John Overdeck’s Biomea Fusion BMEA Stock Holding History

John Overdeck’s Portfolio BMEA Stock Details BMEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$565K	Sell	384,459 -4,237	-1%	-$6.32K	﹤0.01%	4068
2026 Q1	$595K	Sell	388,696 -34,773	-8%	-$45.7K	﹤0.01%	3620
2025 Q4	$525K	Sell	423,469 -139,499	-25%	-$195K	﹤0.01%	3279
2025 Q3	$1.14M	Buy	562,968 +213,321	+61%	+$391K	﹤0.01%	2494
2025 Q2	$629K	Sell	349,647 -122,712	-26%	-$236K	﹤0.01%	2479
2025 Q1	$1.01M	Sell	472,359 -87,571	-16%	-$298K	﹤0.01%	2171
2024 Q4	$2.17M	Buy	559,930 +286,049	+104%	+$2.28M	﹤0.01%	1654
2024 Q3	$2.77M	Sell	273,881 -56,793	-17%	-$369K	0.01%	1474
2024 Q2	$1.49M	Buy	330,674 +297,273	+890%	+$3.02M	﹤0.01%	1755
2024 Q1	$499K	Sell	33,401 -104,837	-76%	-$1.73M	﹤0.01%	2335
2023 Q4	$2.01M	Sell	138,238 -278,854	-67%	-$3.39M	﹤0.01%	1546
2023 Q3	$5.74M	Buy	417,092 +331,097	+385%	+$5.97M	0.02%	827
2023 Q2	$1.89M	Buy	85,995 +66,079	+332%	+$2.07M	﹤0.01%	1472
2023 Q1	$618K	Buy	19,916 +3,792	+24%	+$47.1K	﹤0.01%	2109
2022 Q4	$136K	Buy	+16,124	New	+$138K	﹤0.01%	2463
2022 Q1	–	Sell	-17,010	Closed	-$127K	–	2816
2021 Q4	$127K	Buy	+17,010	New	+$180K	﹤0.01%	4017

Other funds holding BMEA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

ACM

Aisling Capital Management New York $472M AUM 106.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

John Overdeck's BMEA Position: Q2 2026 in Review

John Overdeck reduced its Biomea Fusion (BMEA) stake by 1.1% in Q2 2026, selling an estimated $6.32K and leaving 384,459 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #4068.

John Overdeck first reported a position in BMEA in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.74M in Q3 2023. 61 funds tracked by Wall St. Rank hold BMEA as of Q2 2026.

John Overdeck held 384,459 shares of Biomea Fusion worth $565K as of Q2 2026.
John Overdeck sold 4,237 Biomea Fusion shares in Q2 2026, an estimated $6.32K.
Biomea Fusion made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4068 holding.
John Overdeck first reported a position in Biomea Fusion in Q4 2021 and has held it in 16 quarters since.
John Overdeck's Biomea Fusion position peaked at $5.74M in Q3 2023.
61 funds tracked by Wall St. Rank held Biomea Fusion as of Q2 2026.

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