John Overdeck’s BridgeBio Oncology BBOT Stock Holding History

John Overdeck’s Portfolio BBOT Stock Details BBOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$202K	Buy	+26,485	New	+$221K	﹤0.01%	4782
2025 Q2	–	Sell	-189,285	Closed	-$2.14M	–	3610
2025 Q1	$2.14M	Hold	189,285	–	–	﹤0.01%	1696
2024 Q4	$1.99M	Hold	189,285	–	–	﹤0.01%	1719
2024 Q3	$1.98M	Hold	189,285	–	–	﹤0.01%	1690
2024 Q2	$1.93M	Hold	189,285	–	–	﹤0.01%	1572
2024 Q1	$1.97M	Buy	+189,285	New	+$1.96M	﹤0.01%	1491

Other funds holding BBOT

CAM

Cormorant Asset Management Boston, Massachusetts $1.95B AUM 773.9% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

OFM

Omega Fund Management Boston, Massachusetts $186M AUM 155.23% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

NHAS

Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return

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

John Overdeck's BBOT Position: Q2 2026 in Review

John Overdeck opened a new position in BridgeBio Oncology (BBOT) in Q2 2026: 26,485 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #4782 among its holdings. This is a return to the name: John Overdeck previously reported a position in BBOT as recently as Q1 2025.

John Overdeck first reported a position in BBOT in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.14M in Q1 2025. 66 funds tracked by Wall St. Rank hold BBOT as of Q2 2026.

John Overdeck held 26,485 shares of BridgeBio Oncology worth $202K as of Q2 2026.
BridgeBio Oncology was a new John Overdeck position in Q2 2026.
BridgeBio Oncology made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4782 holding.
John Overdeck first reported a position in BridgeBio Oncology in Q1 2024 and has held it in 6 quarters since.
John Overdeck's BridgeBio Oncology position peaked at $2.14M in Q1 2025.
66 funds tracked by Wall St. Rank held BridgeBio Oncology as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.