BVF Inc
- SEC CIK
- 0001056807
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 51
- −2 vs. Q4 2024
- Portfolio value
- $2.45B
- −$497.1M (−16.8%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 19,751,284 | $771.7M | 31.5% | 00.0% | Unchanged | History |
| AXSMAxsome Therapeutics, Inc. | COM | 1,690,221 | $197.1M | 8.0% | +302,157+21.8% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 4,982,384 | $176.2M | 7.2% | +801,205+19.2% | Added | History |
| KYMRKymera Therapeutics, Inc. | COM | 5,161,801 | $141.3M | 5.8% | 00.0% | Unchanged | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 2,796,513 | $126.0M | 5.1% | 00.0% | Unchanged | History |
| PTGXProtagonist Therapeutics, Inc | COM | 2,575,015 | $124.5M | 5.1% | +675,000+35.5% | Added | History |
| GHRSGH Research PLC | ORDINARY SHARES | 8,827,712 | $97.4M | 4.0% | −1,572,446−15.1% | Reduced | History |
| XOMAXOMA Royalty Corp | COM NEW | 2,983,026 | $59.5M | 2.4% | −650,717−17.9% | Reduced | History |
| IONSIonis Pharmaceuticals Inc | COM | 1,913,385 | $57.7M | 2.4% | +1,913,385 | New | History |
| ZYMEZymeworks Inc. | COM | 4,308,935 | $51.3M | 2.1% | 00.0% | Unchanged | History |
| KURAKura Oncology, Inc. | COM | 7,754,129 | $51.2M | 2.1% | +5,186,660+202.0% | Added | History |
| CGEMCullinan Therapeutics, Inc. | COM | 5,750,683 | $43.5M | 1.8% | 00.0% | Unchanged | History |
| ACIUAC Immune SA | SHS | 19,822,436 | $37.1M | 1.5% | +300,000+1.5% | Added | History |
| TYRATyra Biosciences, Inc. | COM | 3,944,194 | $36.7M | 1.5% | 00.0% | Unchanged | History |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 1,454,422 | $36.5M | 1.5% | −115,000−7.3% | Reduced | History |
| CELCCelcuity Inc. | COM | 3,466,000 | $35.0M | 1.4% | 00.0% | Unchanged | History |
| VERVVerve Therapeutics, Inc. | COM | 6,904,050 | $31.6M | 1.3% | 00.0% | Unchanged | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 1,771,417 | $30.7M | 1.2% | 00.0% | Unchanged | History |
| XNCRXencor Inc | COM | 2,740,141 | $29.2M | 1.2% | +451,381+19.7% | Added | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 5,660,132 | $26.3M | 1.1% | +2,895,661+104.7% | Added | History |
| SEPNSepterna, Inc. | COM | 4,396,124 | $25.5M | 1.0% | +1,944,100+79.3% | Added | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 6,293,282 | $21.3M | 0.9% | 00.0% | Unchanged | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 924,642 | $19.9M | 0.8% | −168,154−15.4% | Reduced | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 5,295,893 | $19.9M | 0.8% | −420,000−7.3% | Reduced | History |
| PVLAPalvella Therapeutics, Inc. | COM | 696,555 | $19.5M | 0.8% | 00.0% | Unchanged | History |
| FHTXFoghorn Therapeutics Inc. | COM | 5,302,000 | $19.4M | 0.8% | 00.0% | Unchanged | History |
| ITOSiTeos Therapeutics, Inc. | COM | 3,075,000 | $18.4M | 0.7% | +750,000+32.3% | Added | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 4,561,289 | $14.7M | 0.6% | +1,890,647+70.8% | Added | History |
| EPIXESSA Pharma Inc. | COM NEW | 8,748,629 | $13.8M | 0.6% | 00.0% | Unchanged | History |
| ANNXAnnexon, Inc. | COM | 7,000,000 | $13.5M | 0.6% | 00.0% | Unchanged | History |
| VSTMVerastem, Inc. | COM NEW | 2,100,468 | $12.7M | 0.5% | 00.0% | Unchanged | History |
| RAPTRAPT Therapeutics, Inc. | COM | 9,237,556 | $11.3M | 0.5% | 00.0% | Unchanged | History |
| RPTXRepare Therapeutics Inc. | COM | 10,333,600 | $10.2M | 0.4% | 00.0% | Unchanged | History |
| IMUXImmunic, Inc. | COM | 8,902,972 | $9.70M | 0.4% | 00.0% | Unchanged | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 1,036,679 | $8.30M | 0.3% | 00.0% | Unchanged | History |
| THRDThird Harmonic Bio, Inc. | COM | 2,372,933 | $8.23M | 0.3% | 00.0% | Unchanged | History |
| VIGLVigil Neuroscience, Inc. | COM | 4,013,633 | $7.14M | 0.3% | +2,200,000+121.3% | Added | History |
| TCRXTScan Therapeutics, Inc. | COM | 4,889,474 | $6.75M | 0.3% | +1,900,000+63.6% | Added | History |
| MOLNMolecular Partners AG | ADS | 1,353,968 | $5.51M | 0.2% | 00.0% | Unchanged | History |
| IMAImageneBio, Inc. | COM | 4,006,564 | $5.13M | 0.2% | 00.0% | Unchanged | History |
| FBRXForte Biosciences, Inc. | COM NEW | 594,282 | $4.61M | 0.2% | 00.0% | Unchanged | History |
| ALLKAllakos Inc. | COM | 16,552,417 | $3.77M | 0.2% | 00.0% | Unchanged | History |
| CTMXCytomX Therapeutics, Inc. | COM | 5,228,461 | $3.32M | 0.1% | 00.0% | Unchanged | History |
| TENXTenax Therapeutics, Inc. | COM NEW | 339,549 | $2.22M | 0.1% | 00.0% | Unchanged | History |
| IVAInventiva S.A. | ADS | 686,040 | $2.06M | 0.1% | 00.0% | Unchanged | History |
| CBIOCrescent Biopharma, Inc. | COM | 9,544,262 | $2.00M | 0.1% | 00.0% | Unchanged | History |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 917,826 | $1.24M | 0.1% | 00.0% | Unchanged | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 59,065 | $1.21M | <0.1% | +59,065 | New | History |
| OVIDOvid Therapeutics Inc. | COM | 3,853,818 | $1.20M | <0.1% | 00.0% | Unchanged | History |
| ENGNWenGene Therapeutics Inc. | *W EXP 10/31/202 | 945,402 | $605.1K | <0.1% | 00.0% | Unchanged | History |
| NLS Pharmaceutics LtdH57830137 | COM NEW | 143,676 | $221.3K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2024 (4)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| AGIOAgios Pharmaceuticals, Inc. | COM | 1,073,755 | $35.3M | 1.2% | History |
| ETNB89bio, Inc. | COM | 4,333,885 | $33.9M | 1.1% | History |
| ENGNenGene Therapeutics Inc. | COM | 2,106,037 | $14.0M | 0.5% | History |
| ELEVElevation Acquisition Group Inc. | COM | 2,966,836 | $1.67M | 0.1% | History |