$96.3M Buy
893,928
+100,000
+13% +$10M 0.16% 65
2024
Q1 		$75.3M Buy
793,928
+150,000
+23% +$12.9M 0.13% 72
2023
Q4 		$59.4M Sell
643,928
-300,000
-32% -$19.4M 0.13% 71
2023
Q3 		$47.4M Hold
943,928
– – 0.08% 79
2023
Q2 		$59.7M Buy
943,928
+591,745
+168% +$32.2M 0.1% 78
2023
Q1 		$15.8M Sell
352,183
-74,085
-17% -$3.34M 0.03% 104
2022
Q4 		$18.7M Sell
426,268
-693,144
-62% -$33.2M 0.07% 108
2022
Q3 		$73.8M Buy
1,119,412
+44,512
+4% +$2.86M 0.24% 79
2022
Q2 		$54.3M Sell
1,074,900
-68,999
-6% -$4.04M 0.15% 99
2022
Q1 		$73.1M Sell
1,143,899
-128,601
-10% -$9.23M 0.15% 105
2021
Q4 		$136M Hold
1,272,500
– – 0.25% 83
2021
Q3 		$131M Buy
1,272,500
+200,000
+19% +$18.6M 0.22% 89
2021
Q2 		$94.3M Buy
1,072,500
+100,000
+10% +$9.16M 0.14% 105
2021
Q1 		$94.6M Buy
972,500
+75,000
+8% +$7.49M 0.14% 103
2020
Q4 		$101M Hold
897,500
– – 0.16% 94
2020
Q3 		$83.2M Buy
897,500
+185,000
+26% +$14.2M 0.15% 90
2020
Q2 		$55.6M Sell
712,500
-400,000
-36% -$27.1M 0.14% 95
2020
Q1 		$65.1M Buy
1,112,500
+775,000
+230% +$49.9M 0.28% 70
2019
Q4 		$27M Buy
337,500
+150,000
+80% +$11.2M 0.1% 98
2019
Q3 		$13.8M Buy
187,500
+62,500
+50% +$5.4M 0.05% 115
2019
Q2 		$11.8M Hold
125,000
– – 0.05% 119
2019
Q1 		$10M Sell
125,000
-99,346
-44% -$7.34M 0.05% 108
2018
Q4 		$12.1M Buy
+224,346
New +$13.6M 0.08% 107
2018
Q3 		– Sell
-245,075
Closed -$15.6M – 127
2018
Q2 		$15.6M Buy
245,075
+133,500
+120% +$10.6M 0.07% 100
2018
Q1 		$10.2M Buy
111,575
+101,575
+1,016% +$8.76M 0.05% 101
2017
Q4 		$754K Buy
+10,000
New +$704K ﹤0.01% 84

Other funds holding BPMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alkeon Capital Management's BPMC Position: Q2 2025 in Review

Alkeon Capital Management sold out of Blueprint Medicines (BPMC) in Q2 2025, closing a stake of 900,628 shares — an estimated $79.7M sold.

Alkeon Capital Management first reported a position in BPMC in Q4 2017 and held it in 29 quarters. The position peaked at $136M in Q4 2021. 354 funds tracked by Wall St. Rank hold BPMC as of Q2 2025.

  • Alkeon Capital Management reported no remaining Blueprint Medicines position as of Q2 2025 after selling out during the quarter.
  • Alkeon Capital Management sold 900,628 Blueprint Medicines shares in Q2 2025, an estimated $79.7M.
  • Alkeon Capital Management first reported a position in Blueprint Medicines in Q4 2017 and held it in 29 quarters.
  • Alkeon Capital Management's Blueprint Medicines position peaked at $136M in Q4 2021.
  • 354 funds tracked by Wall St. Rank held Blueprint Medicines as of Q2 2025.

Based on Alkeon Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.