BVF Inc
- SEC CIK
- 0001056807
- 最新申報
- 2026/8/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/15 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 62
- 較 2023 年第 4 季 −8
- 總值
- $36.4 億
- 較 2023 年第 4 季 −$3.58 億 (−9.0%)
| 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 | $10.9 億 | 30.0% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 5,161,801 | $2.08 億 | 5.7% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 5,981,212 | $1.93 億 | 5.3% | 00.0% | 不變 | 歷史 |
| FDMT4D Molecular Therapeutics, Inc. | COM | 3,922,413 | $1.25 億 | 3.4% | −85,000−2.1% | 減碼 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 10,400,158 | $1.11 億 | 3.0% | 00.0% | 不變 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 2,919,818 | $1.10 億 | 3.0% | −1,660,000−36.2% | 減碼 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 4,370,024 | $1.10 億 | 3.0% | 00.0% | 不變 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 3,755,990 | $1.09 億 | 3.0% | −1,988,858−34.6% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 2,428,613 | $1.05 億 | 2.9% | 00.0% | 不變 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 9,135,893 | $1.03 億 | 2.8% | 00.0% | 不變 | 歷史 |
| KURAKura Oncology, Inc. | COM | 4,786,293 | $1.02 億 | 2.8% | −2,586,935−35.1% | 減碼 | 歷史 |
| XOMAXOMA Royalty Corp | COM NEW | 3,633,743 | $8,739 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| CGONCG Oncology, Inc. | COM | 1,884,191 | $8,272 萬 | 2.3% | +1,884,191 | 新進 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 4,661,194 | $7,644 萬 | 2.1% | +1,921,599+70.1% | 加碼 | 歷史 |
| EPIXESSA Pharma Inc. | COM NEW | 8,748,629 | $7,428 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| ZYMEZymeworks Inc. | COM | 5,870,000 | $6,175 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 1,863,809 | $6,001 萬 | 1.6% | −51,300−2.7% | 減碼 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 3,196,701 | $5,447 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 1,172,249 | $5,279 萬 | 1.5% | −1,580,171−57.4% | 減碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,162,306 | $5,100 萬 | 1.4% | −566,737−32.8% | 減碼 | 歷史 |
| ANNXAnnexon, Inc. | COM | 7,000,000 | $5,019 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| RPTXRepare Therapeutics Inc. | COM | 10,333,600 | $4,867 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| ETNB89bio, Inc. | COM | 4,047,354 | $4,711 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,875,000 | $4,463 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ACIUAC Immune SA | SHS | 14,571,236 | $4,313 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 4,365,933 | $4,121 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 2,251,037 | $3,816 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 1,521,948 | $3,599 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 812,988 | $3,484 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 2,742,409 | $2,890 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 9,544,262 | $2,863 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TCRXTScan Therapeutics, Inc. | COM | 2,989,474 | $2,374 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ALLKAllakos Inc. | COM | 16,552,417 | $2,086 萬 | 0.6% | +8,000,000+93.5% | 加碼 | 歷史 |
| VSTMVerastem, Inc. | COM NEW | 1,685,219 | $1,989 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Calliditas Therapeutics AB13124Q106 | SPONSERED ADS | 750,000 | $1,624 萬 | 0.4% | 00.0% | 不變 | – |
| CTMXCytomX Therapeutics, Inc. | COM | 6,595,801 | $1,438 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ELEVElevation Acquisition Group Inc. | COM | 2,312,200 | $1,186 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| OVIDOvid Therapeutics Inc. | COM | 3,853,818 | $1,175 萬 | 0.3% | −2,997,233−43.7% | 減碼 | 歷史 |
| IMUXImmunic, Inc. | COM | 8,902,972 | $1,175 萬 | 0.3% | +8,902,972 | 新進 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 2,000,000 | $1,056 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 4,326,710 | $891.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VERVVerve Therapeutics, Inc. | COM | 650,000 | $863.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IMAImageneBio, Inc. | COM | 4,769,164 | $677.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM | 6,861,127 | $631.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VIGLVigil Neuroscience, Inc. | COM | 1,813,633 | $618.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DCTHDelcath Systems, Inc. | COM NEW | 1,202,067 | $573.4 萬 | 0.2% | +225,918+23.1% | 加碼 | 歷史 |
| UNCYUnicycive Therapeutics, Inc. | COM | 3,611,601 | $498.4 萬 | 0.1% | +1,493,462+70.5% | 加碼 | 歷史 |
| ENGNWenGene Therapeutics Inc. | *W EXP 10/31/202 | 945,402 | $491.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 917,826 | $416.7 萬 | 0.1% | 00.0% | 不變依 1 比 10 拆股換算 | 歷史 |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 1,686,924 | $404.9 萬 | 0.1% | −22,748,708−93.1% | 減碼 | 歷史 |
| ANTXAN2 Therapeutics, Inc. | COM | 1,239,470 | $402.8 萬 | 0.1% | −324,493−20.7% | 減碼 | 歷史 |
| KRONKronos Bio, Inc. | COM | 2,905,043 | $377.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Pieris Pharmaceuticals Inc720795103 | COM | 20,609,863 | $377.6 萬 | 0.1% | 00.0% | 不變 | – |
| VIRXViracta Therapeutics, Inc. | COM | 3,614,662 | $368.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IVAInventiva S.A. | ADS | 686,040 | $248.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FBRXForte Biosciences, Inc. | COM | 2,982,105 | $209.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOLNMolecular Partners AG | ADS | 443,221 | $172.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MTEMMolecular Templates, Inc. | COM NEW | 522,238 | $117.0 萬 | <0.1% | −9,800−1.8% | 減碼 | 歷史 |
| NLS Pharmaceutics LtdH57830103 | SHS | 5,747,126 | $104.5 萬 | <0.1% | 00.0% | 不變 | – |
| Aslan Pharmaceuticals Ltd04522R200 | SPON ADS NEW | 1,049,999 | $64.6 萬 | <0.1% | 00.0% | 不變 | – |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 361,406 | $64.3 萬 | <0.1% | −1,009,541−73.6% | 減碼 | 歷史 |
| RZLTRezolute, Inc. | COM NEW | 190,815 | $48.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 4 季之後清倉（10 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AXSMAxsome Therapeutics, Inc. | COM | 1,981,100 | $1.58 億 | 3.9% | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 8,774,570 | $6,985 萬 | 1.7% | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 3,970,045 | $4,371 萬 | 1.1% | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 890,072 | $4,100 萬 | 1.0% | 歷史 |
| SLNSilence Therapeutics plc | ADS | 1,508,416 | $2,620 萬 | 0.7% | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 687,080 | $1,479 萬 | 0.4% | 歷史 |
| STROSutro Biopharma, Inc. | COM | 3,347,946 | $1,436 萬 | 0.4% | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 1,259,476 | $1,379 萬 | 0.3% | 歷史 |
| IMVTImmunovant, Inc. | COM | 300,000 | $1,264 萬 | 0.3% | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 3,526,729 | $423.2 萬 | 0.1% | – |