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 Q2	–	Sell	-46,400	Closed	-$393K	–	396
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

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

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

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

IAM

Infinitum Asset Management Fort Lauderdale, Florida $983M AUM 26.53% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

TwinBeech Capital's BHVN Position: Q2 2026 in Review

TwinBeech Capital sold out of Biohaven (BHVN) in Q2 2026, closing a stake of 46,400 shares — an estimated $393K sold.

TwinBeech Capital first reported a position in BHVN in Q1 2024 and held it in 4 quarters. The position peaked at $1.92M in Q2 2025. 296 funds tracked by Wall St. Rank hold BHVN as of Q2 2026.

TwinBeech Capital reported no remaining Biohaven position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 46,400 Biohaven shares in Q2 2026, an estimated $393K.
TwinBeech Capital first reported a position in Biohaven in Q1 2024 and held it in 4 quarters.
TwinBeech Capital's Biohaven position peaked at $1.92M in Q2 2025.
296 funds tracked by Wall St. Rank held Biohaven as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.