Knott David M Jr BBIO Bridgebio Pharma, Inc.

Ownership history in Knott David M Jr  ·  11 quarters on record

AI Ownership Summary

Knott David M Jr reported Bridgebio Pharma, Inc. (BBIO) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.98% in 2026 Q1. The latest visible filing shows BBIO at 3.98% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BBIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Knott David M Jr's position in Bridgebio Pharma, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BBIO was reported at 3.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.98% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Knott David M Jr held BBIO — position size vs. price
% of Fund (quarterly)    BBIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 90,000 +5,000 +5.9% 3.98% $6.7M 2026-05-14 $69.66
2025 Q4 UNCHANGED 85,000 0% 3.01% $6.5M 2026-02-12 $76.06
2025 Q3 ADDED 85,000 +5,000 +6.2% 1.78% $4.4M 2025-11-12 $66.22
2025 Q2 ADDED 80,000 +59,000 +281.0% 1.57% $3.5M 2025-08-11 $48.24
2024 Q2 ADDED 21,000 +5,000 +31.2% 0.21% $532K 2024-08-12 $24.06
2024 Q1 ADDED 16,000 +4,000 +33.3% 0.18% $495K 2024-05-14 $28.95
2023 Q4 ADDED 12,000 +3,000 +33.3% 0.18% $484K 2024-02-13 $33.57
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Knott David M Jr and BBIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Knott David M Jr reported owning BBIO?

Knott David M Jr reported BBIO across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BBIO position in Knott David M Jr's portfolio?

The largest reported portfolio weight for BBIO was 3.98% in 2026 Q1.

What is the latest reported BBIO position on this page?

The most recent filing on this page is 2026 Q1, when Knott David M Jr reported 90,000 shares, equal to 3.98% of portfolio, with an estimated market value of $6.7M.

What does the chart on this BBIO ownership page compare?

The chart compares Knott David M Jr's quarterly BBIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Knott David M Jr time their BBIO position?

Based on 13F filing dates vs. subsequent BBIO price moves, Knott David M Jr correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on BBIO relative to SPY over the holding period was +14.9%.

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