BVF Inc
- SEC CIK
- 0001056807
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 44
- −7 vs. Q1 2025
- Portfolio value
- $2.80B
- +$345.6M (+14.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 19,751,284 | $932.3M | 33.3% | 00.0% | Unchanged | History |
| KYMRKymera Therapeutics, Inc. | COM | 5,502,710 | $240.1M | 8.6% | +340,909+6.6% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 4,982,384 | $183.3M | 6.5% | 00.0% | Unchanged | History |
| PTGXProtagonist Therapeutics, Inc | COM | 3,211,041 | $177.5M | 6.3% | +636,026+24.7% | Added | History |
| AXSMAxsome Therapeutics, Inc. | COM | 1,690,221 | $176.4M | 6.3% | 00.0% | Unchanged | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 2,761,333 | $140.5M | 5.0% | −35,180−1.3% | Reduced | History |
| GHRSGH Research PLC | ORDINARY SHARES | 8,827,712 | $107.6M | 3.8% | 00.0% | Unchanged | History |
| IONSIonis Pharmaceuticals Inc | COM | 1,913,385 | $75.6M | 2.7% | 00.0% | Unchanged | History |
| XOMAXOMA Royalty Corp | COM NEW | 2,590,303 | $65.3M | 2.3% | −392,723−13.2% | Reduced | History |
| ZYMEZymeworks Inc. | COM | 4,308,935 | $54.1M | 1.9% | 00.0% | Unchanged | History |
| SEPNSepterna, Inc. | COM | 4,396,124 | $46.5M | 1.7% | 00.0% | Unchanged | History |
| CELCCelcuity Inc. | COM | 3,466,000 | $46.3M | 1.7% | 00.0% | Unchanged | History |
| KURAKura Oncology, Inc. | COM | 7,754,129 | $44.7M | 1.6% | 00.0% | Unchanged | History |
| CGEMCullinan Therapeutics, Inc. | COM | 5,750,683 | $43.3M | 1.5% | 00.0% | Unchanged | History |
| ACIUAC Immune SA | SHS | 19,822,436 | $40.2M | 1.4% | 00.0% | Unchanged | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 786,392 | $38.3M | 1.4% | −138,250−15.0% | Reduced | History |
| TYRATyra Biosciences, Inc. | COM | 3,944,194 | $37.7M | 1.3% | 00.0% | Unchanged | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 1,771,417 | $36.7M | 1.3% | 00.0% | Unchanged | History |
| IMCRImmunocore Holdings plc | ADS | 1,024,288 | $32.1M | 1.1% | +1,024,288 | New | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 5,660,132 | $25.5M | 0.9% | 00.0% | Unchanged | History |
| FHTXFoghorn Therapeutics Inc. | COM | 5,302,000 | $24.9M | 0.9% | 00.0% | Unchanged | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 5,295,893 | $22.6M | 0.8% | 00.0% | Unchanged | History |
| CBIOCrescent Biopharma, Inc. | COM | 1,387,863 | $22.4M | 0.8% | +1,387,863 | New | History |
| XNCRXencor Inc | COM | 2,740,141 | $21.5M | 0.8% | 00.0% | Unchanged | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 4,629,289 | $17.2M | 0.6% | +68,000+1.5% | Added | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 6,293,282 | $17.1M | 0.6% | 00.0% | Unchanged | History |
| ANNXAnnexon, Inc. | COM | 7,000,000 | $16.8M | 0.6% | 00.0% | Unchanged | History |
| PVLAPalvella Therapeutics, Inc. | COM | 696,555 | $15.7M | 0.6% | 00.0% | Unchanged | History |
| EPIXESSA Pharma Inc. | COM NEW | 8,748,629 | $14.9M | 0.5% | 00.0% | Unchanged | History |
| RPTXRepare Therapeutics Inc. | COM | 10,333,600 | $14.4M | 0.5% | 00.0% | Unchanged | History |
| VSTMVerastem, Inc. | COM NEW | 3,404,425 | $14.1M | 0.5% | +1,303,957+62.1% | Added | History |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 1,154,692 | $9.24M | 0.3% | +1,154,692 | New | History |
| FBRXForte Biosciences, Inc. | COM NEW | 588,344 | $7.61M | 0.3% | −5,938−1.0% | Reduced | History |
| TCRXTScan Therapeutics, Inc. | COM | 5,226,074 | $7.58M | 0.3% | +336,600+6.9% | Added | History |
| IMAImageneBio, Inc. | COM | 4,006,564 | $5.37M | 0.2% | 00.0% | Unchanged | History |
| IMUXImmunic, Inc. | COM | 7,652,972 | $5.34M | 0.2% | −1,250,000−14.0% | Reduced | History |
| MOLNMolecular Partners AG | ADS | 1,353,968 | $5.19M | 0.2% | 00.0% | Unchanged | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 1,028,049 | $5.13M | 0.2% | −8,630−0.8% | Reduced | History |
| IVAInventiva S.A. | ADS | 686,040 | $2.14M | 0.1% | 00.0% | Unchanged | History |
| TENXTenax Therapeutics, Inc. | COM NEW | 339,549 | $1.98M | 0.1% | 00.0% | Unchanged | History |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 917,826 | $1.61M | 0.1% | 00.0% | Unchanged | History |
| OVIDOvid Therapeutics Inc. | COM | 3,853,818 | $1.27M | <0.1% | 00.0% | Unchanged | History |
| ENGNWenGene Therapeutics Inc. | *W EXP 10/31/202 | 945,402 | $586.1K | <0.1% | 00.0% | Unchanged | History |
| NLS Pharmaceutics LtdH57830137 | COM NEW | 143,676 | $416.7K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2025 (10)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| LKFTLakefront Biotherapeutics NV | SPON ADR | 1,454,422 | $36.5M | 1.5% | History |
| VERVVerve Therapeutics, Inc. | COM | 6,904,050 | $31.6M | 1.3% | History |
| ITOSiTeos Therapeutics, Inc. | COM | 3,075,000 | $18.4M | 0.7% | History |
| RAPTRAPT Therapeutics, Inc. | COM | 9,237,556 | $11.3M | 0.5% | History |
| THRDThird Harmonic Bio, Inc. | COM | 2,372,933 | $8.23M | 0.3% | History |
| VIGLVigil Neuroscience, Inc. | COM | 4,013,633 | $7.14M | 0.3% | History |
| ALLKAllakos Inc. | COM | 16,552,417 | $3.77M | 0.2% | History |
| CTMXCytomX Therapeutics, Inc. | COM | 5,228,461 | $3.32M | 0.1% | History |
| CBIOCrescent Biopharma, Inc. | COM | 9,544,262 | $2.00M | 0.1% | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 59,065 | $1.21M | <0.1% | History |