David M. Polen
Polen Capital Management
Polen Capital Management BridgeBio Pharma Inc stake
total: 588
Polen Capital Management BBIO trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 3
- Reduced:
- 1
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 4,002 BridgeBio Pharma Inc (BBIO) shares with a market value of roughly $298.07K accounting for 0.00% of the overall portfolio. To date, the estimated cost basis is nearly $49.99 for "buy" trades and estimated average "sell" price is $74.48. Polen Capital Management first purchased BBIO in 2025 Q2, initially acquiring 35,649 shares. Since the initial investment in BridgeBio Pharma Inc (BBIO), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy BridgeBio Pharma Inc (BBIO)?
Polen Capital Management first invested in BridgeBio Pharma Inc (BBIO) in 2025 Q2 at the reported quarter-end price of $43.18 per share.
What's the cost basis of Polen Capital Management's BBIO stake?
The estimated cost basis for BridgeBio Pharma Inc (BBIO) stake is around $49.99 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $49.99
- Weighted AVG sell price:
- $74.48
Polen Capital Management's historical trades in BridgeBio Pharma Inc
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.00%
|
4,002
|
$74.48
|
$298,069
|
-91.29% (-41,932)
|
-0.02%
|
|
2026 Q1
|
0.02%
|
45,934
|
$74.26
|
$3,411,059
|
+20.12% (+7,693)
|
+0%
|
|
2025 Q4
|
0.01%
|
38,241
|
$76.49
|
$2,925,054
|
+5.74% (+2,077)
|
+0%
|
|
2025 Q3
|
0.01%
|
36,164
|
$51.94
|
$1,878,358
|
+1.44% (+515)
|
+0%
|
|
2025 Q2
|
0.00%
|
35,649
|
$43.18
|
$1,539,324
|
new
|
+0%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.