Davis Investment Partners’s BioMarin Pharmaceuticals BMRN Stock Holding History

Davis Investment Partners’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
2026 Q2	$547K	Sell	9,557 -1,021	-10%	-$55.9K	0.17%	97
2026 Q1	$598K	Buy	10,578 +2,547	+32%	+$149K	0.21%	86
2025 Q4	$477K	Buy	8,031 +243	+3%	+$13.2K	0.17%	103
2025 Q3	$427K	Sell	7,788 -1	-0%	-$57	0.15%	115
2025 Q2	$438K	Sell	7,789 -1,151	-13%	-$67.8K	0.16%	120
2025 Q1	$533K	Buy	+8,940	New	+$601K	0.24%	83

Other funds holding BMRN

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

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

Davis Investment Partners's BMRN Position: Q2 2026 in Review

Davis Investment Partners reduced its BioMarin Pharmaceuticals (BMRN) stake by 9.7% in Q2 2026, selling an estimated $55.9K and leaving 9,557 shares worth $547K. The position accounts for 0.17% of the portfolio, ranked #97.

Davis Investment Partners first reported a position in BMRN in Q1 2025 and has held it in 6 quarters since. The position peaked at $598K in Q1 2026. 565 funds tracked by Wall St. Rank hold BMRN as of Q2 2026.

Davis Investment Partners held 9,557 shares of BioMarin Pharmaceuticals worth $547K as of Q2 2026.
Davis Investment Partners sold 1,021 BioMarin Pharmaceuticals shares in Q2 2026, an estimated $55.9K.
BioMarin Pharmaceuticals made up 0.17% of Davis Investment Partners's portfolio in Q2 2026, its #97 holding.
Davis Investment Partners first reported a position in BioMarin Pharmaceuticals in Q1 2025 and has held it in 6 quarters since.
Davis Investment Partners's BioMarin Pharmaceuticals position peaked at $598K in Q1 2026.
565 funds tracked by Wall St. Rank held BioMarin Pharmaceuticals as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.