TwinBeech Capital’s Biohaven BHVN Stock Holding History

TwinBeech 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	$393K	Buy	46,400 +34,700	+297%	+$380K	0.04%	396
2025 Q4	$132K	Buy	+11,700	New	+$145K	0.01%	552
2025 Q3	–	Sell	-136,155	Closed	-$1.92M	–	576
2025 Q2	$1.92M	Buy	+136,155	New	+$2.43M	0.04%	328
2024 Q2	–	Sell	-13,669	Closed	-$748K	–	539
2024 Q1	$748K	Buy	+13,669	New	+$677K	0.02%	440

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

TwinBeech Capital's BHVN Position: Q1 2026 in Review

TwinBeech Capital increased its Biohaven (BHVN) stake by 297% in Q1 2026, buying an estimated $380K and bringing the position to 46,400 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #396.

TwinBeech Capital first reported a position in BHVN in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.92M in Q2 2025. 275 funds tracked by Wall St. Rank hold BHVN as of Q1 2026.

TwinBeech Capital held 46,400 shares of Biohaven worth $393K as of Q1 2026.
TwinBeech Capital bought 34,700 Biohaven shares in Q1 2026, an estimated $380K.
Biohaven made up 0.04% of TwinBeech Capital's portfolio in Q1 2026, its #396 holding.
TwinBeech Capital first reported a position in Biohaven in Q1 2024 and has held it in 4 quarters since.
TwinBeech Capital's Biohaven position peaked at $1.92M in Q2 2025.
275 funds tracked by Wall St. Rank held Biohaven as of Q1 2026.

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