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BVF Inc

SEC CIK
0001056807
最新申報
2026/8/14

2023 年第 3 季持倉

持倉截至 2023/9/30,2023/11/14 申報。只含多頭部位,變化是跟 2023 年第 2 季比股數。

機構總覽
持股檔數
69
較 2023 年第 2 季 +2
總值
$37.1 億
較 2023 年第 2 季 +$1.21 億 (+3.4%)
申報日
2023/11/14
SEC
BVF Inc 在 2023 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MLTXMoonLake ImmunotherapeuticsCLASS A ORD21,751,284$12.4 億33.4%00.0%不變歷史
IONSIonis Pharmaceuticals IncCOM4,004,613$1.82 億4.9%+1,158,598+40.7%加碼歷史
AXSMAxsome Therapeutics, Inc.COM2,131,100$1.49 億4.0%00.0%不變歷史
IDYAIDEAYA Biosciences, Inc.COM5,283,489$1.43 億3.8%−400,000−7.0%減碼歷史
MIRMMirum Pharmaceuticals, Inc.COM4,370,024$1.38 億3.7%+4,370,024新進歷史
OLMAOlema Pharmaceuticals, Inc.COM9,135,893$1.13 億3.0%+1,524,390+20.0%加碼歷史
RVMDRevolution Medicines, Inc.COM3,981,212$1.10 億3.0%−2,274,376−36.4%減碼歷史
RPTXRepare Therapeutics Inc.COM8,291,988$1.00 億2.7%00.0%不變歷史
PTGXProtagonist Therapeutics, IncCOM5,744,848$9,582 萬2.6%+1,968,948+52.1%加碼歷史
GHRSGH Research PLCORDINARY SHARES9,275,158$9,322 萬2.5%00.0%不變歷史
GPCRStructure Therapeutics Inc.SPONSORED ADS1,750,000$8,824 萬2.4%00.0%不變歷史
PNTPOINT Biopharma Global Inc.COM10,563,748$7,046 萬1.9%00.0%不變歷史
LKFTLakefront Biotherapeutics NVSPON ADR1,915,109$6,617 萬1.8%−250,000−11.5%減碼歷史
KYMRKymera Therapeutics, Inc.COM4,739,004$6,587 萬1.8%00.0%不變歷史
MRUSMerus N.V.COM2,752,420$6,490 萬1.8%+1,150,000+71.8%加碼歷史
XENEXenon Pharmaceuticals Inc.COM1,827,958$6,244 萬1.7%00.0%不變歷史
KURAKura Oncology, Inc.COM6,730,983$6,139 萬1.7%00.0%不變歷史
CNTACentessa Pharmaceuticals plcSPONSORED ADS9,103,054$5,890 萬1.6%−320,161−3.4%減碼歷史
XOMAXOMA Royalty CorpCOM NEW3,633,743$5,120 萬1.4%00.0%不變歷史
FDMT4D Molecular Therapeutics, Inc.COM4,007,413$5,101 萬1.4%00.0%不變歷史
ACRSAclaris Therapeutics, Inc.COM7,064,736$4,839 萬1.3%+3,703,795+110.2%加碼歷史
JANXJanux Therapeutics, Inc.COM4,579,818$4,616 萬1.2%+472,873+11.5%加碼歷史
TYRATyra Biosciences, Inc.COM2,739,595$3,772 萬1.0%00.0%不變歷史
ZYMEZymeworks Inc.COM5,870,000$3,722 萬1.0%00.0%不變歷史
REPLReplimune Group, Inc.COM2,143,036$3,667 萬1.0%00.0%不變歷史
ROIVRoivant Sciences Ltd.SHS2,742,409$3,203 萬0.9%+2,742,409新進歷史
CGEMCullinan Therapeutics, Inc.COM3,196,701$2,893 萬0.8%00.0%不變歷史
ETNB89bio, Inc.COM1,846,154$2,850 萬0.8%00.0%不變歷史
THRDThird Harmonic Bio, Inc.COM4,365,933$2,790 萬0.8%00.0%不變歷史
EPIXESSA Pharma Inc.COM NEW8,748,629$2,703 萬0.7%00.0%不變歷史
OVIDOvid Therapeutics Inc.COM6,851,051$2,631 萬0.7%00.0%不變歷史
ANTXAN2 Therapeutics, Inc.COM1,563,963$2,515 萬0.7%00.0%不變歷史
LXRXLexicon Pharmaceuticals, Inc.COM NEW19,995,332$2,179 萬0.6%00.0%不變歷史
ACIUAC Immune SASHS7,428,379$2,117 萬0.6%00.0%不變歷史
