Vestal Point Capital’s BioMarin Pharmaceuticals BMRN Stock Holding History

Vestal Point Capital’s Portfolio BMRN Stock Details BMRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$345M	Buy	6,025,000 +2,450,000	+69%	+$134M	8.06%	1
2026 Q1	$202M	Buy	3,575,000 +575,000	+19%	+$33.5M	5.65%	2
2025 Q4	$178M	Buy	3,000,000 +2,170,000	+261%	+$118M	6.06%	5
2025 Q3	$45M	Buy	830,000 +330,000	+66%	+$18.9M	2.03%	16
2025 Q2	$27.5M	Buy	+500,000	New	+$29.4M	1.45%	23
2025 Q1	–	Sell	-860,000	Closed	-$56.5M	–	68
2024 Q4	$56.5M	Buy	860,000 +460,000	+115%	+$30.8M	3.35%	7
2024 Q3	$28.1M	Buy	+400,000	New	+$33.4M	2.13%	17
2024 Q2	–	Sell	-175,000	Closed	-$15.3M	–	67
2024 Q1	$15.3M	Buy	+175,000	New	+$15.7M	1.26%	20

Other funds holding BMRN

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vestal Point Capital's BMRN Position: Q2 2026 in Review

Vestal Point Capital increased its BioMarin Pharmaceuticals (BMRN) stake by 69% in Q2 2026, buying an estimated $134M and bringing the position to 6,025,000 shares worth $345M. The position accounts for 8.06% of the portfolio, ranked #1.

Vestal Point Capital first reported a position in BMRN in Q1 2024 and has held it in 8 quarters since. 565 funds tracked by Wall St. Rank hold BMRN as of Q2 2026.

Vestal Point Capital held 6,025,000 shares of BioMarin Pharmaceuticals worth $345M as of Q2 2026.
Vestal Point Capital bought 2,450,000 BioMarin Pharmaceuticals shares in Q2 2026, an estimated $134M.
BioMarin Pharmaceuticals made up 8.06% of Vestal Point Capital's portfolio in Q2 2026, its #1 holding.
Vestal Point Capital first reported a position in BioMarin Pharmaceuticals in Q1 2024 and has held it in 8 quarters since.
565 funds tracked by Wall St. Rank held BioMarin Pharmaceuticals as of Q2 2026.

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