SECTOR GAMMA AS BMRN — BIOMARIN PHARMACEUTICAL INC COM

Ownership history in SECTOR GAMMA AS  ·  25 quarters on record

AI Ownership Summary

SECTOR GAMMA AS reported BIOMARIN PHARMACEUTICAL INC COM (BMRN) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.91% in 2024 Q4. The latest visible filing shows BMRN at 3.20% 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 BMRN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SECTOR GAMMA AS's position in BIOMARIN PHARMACEUTICAL INC COM, 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

BMRN was reported at 3.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.91% in 2024 Q4

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.

BMRN stock page SECTOR GAMMA AS fund profile SECTOR GAMMA AS full holdings
How SECTOR GAMMA AS held BMRN — position size vs. price
% of Fund (quarterly)    BMRN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 239,918 +41,413 +20.9% 3.20% $13.6M 2026-05-07 $54.12
2025 Q4 ADDED — — — 198,505 +22,653 +12.9% 2.69% $11.8M 2026-02-12 $59.94
2025 Q3 ADDED — — — 175,852 +53,504 +43.7% 2.36% $9.5M 2025-10-31 $53.57
2025 Q2 REDUCED 10.9% -1.7% ✅ 122,348 -15,000 -10.9% 2.20% $6.7M 2025-07-31 $57.85
2025 Q1 REDUCED 36.8% -22.2% ✅ 137,348 -80,000 -36.8% 3.11% $9.7M 2025-05-13 $59.78
2024 Q4 ADDED — — — 217,348 +27,000 +14.2% 4.91% $14.3M 2025-02-11 $63.55
2024 Q3 ADDED — — — 190,348 +127,000 +200.5% 4.06% $13.4M 2024-11-13 $66.66
2024 Q2 REDUCED 22.2% -14.6% ✅ 63,348 -18,068 -22.2% 1.95% $5.2M 2024-08-09 $88.64
2024 Q1 REDUCED 5.6% -6.0% ✅ 81,416 -4,831 -5.6% 2.00% $7.1M 2024-05-08 $81.83
2023 Q4 REDUCED 10.2% -9.7% ✅ 86,247 -9,801 -10.2% 2.02% $8.3M 2024-02-05 $87.72
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BMRN

As of 2026 Q1 — sorted by position size

Jones Hill Capital LP 15.36% Krensavage Asset Management, LLC 3Y 7Y 11.59% BOONE CAPITAL MANAGEMENT LLC 3Y 9.48% Palo Alto Investors LP 3Y 7Y 5.92% Vestal Point Capital, LP 5.65% Eagle Health Investments LP 3Y 5.0% Ishara Investments LP 4.39% Novo Holdings A/S 3Y 7Y 3.02% Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2.45% Sofinnova Investments, Inc. 3Y 7Y 1.68%

FAQ About SECTOR GAMMA AS and BMRN

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

How long has SECTOR GAMMA AS reported owning BMRN?

SECTOR GAMMA AS reported BMRN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BMRN position in SECTOR GAMMA AS's portfolio?

The largest reported portfolio weight for BMRN was 4.91% in 2024 Q4.

What is the latest reported BMRN position on this page?

The most recent filing on this page is 2026 Q1, when SECTOR GAMMA AS reported 239,918 shares, equal to 3.20% of portfolio, with an estimated market value of $13.6M.

What does the chart on this BMRN ownership page compare?

The chart compares SECTOR GAMMA AS's quarterly BMRN 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 SECTOR GAMMA AS time their BMRN position?

Based on 13F filing dates vs. subsequent BMRN price moves, SECTOR GAMMA AS correctly timed 9 out of 24 reported position changes (38%). The annualised alpha on BMRN relative to SPY over the holding period was -8.7%.

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