Montag & Associates’s BridgeBio Pharma BBIO Stock Holding History

Montag & Associates’s Portfolio BBIO Stock Details BBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13	Closed	-$676	–	976
2025 Q3	$676	Buy	+13	New	+$634	﹤0.01%	1056

Other funds holding BBIO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

ACM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Montag & Associates's BBIO Position: Q4 2025 in Review

Montag & Associates sold out of BridgeBio Pharma (BBIO) in Q4 2025, closing a stake of 13 shares — an estimated $676 sold.

Montag & Associates first reported a position in BBIO in Q3 2025 and held it in 1 quarter. The position peaked at $676 in Q3 2025. 433 funds tracked by Wall St. Rank hold BBIO as of Q4 2025.

Montag & Associates reported no remaining BridgeBio Pharma position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 13 BridgeBio Pharma shares in Q4 2025, an estimated $676.
Montag & Associates first reported a position in BridgeBio Pharma in Q3 2025 and held it in 1 quarter.
Montag & Associates's BridgeBio Pharma position peaked at $676 in Q3 2025.
433 funds tracked by Wall St. Rank held BridgeBio Pharma as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.