BVF Inc
- SEC CIK
- 0001056807
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 41
- 0 vs. Q4 2025
- Portfolio value
- $3.14B
- +$168.3M (+5.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KYMRKymera Therapeutics, Inc. | COM | 5,502,710 | $458.3M | 14.6% | 00.0% | Unchanged | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 16,001,284 | $298.3M | 9.5% | −3,750,000−19.0% | Reduced | History |
| RVMDRevolution Medicines, Inc. | COM | 2,856,782 | $277.8M | 8.9% | −500,000−14.9% | Reduced | History |
| NKTRNektar Therapeutics | COM NEW | 2,559,595 | $184.2M | 5.9% | +1,000,000+64.1% | Added | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 3,459,358 | $166.7M | 5.3% | −19,664−0.6% | Reduced | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 1,584,727 | $146.4M | 4.7% | +89,437+6.0% | Added | History |
| GHRSGH Research PLC | ORDINARY SHARES | 8,650,158 | $121.6M | 3.9% | −177,554−2.0% | Reduced | History |
| PVLAPalvella Therapeutics, Inc. | COM | 960,989 | $119.8M | 3.8% | +81,980+9.3% | Added | History |
| ZYMEZymeworks Inc. | COM | 3,734,142 | $93.5M | 3.0% | −204,499−5.2% | Reduced | History |
| XNCRXencor Inc | COM | 7,133,720 | $86.0M | 2.7% | 00.0% | Unchanged | History |
| STOKStoke Therapeutics, Inc. | COM | 2,547,557 | $82.9M | 2.6% | +281,883+12.4% | Added | History |
| CGEMCullinan Therapeutics, Inc. | COM | 5,750,683 | $81.7M | 2.6% | 00.0% | Unchanged | History |
| IRONDisc Medicine, Inc. | COM | 1,272,312 | $81.4M | 2.6% | +622,312+95.7% | Added | History |
| XOMAXOMA Royalty Corp | COM NEW | 2,590,303 | $81.3M | 2.6% | 00.0% | Unchanged | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 5,295,893 | $79.0M | 2.5% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 1,976,196 | $75.7M | 2.4% | −151,469−7.1% | Reduced | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,460,886 | $73.4M | 2.3% | +625,000+16.3% | Added | History |
| ALKSAlkermes plc. | SHS | 2,000,000 | $70.7M | 2.3% | +2,000,000 | New | History |
| KURAKura Oncology, Inc. | COM | 8,445,769 | $68.7M | 2.2% | −171,393−2.0% | Reduced | History |
| ACIUAC Immune SA | SHS | 19,822,436 | $54.5M | 1.7% | 00.0% | Unchanged | History |
| CBIOCrescent Biopharma, Inc. | COM | 2,748,763 | $50.5M | 1.6% | 00.0% | Unchanged | History |
| ANNXAnnexon, Inc. | COM | 8,698,173 | $48.2M | 1.5% | −429,907−4.7% | Reduced | History |
| CMPXCompass Therapeutics, Inc. | COM | 7,764,842 | $41.1M | 1.3% | 00.0% | Unchanged | History |
| IMCRImmunocore Holdings plc | ADS | 1,294,463 | $39.0M | 1.2% | −194,512−13.1% | Reduced | History |
| SEPNSepterna, Inc. | COM | 1,353,249 | $32.5M | 1.0% | −367,533−21.4% | Reduced | History |
| STROSutro Biopharma, Inc. | COM SHS | 1,251,788 | $31.2M | 1.0% | +1,251,788 | New | History |
| FHTXFoghorn Therapeutics Inc. | COM | 5,842,000 | $27.9M | 0.9% | +540,000+10.2% | Added | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 2,879,289 | $26.8M | 0.9% | −1,750,000−37.8% | Reduced | History |
| IVVDInvivyd, Inc. | COM | 19,525,000 | $25.4M | 0.8% | 00.0% | Unchanged | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 1,632,845 | $24.4M | 0.8% | +277,588+20.5% | Added | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 6,293,282 | $19.4M | 0.6% | 00.0% | Unchanged | History |
| AVRAnteris Technologies Global Corp. | COM | 3,000,000 | $16.6M | 0.5% | +3,000,000 | New | History |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 2,233,742 | $9.23M | 0.3% | 00.0% | Unchanged | History |
| IMUXImmunic, Inc. | COM | 7,652,972 | $8.49M | 0.3% | 00.0% | Unchanged | History |
| OKUROnKure Therapeutics, Inc. | COM CL A | 1,978,972 | $8.19M | 0.3% | +1,978,972 | New | History |
| TCRXTScan Therapeutics, Inc. | COM | 5,564,290 | $5.62M | 0.2% | +338,216+6.5% | Added | History |
| IMAImageneBio, Inc. | COM | 1,110,002 | $5.55M | 0.2% | +307,900+38.4% | Added | History |
| TENXTenax Therapeutics, Inc. | COM NEW | 339,549 | $5.43M | 0.2% | 00.0% | Unchanged | History |
| MOLNMolecular Partners AG | ADS | 1,353,968 | $5.36M | 0.2% | 00.0% | Unchanged | History |
| IVAInventiva S.A. | ADS | 686,040 | $3.81M | 0.1% | 00.0% | Unchanged | History |
| ENGNWenGene Therapeutics Inc. | *W EXP 10/31/202 | 945,402 | $2.49M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (4)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| ABVXAbivax S.A. | SPONSORED ADS | 508,031 | $68.5M | 2.3% | History |
| RPTXRepare Therapeutics Inc. | COM | 10,333,600 | $26.9M | 0.9% | History |
| PEPGPepGen Inc. | COM | 1,915,000 | $12.5M | 0.4% | History |
| AXSMAxsome Therapeutics, Inc. | COM | 45,757 | $8.36M | 0.3% | History |