BIIB Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Letter
2025 Q1	May 5, 2025	Protean Small Cap	2.5%	-	2EX SS, BIIB, GETIB SS, ITAB SS, LINDEX FH, LRCX, RATOB SS	-		View
2024 Q1	Apr 27, 2024	Parnassus Value Equity Fund	7.3%	13.7%	BIIB, CMI, FIS, GILD, INTC, MU, PGR, SPGI	-		View
2024 Q1	Apr 25, 2024	Patient Capital Management	5.6%	15.8%	BIIB, C, EXPE, META, NVDA, PTON, SOFI	-		View
2024 Q4	Dec 31, 2024	ClearBridge Investments All Cap Growth	-	-	BIIB, CMCSA, CMG, ICLR	-		View
2024 Q4	Dec 31, 2024	Parnassus Value Equity Fund	-1.5%	12.0%	ABNB, ALGN, AMAT, AMZN, AVGO, AZN, BALL, BAX, BIIB, BK, DHI, DIS, FIS, GOOG, GPN, INTL, MU, NICE, NTR, NVO, ORCL, PGR, SCHW, TSM, V	-		View
2024 Q2	Nov 7, 2022	Patient Capital Management	5.6%	15.8%	BIIB, DAL, EVRI, EXPE, IAC, KOS, NCLH, NVDA	-		View
2024 Q3	Oct 28, 2024	Parnassus Value Equity Fund	7.3%	13.7%	AMZN, AXP, BIIB, BK, CBRE, CHTR, DHI, GOOG, INTC, MU, ORCL, PGR, SCHW, UNH	-		View
2025 Q4	Jan 15, 2026	Alger Mid Cap Focus Fund	-3.4%	15.0%	APH, BIIB, CVNA, FIX, FTI, NET, NTRA, RGEN	growth, healthcare, industrials, mid cap, technology	The letter emphasizes mid-cap growth investing driven by fundamental research and accelerating earnings momentum as market participation broadens beyond mega caps. AI-related capex, digitization, and productivity gains are cited as key secular tailwinds supporting revenue growth across industrials, healthcare, and technology. Growth is positioned to benefit as earnings durability, not valuation expansion, increasingly drives returns.	View
2022 Q3	Feb 11, 2022	ClearBridge Investments All Cap Growth	0.0%	0.0%	BIIB, CMCSA, FIS, META, PATH, TEAM	-		View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of BIIB

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

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