Livermore

BVF INC/IL

SEC CIK
0001056807

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
44
+3 vs. Q1 2026
Total value
$3.91B
+$771.96M (+24.6%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

BVF INC/IL holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
RVMDREVOLUTION MEDICINES INCCOM2,965,160$555.32M14.20%+108,378+3.8%AddedView
KYMRKYMERA THERAPEUTICS INCCOM3,872,052$444.01M11.35%−1,630,658−29.6%ReducedView
XOMA ROYALTY CORPORATION98419J206COM NEW7,593,303$322.72M8.25%+5,003,000+193.1%Added–
MLTXMOONLAKE IMMUNOTHERAPEUTICSCLASS A ORD16,001,284$311.54M7.97%00.0%UnchangedView
GHRSGH RESEARCH PLCORDINARY SHARES8,650,158$232.52M5.95%00.0%UnchangedView
GPCRSTRUCTURE THERAPEUTICS INCSPONSORED ADS3,366,823$180.7M4.62%−92,535−2.7%ReducedView
NKTRNEKTAR THERAPEUTICSCOM NEW2,391,075$166.92M4.27%−168,520−6.6%ReducedView
MIRMMIRUM PHARMACEUTICALS INCCOM1,056,027$123.63M3.16%−528,700−33.4%ReducedView
XNCRXENCOR INCCOM7,133,720$114.85M2.94%00.0%UnchangedView
ALKSALKERMES PLCSHS2,154,704$112.9M2.89%+154,704+7.7%AddedView
GLUEMONTE ROSA THERAPEUTICS INCCOM4,460,886$107.95M2.76%00.0%UnchangedView
CGEMCULLINAN THERAPEUTICS INCCOM5,750,683$104.72M2.68%00.0%UnchangedView
PVLAPALVELLA THERAPEUTICS INC NECOM672,789$102.82M2.63%−288,200−30.0%ReducedView
ZYMEZYMEWORKS INCCOM3,649,142$95.39M2.44%−85,000−2.3%ReducedView
KURAKURA ONCOLOGY INCCOM8,445,769$92.65M2.37%00.0%UnchangedView
IRONDISC MEDICINE INCCOM1,153,612$84.38M2.16%−118,700−9.3%ReducedView
STOKSTOKE THERAPEUTICS INCCOM2,547,557$83.36M2.13%00.0%UnchangedView
OLMAOLEMA PHARMACEUTICALS INCCOM5,295,893$66.25M1.69%00.0%UnchangedView
ANNXANNEXON INCCOM8,698,173$49.67M1.27%00.0%UnchangedView
CBIOCRESCENT BIOPHARMA INC.COM2,748,763$49.48M1.27%00.0%UnchangedView
ACIUAC IMMUNE SASHS19,822,436$47.18M1.21%00.0%UnchangedView
TYRATYRA BIOSCIENCES INCCOM1,476,196$47.15M1.21%−500,000−25.3%ReducedView
STROSUTRO BIOPHARMA INCCOM SHS1,251,788$41.56M1.06%00.0%UnchangedView
IMCRIMMUNOCORE HLDGS PLCADS1,294,463$41.1M1.05%00.0%UnchangedView
AVTXAVALO THERAPEUTICS INCCOM NEW2,075,545$38.36M0.98%+442,700+27.1%AddedView
FDMT4D MOLECULAR THERAPEUTICS INCOM2,879,289$38.29M0.98%00.0%UnchangedView
QTTBQ32 BIO INCCOM2,350,000$29.94M0.77%+2,350,000NewView
AVRANTERIS TECHNOLOGIES GLOBALCOM3,000,000$29.55M0.76%00.0%UnchangedView
FHTXFOGHORN THERAPEUTICS INCCOM5,842,000$28.51M0.73%00.0%UnchangedView
ABSIABSCI CORPORATIONCOM2,361,674$27.37M0.70%+2,361,674NewView
ELDNELEDON PHARMACEUTICALS INCCOM6,293,282$24.8M0.63%00.0%UnchangedView
IVVDINVIVYD INCCOM28,165,000$24.57M0.63%+8,640,000+44.3%AddedView
SGMTSAGIMET BIOSCIENCES INCCOM SER A2,500,000$19.33M0.49%+2,500,000NewView
OKURONKURE THERAPEUTICS INCCOM CL A3,235,778$14.76M0.38%+1,256,806+63.5%AddedView
IMUXIMMUNIC INCCOM NEW765,295$11.76M0.30%+765,295NewView
XFORX4 PHARMACEUTICALS INCCOM NEW2,233,742$10.43M0.27%00.0%UnchangedView
IMAIMAGENEBIO INCCOM1,110,002$6.55M0.17%00.0%UnchangedView
TCRXTSCAN THERAPEUTICS INCCOM5,564,290$5.45M0.14%00.0%UnchangedView
RACCRESEARCH ALLIANCE CORP IIIORD SHS CL A500,000$5.35M0.14%+500,000NewView
MOLNMOLECULAR PARTNERS AGADS1,353,968$5.15M0.13%00.0%UnchangedView
TENXTENAX THERAPEUTICS INCCOM NEW339,549$4.94M0.13%00.0%UnchangedView
ENTXENTERA BIO LTDSHS2,425,000$4.29M0.11%+2,425,000NewView
IVAINVENTIVA SAADS686,040$2.59M0.07%00.0%UnchangedView
ENGNWEngene Therapeutics Inc W Exp 10/31/202SPAC Combination945,402$274.07K0.01%+945,402NewView

