UOC
BOLD

UBS O'Connor’s Boundless Bio BOLD Stock Holding History

UBS O'Connor’s Portfolio BOLD Stock Details BOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-140,000
Closed -$406K – 486
2024
Q4 		$406K Buy
140,000
+86,832
+163% +$253K 0.01% 298
2024
Q3 		$184K Buy
+53,168
New +$193K ﹤0.01% 391
2024
Q2 		– Sell
-41,650
Closed -$594K – 647
2024
Q1 		$594K Buy
+41,650
New +$594K 0.02% 318

Other funds holding BOLD

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS O'Connor's BOLD Position: Q1 2025 in Review

UBS O'Connor sold out of Boundless Bio (BOLD) in Q1 2025, closing a stake of 140,000 shares — an estimated $406K sold.

UBS O'Connor first reported a position in BOLD in Q1 2024 and held it in 3 quarters. The position peaked at $594K in Q1 2024. 54 funds tracked by Wall St. Rank hold BOLD as of Q1 2025.

  • UBS O'Connor reported no remaining Boundless Bio position as of Q1 2025 after selling out during the quarter.
  • UBS O'Connor sold 140,000 Boundless Bio shares in Q1 2025, an estimated $406K.
  • UBS O'Connor first reported a position in Boundless Bio in Q1 2024 and held it in 3 quarters.
  • UBS O'Connor's Boundless Bio position peaked at $594K in Q1 2024.
  • 54 funds tracked by Wall St. Rank held Boundless Bio as of Q1 2025.

Based on UBS O'Connor's 13F filing for Q1 2025, filed 15 May 2025.