InvestorLens

BDTX — BLACK DIAMOND THERAPEUTICS I

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying BDTX?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong distribution · 0 buying vs 3 selling last quarter
2
Macro Tailwind
Macro conditions are mixed for this sector
55
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their BDTX position last quarter, 0 bought and 3 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime).

Supporting evidence
  • +1 tracked investors reported holding BDTX at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (1 reduced, 2 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About BLACK DIAMOND THERAPEUTICS I (BDTX)

BLACK DIAMOND THERAPEUTICS I (BDTX) appears in the most recent 13F filings of 1 tracked institutional investor. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $5M. Across recent filings, tracked investors recorded 4 new positions, 5 increased, 6 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in BDTX

47
/100
Mixed Activity
Added / Increased9
Reduced6
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track BDTX

7
/100
Undiscovered
1investor

Only 1 tracked investor report this position.

UndiscoveredCrowded
151015+

BDTX Ownership Composition

How BLACK DIAMOND THERAPEUTICS I is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
100% of tracked value
Institutions
1
tracked investors
Total Reported
$279.4K
combined 13F value
Types1
  • Multi-Strategy / Quant100.0%
Multi-Strategy / Quant(1)
100.0%

Tracked investors currently reporting BDTX

2 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    151K
    Value
    $279.4K
    % Portfolio
    0.00%

Previously held BDTX

These investors reported BDTX in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Izzy EnglanderMillennium Management135K$287.5KMar 31, 2026
Steve CohenPoint72 Asset Management101K$215.1KMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold BDTX?
1 tracked institutional investor disclosed a position in BDTX (BLACK DIAMOND THERAPEUTICS I) in their most recent 13F filing.
Who is the largest institutional holder of BDTX?
Izzy Englander, Millennium Management, holds the largest disclosed position in BDTX, valued at $5M.
Did institutional ownership of BDTX increase or decrease?
Across recent 13F filings, tracked investors recorded 4 new positions, 5 increased, 6 reduced, and 4 fully exited BDTX.
Where does this BDTX ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.