BVF Inc
- SEC CIK
- 0001056807
- 最新申報
- 2026/8/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 72
- 較 2022 年第 4 季 −6
- 總值
- $27.4 億
- 較 2022 年第 4 季 +$3.66 億 (+15.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 21,751,284 | $4.65 億 | 17.0% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 4,739,004 | $1.40 億 | 5.1% | +46,400+1.0% | 加碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 2,131,100 | $1.31 億 | 4.8% | +376,100+21.4% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 4,955,588 | $1.07 億 | 3.9% | +1,700,000+52.2% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 2,560,761 | $9,152 萬 | 3.3% | +1,438,952+128.3% | 加碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 3,775,900 | $8,685 萬 | 3.2% | +3,775,900 | 新進 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 2,165,109 | $8,366 萬 | 3.1% | +2,065,109+2,065.1% | 加碼 | 歷史 |
| KURAKura Oncology, Inc. | COM | 6,730,983 | $8,232 萬 | 3.0% | +2,930,000+77.1% | 加碼 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 8,291,988 | $8,159 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 10,563,748 | $7,680 萬 | 2.8% | +1,386,000+15.1% | 加碼 | 歷史 |
| XOMAXOMA Royalty Corp | COM NEW | 3,633,743 | $7,671 萬 | 2.8% | +22,249+0.6% | 加碼 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 9,275,158 | $7,411 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| FDMT4D Molecular Therapeutics, Inc. | COM | 4,007,413 | $6,889 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,827,958 | $6,542 萬 | 2.4% | +556,715+43.8% | 加碼 | 歷史 |
| MRUSMerus N.V. | COM | 2,978,420 | $5,480 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| ZYMEZymeworks Inc. | COM | 5,870,000 | $5,306 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 3,239,595 | $5,206 萬 | 1.9% | +767,268+31.0% | 加碼 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 3,120,521 | $5,139 萬 | 1.9% | −755,500−19.5% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,143,197 | $4,526 萬 | 1.7% | +692,000+47.7% | 加碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,736,613 | $4,395 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 1,750,000 | $4,163 萬 | 1.5% | +1,750,000 | 新進 | 歷史 |
| IMVTImmunovant, Inc. | COM | 2,561,000 | $3,972 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 16,149,179 | $3,924 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| REPLReplimune Group, Inc. | COM | 2,143,036 | $3,785 萬 | 1.4% | +620,407+40.7% | 加碼 | 歷史 |
| CTICCti Biopharma Corp | COM | 8,813,021 | $3,701 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 9,423,215 | $3,628 萬 | 1.3% | +2,528,870+36.7% | 加碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,455,089 | $3,371 萬 | 1.2% | +250,000+11.3% | 加碼 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 3,196,701 | $3,270 萬 | 1.2% | −4,312,358−57.4% | 減碼 | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 3,526,729 | $3,082 萬 | 1.1% | 00.0% | 不變 | – |
| ETNB89bio, Inc. | COM | 1,846,154 | $2,812 萬 | 1.0% | +1,846,154 | 新進 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 3,360,941 | $2,719 萬 | 1.0% | +84,398+2.6% | 加碼 | 歷史 |
| ALLKAllakos Inc. | COM | 6,060,247 | $2,697 萬 | 1.0% | +1,053,326+21.0% | 加碼 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 7,611,503 | $2,641 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| EPIXESSA Pharma Inc. | COM NEW | 8,748,629 | $2,598 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 1,810,835 | $2,465 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 1,521,948 | $2,045 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 1,585,677 | $1,919 萬 | 0.7% | +115,343+7.8% | 加碼 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 4,365,933 | $1,799 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Calliditas Therapeutics AB13124Q106 | SPONSERED ADS | 750,000 | $1,796 萬 | 0.7% | 00.0% | 不變 | – |
| JSPRJasper Therapeutics, Inc. | COM | 9,900,000 | $1,792 萬 | 0.7% | +9,900,000 | 新進 | 歷史 |
| VIGLVigil Neuroscience, Inc. | COM | 1,813,633 | $1,776 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| OVIDOvid Therapeutics Inc. | COM | 6,851,051 | $1,768 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ACIUAC Immune SA | SHS | 7,428,379 | $1,738 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| STROSutro Biopharma, Inc. | COM | 3,347,946 | $1,547 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ANTXAN2 Therapeutics, Inc. | COM | 1,563,963 | $1,544 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 9,544,262 | $1,203 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IMAImageneBio, Inc. | COM | 3,169,164 | $1,093 萬 | 0.4% | +666,093+26.6% | 加碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 6,595,801 | $996.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ARAVAravive, Inc. | COM | 4,784,214 | $956.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 650,000 | $937.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SLNSilence Therapeutics plc | ADS | 1,508,416 | $935.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM | 6,861,127 | $871.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NLS Pharmaceutics LtdH57830103 | SHS | 5,747,126 | $867.8 萬 | 0.3% | 00.0% | 不變 | – |
| VSTMVerastem, Inc. | COM | 19,022,656 | $789.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 858,339 | $662.6 萬 | 0.2% | −277,601−24.4% | 減碼 | 歷史 |
| VIRXViracta Therapeutics, Inc. | COM | 3,614,662 | $574.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 2,326,710 | $549.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Pieris Pharmaceuticals Inc720795103 | COM | 5,080,320 | $495.8 萬 | 0.2% | 00.0% | 不變 | – |
| ELEVElevation Acquisition Group Inc. | COM | 2,312,200 | $439.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 168,000 | $427.4 萬 | 0.2% | −1,070,974−86.4% | 減碼 | 歷史 |
| HLVXHilleVax, Inc. | COM | 248,579 | $410.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MOLNMolecular Partners AG | ADS | 443,221 | $265.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IVAInventiva S.A. | ADS | 686,040 | $249.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 318,205 | $230.4 萬 | 0.1% | −244,104−43.4% | 減碼 | 歷史 |
| MTEMMolecular Templates, Inc. | COM | 4,996,565 | $189.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IMUXImmunic, Inc. | COM | 1,149,425 | $171.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 1,370,947 | $124.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INFIInfinity Pharmaceuticals, Inc. | COM | 6,353,645 | $101.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELTXElicio Therapeutics, Inc. | COM | 1,071,297 | $62.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EOCNGalmed Pharmaceuticals Ltd. | SHS | 1,347,755 | $57.5 萬 | <0.1% | −391,915−22.5% | 減碼 | 歷史 |
| RZLTRezolute, Inc. | COM NEW | 190,815 | $36.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNOXBionomics Ltd | ADS | 80,971 | $21.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（10 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RCUSArcus Biosciences, Inc. | COM | 2,303,520 | $4,764 萬 | 2.0% | 歷史 |
| CNCEConcert Pharmaceuticals, Inc. | COM | 3,629,000 | $2,119 萬 | 0.9% | 歷史 |
| ANNXAnnexon, Inc. | COM | 3,780,694 | $1,955 萬 | 0.8% | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 984,824 | $1,138 萬 | 0.5% | 歷史 |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 2,938,851 | $393.8 萬 | 0.2% | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM | 1,391,749 | $157.3 萬 | 0.1% | 歷史 |
| CALACalithera Biosciences, Inc. | COM NEW | 464,742 | $151.5 萬 | 0.1% | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 1,347,650 | $133.8 萬 | 0.1% | 歷史 |
| RNTXRein Therapeutics, Inc. | COM NEW | 236,835 | $56.1 萬 | <0.1% | 歷史 |
| GBIOGeneration Bio Co. | COM | 102,900 | $40.4 萬 | <0.1% | 歷史 |