Stempoint Capital’s Biohaven BHVN Stock Holding History

Stempoint Capital’s Portfolio BHVN Stock Details BHVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.5M	Buy	+1,594,491	New	+$17.4M	2.58%	11
2025 Q4	–	Sell	-1,017,311	Closed	-$15.3M	–	88
2025 Q3	$15.3M	Buy	1,017,311 +842,557	+482%	+$12.3M	3.06%	9
2025 Q2	$2.47M	Sell	174,754 -75,810	-30%	-$1.35M	0.79%	35
2025 Q1	$6.02M	Buy	250,564 +64,151	+34%	+$2.26M	1.92%	22
2024 Q4	$6.96M	Sell	186,413 -30,027	-14%	-$1.4M	1.74%	24
2024 Q3	$10.8M	Sell	216,440 -16,815	-7%	-$654K	3.24%	10
2024 Q2	$8.1M	Buy	233,255 +149,794	+179%	+$5.92M	2.38%	16
2024 Q1	$4.56M	Sell	83,461 -27,893	-25%	-$1.38M	1.21%	25
2023 Q4	$4.77M	Buy	+111,354	New	+$3.46M	1.27%	27

Other funds holding BHVN

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

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

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

IAM

Infinitum Asset Management Fort Lauderdale, Florida $801M AUM 8.83% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

RPSM

Royalty Pharma Sub-Manager New York $173M AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Stempoint Capital's BHVN Position: Q1 2026 in Review

Stempoint Capital opened a new position in Biohaven (BHVN) in Q1 2026: 1,594,491 shares worth $13.5M. The stake represents 2.58% of the portfolio and ranks #11 among its holdings. This is a return to the name: Stempoint Capital previously reported a position in BHVN as recently as Q3 2025.

Stempoint Capital first reported a position in BHVN in Q4 2023 and has held it in 9 quarters since. The position peaked at $15.3M in Q3 2025. 275 funds tracked by Wall St. Rank hold BHVN as of Q1 2026.

Stempoint Capital held 1,594,491 shares of Biohaven worth $13.5M as of Q1 2026.
Biohaven was a new Stempoint Capital position in Q1 2026.
Biohaven made up 2.58% of Stempoint Capital's portfolio in Q1 2026, its #11 holding.
Stempoint Capital first reported a position in Biohaven in Q4 2023 and has held it in 9 quarters since.
Stempoint Capital's Biohaven position peaked at $15.3M in Q3 2025.
275 funds tracked by Wall St. Rank held Biohaven as of Q1 2026.

Based on Stempoint Capital's 13F filing for Q1 2026, filed 15 May 2026.