FCM
BBNX

Farallon Capital Management’s Beta Bionics BBNX Stock Holding History

Farallon Capital Management’s Portfolio BBNX Stock Details BBNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.32M Sell
595,000
-3,012,920
-84% -$35.8M 0.04% 63
2026
Q1 		$36.2M Sell
3,607,920
-706,000
-16% -$10.4M 0.19% 52
2025
Q4 		$131M Hold
4,313,920
– – 0.57% 43
2025
Q3 		$85.7M Buy
4,313,920
+110,000
+3% +$1.93M 0.35% 47
2025
Q2 		$61.2M Buy
4,203,920
+871,700
+26% +$12.3M 0.26% 51
2025
Q1 		$40.8M Buy
+3,332,220
New +$62.1M 0.2% 61

Other funds holding BBNX

EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Farallon Capital Management's BBNX Position: Q2 2026 in Review

Farallon Capital Management reduced its Beta Bionics (BBNX) stake by 84% in Q2 2026, selling an estimated $35.8M and leaving 595,000 shares worth $9.32M. The position accounts for 0.04% of the portfolio, ranked #63.

Farallon Capital Management first reported a position in BBNX in Q1 2025 and has held it in 6 quarters since. The position peaked at $131M in Q4 2025. 134 funds tracked by Wall St. Rank hold BBNX as of Q2 2026.

  • Farallon Capital Management held 595,000 shares of Beta Bionics worth $9.32M as of Q2 2026.
  • Farallon Capital Management sold 3,012,920 Beta Bionics shares in Q2 2026, an estimated $35.8M.
  • Beta Bionics made up 0.04% of Farallon Capital Management's portfolio in Q2 2026, its #63 holding.
  • Farallon Capital Management first reported a position in Beta Bionics in Q1 2025 and has held it in 6 quarters since.
  • Farallon Capital Management's Beta Bionics position peaked at $131M in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Beta Bionics as of Q2 2026.

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