Polen Capital Management
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Polen Capital Management’s BridgeBio Pharma BBIO Stock Holding History

Polen Capital Management’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
2026
Q2 		$298K Sell
4,002
-41,932
-91% -$2.94M ﹤0.01% 207
2026
Q1 		$3.41M Buy
45,934
+7,693
+20% +$558K 0.02% 70
2025
Q4 		$2.93M Buy
38,241
+2,077
+6% +$136K 0.01% 73
2025
Q3 		$1.88M Buy
36,164
+515
+1% +$25.1K 0.01% 100
2025
Q2 		$1.54M Buy
+35,649
New +$1.3M ﹤0.01% 102

Other funds holding BBIO

JT
Jupiter Topco New York $245B AUM
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
ACM
Aisling Capital Management New York $472M AUM 106.83% 1-Year Est. Return

Polen Capital Management's BBIO Position: Q2 2026 in Review

Polen Capital Management reduced its BridgeBio Pharma (BBIO) stake by 91% in Q2 2026, selling an estimated $2.94M and leaving 4,002 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Polen Capital Management first reported a position in BBIO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.41M in Q1 2026. 475 funds tracked by Wall St. Rank hold BBIO as of Q2 2026.

  • Polen Capital Management held 4,002 shares of BridgeBio Pharma worth $298K as of Q2 2026.
  • Polen Capital Management sold 41,932 BridgeBio Pharma shares in Q2 2026, an estimated $2.94M.
  • BridgeBio Pharma made up ﹤0.01% of Polen Capital Management's portfolio in Q2 2026, its #207 holding.
  • Polen Capital Management first reported a position in BridgeBio Pharma in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's BridgeBio Pharma position peaked at $3.41M in Q1 2026.
  • 475 funds tracked by Wall St. Rank held BridgeBio Pharma as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.