Follow-The-Filings

Security

Bridgebio Oncology Therapeut · COM NEW

Equity holders as of 2026 Q1 (each manager’s latest book)

3 owners 1 new max 0.1% (David Witzke - Avidity Pa...)

owners 3
max % 0.1%
tracked value $11M
qoq N 1 A 1

Conviction

Largest portfolio weights among featured holders · not free-float ownership

  1. David Witzke 0.08%
  2. James Silverman 0.06%

holders

sorted by % of portfolio · long equity only

history
David Witzke - Avidity Partners Management LP 2026 Q1 0.08% 43,853 $392 hist
James Silverman - Opaleye Management Inc. 2026 Q1 0.06% New 0.1% 53,282 $477 hist
Vanguard Group Inc. 2025 Q4 stale 0% Add +22.2% 791,095 $10M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2024 FY2025
Revenue
Gross profit
Gross margin
Net income $7.6M -$134.04M
Net margin

Balance sheet

Metric FY2024 FY2025
Total current assets $1.95M $432.4M
Total non-current assets * $192.47M $15.98M
Total assets $194.42M $448.38M
Total current liabilities $187,515 $35.04M
Total non-current liabilities * $5.52M $2.24M
Total equity -$3.73M $411.1M

Cash flow

Metric FY2024 FY2025
Cash from operations -$763,820 -$113.89M
Cash from investing -$184M $73.33M
Cash from financing $186.46M $383.4M
Net change in cash * $1.7M $342.84M

ownership over time

filing count by report period · click a bar for that quarter’s holders