BVF Inc
- SEC CIK
- 0001056807
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 44
- +3 vs. Q1 2026
- Portfolio value
- $3.91B
- +$772.0M (+24.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RVMDRevolution Medicines, Inc. | COM | 2,965,160 | $555.3M | 14.2% | +108,378+3.8% | Added | History |
| KYMRKymera Therapeutics, Inc. | COM | 3,872,052 | $444.0M | 11.4% | −1,630,658−29.6% | Reduced | History |
| XOMAXOMA Royalty Corp | COM NEW | 7,593,303 | $322.7M | 8.3% | +5,003,000+193.1% | Added | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 16,001,284 | $311.5M | 8.0% | 00.0% | Unchanged | History |
| GHRSGH Research PLC | ORDINARY SHARES | 8,650,158 | $232.5M | 5.9% | 00.0% | Unchanged | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 3,366,823 | $180.7M | 4.6% | −92,535−2.7% | Reduced | History |
| NKTRNektar Therapeutics | COM NEW | 2,391,075 | $166.9M | 4.3% | −168,520−6.6% | Reduced | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 1,056,027 | $123.6M | 3.2% | −528,700−33.4% | Reduced | History |
| XNCRXencor Inc | COM | 7,133,720 | $114.9M | 2.9% | 00.0% | Unchanged | History |
| ALKSAlkermes plc. | SHS | 2,154,704 | $112.9M | 2.9% | +154,704+7.7% | Added | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 4,460,886 | $108.0M | 2.8% | 00.0% | Unchanged | History |
| CGEMCullinan Therapeutics, Inc. | COM | 5,750,683 | $104.7M | 2.7% | 00.0% | Unchanged | History |
| PVLAPalvella Therapeutics, Inc. | COM | 672,789 | $102.8M | 2.6% | −288,200−30.0% | Reduced | History |
| ZYMEZymeworks Inc. | COM | 3,649,142 | $95.4M | 2.4% | −85,000−2.3% | Reduced | History |
| KURAKura Oncology, Inc. | COM | 8,445,769 | $92.7M | 2.4% | 00.0% | Unchanged | History |
| IRONDisc Medicine, Inc. | COM | 1,153,612 | $84.4M | 2.2% | −118,700−9.3% | Reduced | History |
| STOKStoke Therapeutics, Inc. | COM | 2,547,557 | $83.4M | 2.1% | 00.0% | Unchanged | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 5,295,893 | $66.3M | 1.7% | 00.0% | Unchanged | History |
| ANNXAnnexon, Inc. | COM | 8,698,173 | $49.7M | 1.3% | 00.0% | Unchanged | History |
| CBIOCrescent Biopharma, Inc. | COM | 2,748,763 | $49.5M | 1.3% | 00.0% | Unchanged | History |
| ACIUAC Immune SA | SHS | 19,822,436 | $47.2M | 1.2% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 1,476,196 | $47.1M | 1.2% | −500,000−25.3% | Reduced | History |
| STROSutro Biopharma, Inc. | COM SHS | 1,251,788 | $41.6M | 1.1% | 00.0% | Unchanged | History |
| IMCRImmunocore Holdings plc | ADS | 1,294,463 | $41.1M | 1.1% | 00.0% | Unchanged | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 2,075,545 | $38.4M | 1.0% | +442,700+27.1% | Added | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 2,879,289 | $38.3M | 1.0% | 00.0% | Unchanged | History |
| QTTBQ32 Bio Inc. | COM | 2,350,000 | $29.9M | 0.8% | +2,350,000 | New | History |
| AVRAnteris Technologies Global Corp. | COM | 3,000,000 | $29.6M | 0.8% | 00.0% | Unchanged | History |
| FHTXFoghorn Therapeutics Inc. | COM | 5,842,000 | $28.5M | 0.7% | 00.0% | Unchanged | History |
| ABSIAbsci Corp | COM | 2,361,674 | $27.4M | 0.7% | +2,361,674 | New | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 6,293,282 | $24.8M | 0.6% | 00.0% | Unchanged | History |
| IVVDInvivyd, Inc. | COM | 28,165,000 | $24.6M | 0.6% | +8,640,000+44.3% | Added | History |
| SGMTSagimet Biosciences Inc. | COM SER A | 2,500,000 | $19.3M | 0.5% | +2,500,000 | New | History |
| OKUROnKure Therapeutics, Inc. | COM CL A | 3,235,778 | $14.8M | 0.4% | +1,256,806+63.5% | Added | History |
| IMUXImmunic, Inc. | COM NEW | 765,295 | $11.8M | 0.3% | 00.0% | UnchangedConverted for a 1-for-10 split | History |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 2,233,742 | $10.4M | 0.3% | 00.0% | Unchanged | History |
| IMAImageneBio, Inc. | COM | 1,110,002 | $6.55M | 0.2% | 00.0% | Unchanged | History |
| TCRXTScan Therapeutics, Inc. | COM | 5,564,290 | $5.45M | 0.1% | 00.0% | Unchanged | History |
| RACCResearch Alliance Corp III | ORD SHS CL A | 500,000 | $5.35M | 0.1% | +500,000 | New | History |
| MOLNMolecular Partners AG | ADS | 1,353,968 | $5.15M | 0.1% | 00.0% | Unchanged | History |
| TENXTenax Therapeutics, Inc. | COM NEW | 339,549 | $4.94M | 0.1% | 00.0% | Unchanged | History |
| ENTXEntera Bio Ltd. | SHS | 2,425,000 | $4.29M | 0.1% | +2,425,000 | New | History |
| IVAInventiva S.A. | ADS | 686,040 | $2.59M | 0.1% | 00.0% | Unchanged | History |
| ENGNWenGene Therapeutics Inc. | SPAC Combination | 945,402 | $274.1K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.