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BLLN

Health Care, filed as BILLIONTOONE INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 2 Owners
  • Max 0.1%
  • $91M
  • 1 new 1 exit 1 small

In 2026 Q2 Polen Capital Management opened a position in BLLN, while George Soros sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Ron Baron, Bamco Inc. (Baron Capital)). Not free-float ownership.

  1. Ron Baron Add 0.13%
  2. Polen Capital Management New 0.02%

Who owns BLLN

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 0.13% Small add +0.1% 742,093 $89M History
Polen Capital Management 0.02% New 0.02% 16,975 $2M History
George Soros, Soros Fund Management exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 14,500 $1.1M History

2 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by BLLN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All BLLN insider trades
  • $3.2M bought by 6 insiders
  • None no sales outside a trading plan
  • $51.3M sold by 6 insiders under 10b5-1 plans
  1. Oguzhan Atay CEO
    Planned sale
    $1.1M 11,000 shares at $99.14
    Traded Oct 14–15 Filed Oct 16
    ↗
  2. Oguzhan Atay CEO
    Planned sale
    $1.8M 19,334 shares at $94.31
    Traded Oct 12 Filed Oct 14
    ↗
  3. David Tsao Chief Technology Officer
    Planned sale
    $2.2M 20,000 shares at $108.15 95% of stake
    Traded Oct 5 Filed Oct 7
    ↗
  4. Bosch John Roderick Ten SVP of Laboratory Operations
    Planned sale
    $298K 2,834 shares at $105.15 13% of stake
    Traded Oct 5 Filed Oct 7
    ↗
  5. Oguzhan Atay CEO
    Planned sale
    $1.3M 10,999 shares at $120.64
    Traded Sep 28 Filed Sep 30
    ↗
  6. David Tsao Chief Technology Officer
    Planned sale
    $417K 3,333 shares at $125.00 77% of stake
    Traded Sep 24 Filed Sep 28
    ↗
  7. Bosch John Roderick Ten SVP of Laboratory Operations
    Planned sale
    $170K 1,416 shares at $120.00 6% of stake
    Traded Sep 24 Filed Sep 28
    ↗
  8. Bosch John Roderick Ten SVP of Laboratory Operations
    Planned sale
    $151K 1,416 shares at $106.61 5.7% of stake
    Traded Sep 21 Filed Sep 23
    ↗
  9. Thomas P. Lynch See Remarks
    Planned sale
    $3.9M 35,112 shares at $110.33 98% of stake
    Traded Sep 17 Filed Sep 21
    ↗
  10. Oguzhan Atay CEO
    Planned sale
    $3M 30,331 shares at $99.91
    Traded Sep 14 Filed Sep 16
    ↗
  11. David Tsao Chief Technology Officer
    Planned sale
    $2M 20,000 shares at $98.77 95% of stake
    Traded Sep 9 Filed Sep 11
    ↗
  12. Bosch John Roderick Ten SVP of Laboratory Operations
    Planned sale
    $138K 1,416 shares at $97.54 5.4% of stake
    Traded Sep 9 Filed Sep 11
    ↗
  13. Thomas P. Lynch See Remarks
    Planned sale
    $2M 20,000 shares at $99.99 97% of stake
    Traded Sep 8 Filed Sep 10
    ↗
  14. David Tsao Chief Technology Officer
    Planned sale
    $1M 10,000 shares at $100.00 91% of stake
    Traded Aug 25 Filed Aug 27
    ↗
  15. Bosch John Roderick Ten SVP of Laboratory Operations
    Planned sale
    $142K 1,417 shares at $100.00 5.1% of stake
    Traded Aug 25 Filed Aug 27
    ↗

Also filed in the last 12 months, not counted as buying or selling: 142 other transactions, 41 option exercises, 30 conversions, 10 stock grants, and 4 gifts.

SEC filings

Recent issuer filings from EDGAR, 3 shown.

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 1.01,2.03,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2025
Revenue $305.11M
Gross profit $208.46M
Gross margin * 68.3%
Net income $7.45M
Net margin * 2.4%

Balance sheet

Metric FY2025
Total current assets $560.56M
Total non-current assets * $72.1M
Total assets $632.65M
Total current liabilities $47.96M
Total non-current liabilities * $104.59M
Total equity $480.1M

Cash flow

Metric FY2025
Cash from operations $24.6M
Cash from investing -$8.92M
Cash from financing $288.82M
Net change in cash $304.5M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.