John Overdeck’s BioMarin Pharmaceuticals BMRN Stock Holding History

John Overdeck’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
2024 Q2	–	Sell	-17,700	Closed	-$1.55M	–	3042
2024 Q1	$1.55M	Sell	17,700 -100	-0.6%	-$8.95K	﹤0.01%	1679
2023 Q4	$1.72M	Sell	17,800 -166,900	-90%	-$14.8M	﹤0.01%	1709
2023 Q3	$16.3M	Sell	184,700 -81,900	-31%	-$7.29M	0.04%	443
2023 Q2	$23.1M	Buy	266,600 +173,500	+186%	+$16.3M	0.06%	365
2023 Q1	$9.05M	Buy	93,100 +58,400	+168%	+$6.05M	0.03%	627
2022 Q4	$3.59M	Buy	+34,700	New	+$3.26M	0.01%	1020
2021 Q4	–	Sell	-5,000	Closed	-$386K	–	4300
2021 Q3	$386K	Buy	5,000 +300	+6%	+$23.7K	﹤0.01%	3462
2021 Q2	$392K	Buy	+4,700	New	+$373K	﹤0.01%	3295
2020 Q3	–	Sell	-1,700	Closed	-$210K	–	3094
2020 Q2	$210K	Sell	1,700 -4,000	-70%	-$398K	﹤0.01%	2611
2020 Q1	$482K	Buy	+5,700	New	+$491K	﹤0.01%	1952
2019 Q4	–	Sell	-3,700	Closed	-$249K	–	3643
2019 Q3	$249K	Sell	3,700 -13,900	-79%	-$1.07M	﹤0.01%	3069
2019 Q2	$1.51M	Buy	+17,600	New	+$1.51M	0.01%	1627
2019 Q1	–	Sell	-3,000	Closed	-$255K	–	3027
2018 Q4	$255K	Buy	+3,000	New	+$285K	﹤0.01%	2572
2016 Q4	–	Sell	-50,000	Closed	-$4.63M	–	3102
2016 Q3	$4.63M	Buy	50,000 +47,000	+1,567%	+$4.43M	0.02%	917
2016 Q2	$233K	Buy	+3,000	New	+$255K	﹤0.01%	2676

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

John Overdeck's BMRN Position: Q2 2026 in Review

John Overdeck reduced its BioMarin Pharmaceuticals (BMRN) stake by 35% in Q2 2026, selling an estimated $860K and leaving 28,775 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #3171.

John Overdeck first reported a position in BMRN in Q2 2013 and has held it in 40 quarters since. The position peaked at $82.7M in Q1 2023. 561 funds tracked by Wall St. Rank hold BMRN as of Q2 2026.

John Overdeck held 28,775 shares of BioMarin Pharmaceuticals worth $1.65M as of Q2 2026.
John Overdeck sold 15,700 BioMarin Pharmaceuticals shares in Q2 2026, an estimated $860K.
BioMarin Pharmaceuticals made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3171 holding.
John Overdeck first reported a position in BioMarin Pharmaceuticals in Q2 2013 and has held it in 40 quarters since.
John Overdeck's BioMarin Pharmaceuticals position peaked at $82.7M in Q1 2023.
561 funds tracked by Wall St. Rank held BioMarin Pharmaceuticals as of Q2 2026.

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