Ikarian Capital’s Biohaven BHVN Stock Holding History

Ikarian Capital’s Portfolio BHVN Stock Details BHVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-796,400	Closed	-$12M	–	185
2025 Q3	$12M	Buy	796,400 +496,400	+165%	+$7.23M	1.21%	19
2025 Q2	$4.23M	Sell	300,000 -48,200	-14%	-$859K	0.81%	39
2025 Q1	$8.37M	Buy	+348,200	New	+$12.3M	1.03%	15
2024 Q2	–	Sell	-223,700	Closed	-$12.2M	–	122
2024 Q1	$12.2M	Buy	+223,700	New	+$11.1M	1.34%	21
2023 Q3	–	Sell	-225,000	Closed	-$5.38M	–	151
2023 Q2	$5.38M	Buy	225,000 +179,800	+398%	+$3.1M	0.86%	38
2023 Q1	$617K	Buy	+45,200	New	+$719K	0.14%	91

Other funds holding BHVN

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

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

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

IAM

Infinitum Asset Management Fort Lauderdale, Florida $983M AUM 26.53% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ikarian Capital's BHVN Position: Q2 2026 in Review

Ikarian Capital increased its Biohaven (BHVN) stake by 81% in Q2 2026, buying an estimated $3.61M and bringing the position to 748,181 shares worth $11.1M. The position accounts for 1.2% of the portfolio, ranked #24.

Ikarian Capital first reported a position in BHVN in Q4 2022 and has held it in 7 quarters since. The position peaked at $11.6M in Q4 2022. 296 funds tracked by Wall St. Rank hold BHVN as of Q2 2026.

Ikarian Capital held 748,181 shares of Biohaven worth $11.1M as of Q2 2026.
Ikarian Capital bought 335,700 Biohaven shares in Q2 2026, an estimated $3.61M.
Biohaven made up 1.2% of Ikarian Capital's portfolio in Q2 2026, its #24 holding.
Ikarian Capital first reported a position in Biohaven in Q4 2022 and has held it in 7 quarters since.
Ikarian Capital's Biohaven position peaked at $11.6M in Q4 2022.
296 funds tracked by Wall St. Rank held Biohaven as of Q2 2026.

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