Southport Management’s BridgeBio Pharma BBIO Stock Holding History

Southport 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
2025 Q4	$574K	Sell	7,500 -2,500	-25%	-$164K	2%	20
2025 Q3	$519K	Sell	10,000 -5,000	-33%	-$244K	2.14%	21
2025 Q2	$648K	Hold	15,000	–	–	3.16%	13
2025 Q1	$519K	Hold	15,000	–	–	2.24%	17
2024 Q4	$412K	Hold	15,000	–	–	1.49%	28
2024 Q3	$382K	Hold	15,000	–	–	1.42%	27
2024 Q2	$380K	Hold	15,000	–	–	1.7%	19
2024 Q1	$464K	Hold	15,000	–	–	1.71%	23
2023 Q4	$606K	Hold	15,000	–	–	2.61%	16
2023 Q3	$396K	Hold	15,000	–	–	2.15%	17
2023 Q2	$258K	Buy	+15,000	New	+$226K	1.41%	24
2021 Q3	–	Sell	-12,000	Closed	-$732K	–	29
2021 Q2	$732K	Hold	12,000	–	–	2.47%	18
2021 Q1	$739K	Buy	+12,000	New	+$785K	2.74%	17

Other funds holding BBIO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

ACM

Aisling Capital Management New York $476M AUM 128.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Southport Management's BBIO Position: Q4 2025 in Review

Southport Management reduced its BridgeBio Pharma (BBIO) stake by 25% in Q4 2025, selling an estimated $164K and leaving 7,500 shares worth $574K. The position accounts for 2% of the portfolio, ranked #20.

Southport Management first reported a position in BBIO in Q1 2021 and has held it in 13 quarters since. The position peaked at $739K in Q1 2021. 432 funds tracked by Wall St. Rank hold BBIO as of Q4 2025.

Southport Management held 7,500 shares of BridgeBio Pharma worth $574K as of Q4 2025.
Southport Management sold 2,500 BridgeBio Pharma shares in Q4 2025, an estimated $164K.
BridgeBio Pharma made up 2% of Southport Management's portfolio in Q4 2025, its #20 holding.
Southport Management first reported a position in BridgeBio Pharma in Q1 2021 and has held it in 13 quarters since.
Southport Management's BridgeBio Pharma position peaked at $739K in Q1 2021.
432 funds tracked by Wall St. Rank held BridgeBio Pharma as of Q4 2025.

Based on Southport Management's 13F filing for Q4 2025, filed 13 Feb 2026.