RLAYRelay Therapeutics, Inc.COM2,365,805$1,990 萬0.5%−754,716−24.2%減碼歷史
ALLKAllakos Inc.COM8,552,417$1,941 萬0.5%−100,000−1.2%減碼歷史
SLNSilence Therapeutics plcADS1,508,416$1,483 萬0.4%00.0%不變歷史
CBIOCrescent Biopharma, Inc.COM9,544,262$1,432 萬0.4%00.0%不變歷史
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES1,521,948$1,408 萬0.4%00.0%不變歷史
ITOSiTeos Therapeutics, Inc.COM1,259,476$1,379 萬0.4%−551,359−30.4%減碼歷史
IMAImageneBio, Inc.COM3,169,164$1,372 萬0.4%00.0%不變歷史
VSTMVerastem, Inc.COM NEW1,685,219$1,370 萬0.4%00.0%不變歷史
Calliditas Therapeutics AB13124Q106SPONSERED ADS750,000$1,370 萬0.4%00.0%不變–
STROSutro Biopharma, Inc.COM3,347,946$1,162 萬0.3%00.0%不變歷史
IMVTImmunovant, Inc.COM300,000$1,152 萬0.3%+300,000新進歷史
VIGLVigil Neuroscience, Inc.COM1,813,633$977.5 萬0.3%00.0%不變歷史
VERVVerve Therapeutics, Inc.COM650,000$861.9 萬0.2%00.0%不變歷史
CTMXCytomX Therapeutics, Inc.COM6,595,801$850.9 萬0.2%00.0%不變歷史
TCRXTScan Therapeutics, Inc.COM2,989,474$765.3 萬0.2%00.0%不變歷史
JSPRJasper Therapeutics, Inc.COM9,900,000$693.0 萬0.2%00.0%不變歷史
CDTXCidara Therapeutics, Inc.COM6,861,127$646.5 萬0.2%00.0%不變歷史
Pieris Pharmaceuticals Inc720795103COM20,609,863$614.2 萬0.2%00.0%不變–
ELDNEledon Pharmaceuticals, Inc.COM4,326,710$592.8 萬0.2%00.0%不變歷史
NLS Pharmaceutics LtdH57830103SHS5,747,126$397.1 萬0.1%00.0%不變–
DCTHDelcath Systems, Inc.COM NEW976,149$395.3 萬0.1%−202,638−17.2%減碼歷史
KRONKronos Bio, Inc.COM2,905,043$377.7 萬0.1%+91,558+3.3%加碼歷史
VIRXViracta Therapeutics, Inc.COM3,614,662$375.9 萬0.1%00.0%不變歷史
MTEMMolecular Templates, Inc.COM NEW532,038$336.2 萬0.1%+198,934+59.7%加碼依 1 比 15 拆股換算歷史
Rain Oncology Inc.75082Q105COM3,526,729$303.9 萬0.1%00.0%不變–
UNCYUnicycive Therapeutics, Inc.COM3,413,563$293.6 萬0.1%+3,413,563新進歷史
IVAInventiva S.A.ADS686,040$288.1 萬0.1%00.0%不變歷史
CRVSCorvus Pharmaceuticals, Inc.COM1,370,947$200.2 萬0.1%00.0%不變歷史
FBRXForte Biosciences, Inc.COM2,982,105$197.4 萬0.1%+2,982,105新進歷史
Aslan Pharmaceuticals Ltd04522R200SPON ADS NEW1,049,999$194.2 萬0.1%00.0%不變–
MOLNMolecular Partners AGADS443,221$176.8 萬<0.1%00.0%不變歷史
IMUXImmunic, Inc.COM1,149,425$169.0 萬<0.1%00.0%不變歷史
ELEVElevation Acquisition Group Inc.COM2,312,200$153.2 萬<0.1%00.0%不變歷史
RZLTRezolute, Inc.COM NEW190,815$25.2 萬<0.1%00.0%不變歷史
BNOXBionomics LtdADS47,372$12.8 萬<0.1%−33,599−41.5%減碼歷史

2023 年第 2 季之後清倉(3 檔)

2023 年第 2 季季末還持有、這份申報已經沒有的部位。

BVF Inc 在 2023 年第 2 季之後清倉的部位
證券類別2023 年第 2 季股數2023 年第 2 季市值2023 年第 2 季佔組合 %紀錄
ARAVAravive, Inc.COM4,784,214$602.8 萬0.2%歷史
INFIInfinity Pharmaceuticals, Inc.COM6,353,645$133.7 萬<0.1%歷史
EOCNGalmed Pharmaceuticals Ltd.SHS NEW89,853$26.1 萬<0.1%歷史