Sold out since Q1 2026 (4)

Positions held at the end of Q1 2026 that are no longer in this filing.

BVF INC/IL positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
CMPXCOMPASS THERAPEUTICS INCCOM7,764,842$41.08M1.31%
SEPNSEPTERNA INCCOM1,353,249$32.52M1.04%
IMUXIMMUNIC INCCOM7,652,972$8.49M0.27%
ENGNWENGENE HOLDINGS INC*W EXP 10/31/202945,402$2.49M0.08%

13F filings by quarter

BVF INC/IL 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 202644$3.91Bvs. Q1 2026SEC
Q1 2026May 15, 202641$3.14Bvs. Q4 2025SEC
Q4 2025Feb 17, 202641$2.97Bvs. Q3 2025SEC
Q3 2025Nov 14, 202546$2.47Bvs. Q2 2025SEC
Q2 2025Aug 14, 202544$2.8Bvs. Q1 2025SEC
Q1 2025May 15, 202551$2.45Bvs. Q4 2024SEC
Q4 2024Feb 14, 202553$2.95Bvs. Q3 2024SEC
Q3 2024Nov 14, 202455$3.42Bvs. Q2 2024SEC
Q2 2024Aug 14, 202460$3.57Bvs. Q1 2024SEC
Q1 2024May 15, 202462$3.64Bvs. Q4 2023SEC
Q4 2023Feb 14, 202470$4Bvs. Q3 2023SEC
Q3 2023Nov 14, 202369$3.71Bvs. Q2 2023SEC
Q2 2023Aug 14, 202367$3.59Bvs. Q1 2023SEC
Q1 2023May 15, 202372$2.74Bvs. Q4 2022SEC
Q4 2022Feb 14, 202378$2.37Bvs. Q3 2022SEC
Q3 2022Nov 14, 202280$2.42Bvs. Q2 2022SEC
Q2 2022Aug 15, 202279$2.07Bvs. Q1 2022SEC
Q1 2022May 16, 202281$2.5Bvs. Q4 2021SEC
Q4 2021Feb 14, 202283$2.76Bvs. Q3 2021SEC
Q3 2021Nov 15, 202175$2.56Bvs. Q2 2021SEC
Q2 2021Aug 16, 202170$2.67Bvs. Q1 2021SEC
Q1 2021May 17, 202167$2.67B–SEC