BVF Inc
- SEC CIK
- 0001056807
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 41
- −5 vs. Q3 2025
- Portfolio value
- $2.97B
- +$503.8M (+20.4%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KYMRKymera Therapeutics, Inc. | COM | 5,502,710 | $428.2M | 14.4% | 00.0% | Unchanged | History |
| RVMDRevolution Medicines, Inc. | COM | 3,356,782 | $267.4M | 9.0% | −618,131−15.6% | Reduced | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 19,751,284 | $260.3M | 8.8% | 00.0% | Unchanged | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 3,479,022 | $242.0M | 8.1% | +275,105+8.6% | Added | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 5,295,893 | $132.4M | 4.5% | 00.0% | Unchanged | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 1,495,290 | $118.1M | 4.0% | 00.0% | Unchanged | History |
| GHRSGH Research PLC | ORDINARY SHARES | 8,827,712 | $112.1M | 3.8% | 00.0% | Unchanged | History |
| XNCRXencor Inc | COM | 7,133,720 | $109.2M | 3.7% | +4,393,579+160.3% | Added | History |
| ZYMEZymeworks Inc. | COM | 3,938,641 | $103.7M | 3.5% | 00.0% | Unchanged | History |
| PVLAPalvella Therapeutics, Inc. | COM | 879,009 | $92.0M | 3.1% | −282,240−24.3% | Reduced | History |
| KURAKura Oncology, Inc. | COM | 8,617,162 | $89.5M | 3.0% | 00.0% | Unchanged | History |
| STOKStoke Therapeutics, Inc. | COM | 2,265,674 | $71.9M | 2.4% | +608,578+36.7% | Added | History |
| XOMAXOMA Royalty Corp | COM NEW | 2,590,303 | $68.9M | 2.3% | 00.0% | Unchanged | History |
| ABVXAbivax S.A. | SPONSORED ADS | 508,031 | $68.5M | 2.3% | −50,000−9.0% | Reduced | History |
| NKTRNektar Therapeutics | COM NEW | 1,559,595 | $65.9M | 2.2% | +283,000+22.2% | Added | History |
| ACIUAC Immune SA | SHS | 19,822,436 | $62.2M | 2.1% | 00.0% | Unchanged | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 3,835,886 | $60.1M | 2.0% | −1,824,246−32.2% | Reduced | History |
| CGEMCullinan Therapeutics, Inc. | COM | 5,750,683 | $59.5M | 2.0% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 2,127,665 | $55.9M | 1.9% | −1,522,129−41.7% | Reduced | History |
| IRONDisc Medicine, Inc. | COM | 650,000 | $51.6M | 1.7% | +650,000 | New | History |
| IMCRImmunocore Holdings plc | ADS | 1,488,975 | $50.3M | 1.7% | −85,313−5.4% | Reduced | History |
| IVVDInvivyd, Inc. | COM | 19,525,000 | $48.2M | 1.6% | +19,525,000 | New | History |
| SEPNSepterna, Inc. | COM | 1,720,782 | $48.0M | 1.6% | −2,295,008−57.1% | Reduced | History |
| ANNXAnnexon, Inc. | COM | 9,128,080 | $45.8M | 1.5% | +2,128,080+30.4% | Added | History |
| CMPXCompass Therapeutics, Inc. | COM | 7,764,842 | $41.7M | 1.4% | +3,014,842+63.5% | Added | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 4,629,289 | $34.7M | 1.2% | 00.0% | Unchanged | History |
| CBIOCrescent Biopharma, Inc. | COM | 2,748,763 | $32.6M | 1.1% | +1,360,900+98.1% | Added | History |
| FHTXFoghorn Therapeutics Inc. | COM | 5,302,000 | $28.6M | 1.0% | 00.0% | Unchanged | History |
| RPTXRepare Therapeutics Inc. | COM | 10,333,600 | $26.9M | 0.9% | 00.0% | Unchanged | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 1,355,257 | $24.6M | 0.8% | +10.0% | Added | History |
| PEPGPepGen Inc. | COM | 1,915,000 | $12.5M | 0.4% | 00.0% | Unchanged | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 6,293,282 | $9.50M | 0.3% | 00.0% | Unchanged | History |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 2,233,742 | $8.93M | 0.3% | 00.0% | Unchanged | History |
| AXSMAxsome Therapeutics, Inc. | COM | 45,757 | $8.36M | 0.3% | −441,000−90.6% | Reduced | History |
| MOLNMolecular Partners AG | ADS | 1,353,968 | $5.82M | 0.2% | 00.0% | Unchanged | History |
| IMAImageneBio, Inc. | COM | 802,102 | $5.53M | 0.2% | 00.0% | Unchanged | History |
| TCRXTScan Therapeutics, Inc. | COM | 5,226,074 | $5.23M | 0.2% | 00.0% | Unchanged | History |
| TENXTenax Therapeutics, Inc. | COM NEW | 339,549 | $4.14M | 0.1% | 00.0% | Unchanged | History |
| IMUXImmunic, Inc. | COM | 7,652,972 | $4.08M | 0.1% | 00.0% | Unchanged | History |
| IVAInventiva S.A. | ADS | 686,040 | $3.19M | 0.1% | 00.0% | Unchanged | History |
| ENGNWenGene Therapeutics Inc. | *W EXP 10/31/202 | 945,402 | $2.40M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (7)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| PTGXProtagonist Therapeutics, Inc | COM | 2,560,916 | $170.1M | 6.9% | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 1,414,165 | $135.4M | 5.5% | History |
| CELCCelcuity Inc. | COM | 658,421 | $32.5M | 1.3% | History |
| EPIXESSA Pharma Inc. | COM NEW | 11,668,473 | $2.23M | 0.1% | History |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 932,697 | $1.87M | 0.1% | History |
| FBRXForte Biosciences, Inc. | COM NEW | 65,350 | $980.3K | <0.1% | History |
| NLS Pharmaceutics LtdH57830137 | COM NEW | 143,676 | $262.9K | <0.1% | – |