BillionToOne Stock at $89: Why a New $19.1 Million Position Could Matter Now

11 hours ago 1

Jonathan Ponciano, The Motley Fool

Sat, February 14, 2026 astatine 11:09 AM CST 3 min read

On February 13, 2026, Singapore-based Napean Trading & Investment disclosed a caller presumption successful BillionToOne (NASDAQ:BLLN), acquiring 233,333 shares successful a transaction valued astatine $19,095,973, according to an SEC filing.

According to a SEC filing dated February 13, 2026, Napean Trading & Investment initiated a caller presumption successful BillionToOne, acquiring 233,333 shares. The transaction was valued astatine $19,095,973.

This is simply a caller position; the post-trade involvement accounts for 3.71% of the fund’s reportable U.S. equity assets nether absorption (AUM)
Top holdings aft the filing:
- NASDAQ: HOOD: $118.73 cardinal (23.1% of AUM)
- NASDAQ: NAVN: $100.33 cardinal (19.5% of AUM)
- NASDAQ: AVGO: $21.08 cardinal (4.1% of AUM)
- NASDAQ: BLLN: $19.10 cardinal (3.7% of AUM)
- NASDAQ: LRCX: $18.07 cardinal (3.5% of AUM)
As of February 13, 2026, shares of BillionToOne were priced astatine $88.61, up 48% from their November IPO terms of $60.

Metric

Value

Price (as of marketplace adjacent February 13, 2026)	$88.61
Market capitalization	$4.06 billion
Revenue (TTM)	$254.14 million
Net income (TTM)	($14.20 million)

BillionToOne, Inc. offers precision molecular diagnostics, including UNITY Complete (non-invasive prenatal screening), Northstar Select (liquid biopsy for tumor mutation profiling), and Northstar Response (cancer load monitoring).
The institution generates gross by providing precocious molecular investigating services to healthcare providers and laboratories, leveraging proprietary molecular counting exertion for high-sensitivity DNA analysis.
Primary customers see hospitals, clinics, and probe institutions focused connected prenatal attraction and oncology diagnostics.

BillionToOne, Inc. is simply a healthcare diagnostics institution specializing successful molecular counting exertion for single-molecule DNA detection. With a absorption connected non-invasive prenatal investigating and oncology liquid biopsy solutions, the institution enables earlier and much close illness detection. Its differentiated level and expanding trial paper presumption it to code captious needs successful precision medicine and objective diagnostics.

This astir $19.1 cardinal presumption successful BillionToOne instantly makes it a meaningful allocation astatine 3.71% of assets, placing it alongside larger tech bets similar a $118.73 cardinal involvement successful Robinhood and a $100.33 cardinal presumption successful Navan. In different words, this is not a toe-dip.

The timing is notable. Shares beryllium astatine $88.61, up 48% from the $60 IPO price, and the institution conscionable reiterated 2025 gross guidance of $293 cardinal to $299 cardinal portion guiding to $415 cardinal to $430 cardinal successful 2026 revenue, implying 40% to 45% maturation astatine the midpoint. Management besides expects affirmative GAAP operating income successful some 2025 and 2026, uncommon aerial for a precocious nationalist diagnostics platform.

For semipermanent investors, the cardinal question is durability. BillionToOne is scaling high-sensitivity prenatal and oncology tests built connected its proprietary molecular counting platform. If gross maturation holds adjacent guidance and profitability sticks, valuation tin expand. If objective adoption stalls, momentum tin unwind quickly.

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