Asymmetry Capital Management’s BioMarin Pharmaceuticals BMRN Stock Holding History

Asymmetry Capital Management’s Portfolio BMRN Stock Details BMRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$15.7M	Buy	+177,741	New	+$14.7M	8.34%	1
2021 Q1	–	Sell	-88,195	Closed	-$7.73M	–	30
2020 Q4	$7.73M	Buy	+88,195	New	+$6.99M	3.53%	12
2020 Q2	–	Sell	-54,676	Closed	-$4.62M	–	34
2020 Q1	$4.62M	Buy	54,676 +20,895	+62%	+$1.8M	5.05%	5
2019 Q4	$2.86M	Sell	33,781 -15,481	-31%	-$1.17M	5.12%	2
2019 Q3	$3.32M	Sell	49,262 -127,063	-72%	-$9.79M	7.12%	6
2019 Q2	$15.1M	Buy	+176,325	New	+$15.1M	8.18%	3
2018 Q1	–	Sell	-10,733	Closed	-$957K	–	37
2017 Q4	$957K	Buy	+10,733	New	+$933K	1.3%	22

Other funds holding BMRN

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Asymmetry Capital Management's BMRN Position: Q4 2021 in Review

Asymmetry Capital Management opened a new position in BioMarin Pharmaceuticals (BMRN) in Q4 2021: 177,741 shares worth $15.7M. The stake represents 8.34% of the portfolio and ranks #1 among its holdings. This is a return to the name: Asymmetry Capital Management previously reported a position in BMRN as recently as Q4 2020.

Asymmetry Capital Management first reported a position in BMRN in Q4 2017 and has held it in 7 quarters since. 556 funds tracked by Wall St. Rank hold BMRN as of Q4 2021.

Asymmetry Capital Management held 177,741 shares of BioMarin Pharmaceuticals worth $15.7M as of Q4 2021.
BioMarin Pharmaceuticals was a new Asymmetry Capital Management position in Q4 2021.
BioMarin Pharmaceuticals made up 8.34% of Asymmetry Capital Management's portfolio in Q4 2021, its #1 holding.
Asymmetry Capital Management first reported a position in BioMarin Pharmaceuticals in Q4 2017 and has held it in 7 quarters since.
556 funds tracked by Wall St. Rank held BioMarin Pharmaceuticals as of Q4 2021.

Based on Asymmetry Capital Management's 13F filing for Q4 2021, filed 19 Jan 2022.