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BVF Inc

SEC CIK
0001056807
最新申報
2026/8/14

2024 年第 3 季持倉

持倉截至 2024/9/30,2024/11/14 申報。只含多頭部位,變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
55
較 2024 年第 2 季 −5
總值
$34.2 億
較 2024 年第 2 季 −$1.50 億 (−4.2%)
申報日
2024/11/14
SEC
BVF Inc 在 2024 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$11.0 億32.1%00.0%不變歷史
KYMRKymera Therapeutics, Inc.COM5,161,801$2.44 億7.1%00.0%不變歷史
RVMDRevolution Medicines, Inc.COM3,478,612$1.58 億4.6%−2,502,600−41.8%減碼歷史
MIRMMirum Pharmaceuticals, Inc.COM3,075,907$1.20 億3.5%−1,294,117−29.6%減碼歷史
TYRATyra Biosciences, Inc.COM4,661,194$1.10 億3.2%00.0%不變歷史
OLMAOlema Pharmaceuticals, Inc.COM9,135,893$1.09 億3.2%00.0%不變歷史
GPCRStructure Therapeutics Inc.SPONSORED ADS2,238,986$9,827 萬2.9%−248,776−10.0%減碼歷史
CGEMCullinan Therapeutics, Inc.COM5,750,683$9,627 萬2.8%00.0%不變歷史
XOMAXOMA Royalty CorpCOM NEW3,633,743$9,622 萬2.8%00.0%不變歷史
AXSMAxsome Therapeutics, Inc.COM1,046,000$9,400 萬2.7%+91,000+9.5%加碼歷史
PTGXProtagonist Therapeutics, IncCOM1,850,167$8,326 萬2.4%−1,469,123−44.3%減碼歷史
FDMT4D Molecular Therapeutics, Inc.COM7,382,642$7,981 萬2.3%+3,460,229+88.2%加碼歷史
ACIUAC Immune SASHS19,522,436$7,379 萬2.2%+687,500+3.7%加碼歷史
GHRSGH Research PLCORDINARY SHARES10,400,158$6,958 萬2.0%00.0%不變歷史
KURAKura Oncology, Inc.COM3,371,761$6,588 萬1.9%−710,276−17.4%減碼歷史
THRDThird Harmonic Bio, Inc.COM4,365,933$5,916 萬1.7%00.0%不變歷史
IONSIonis Pharmaceuticals IncCOM1,451,879$5,816 萬1.7%−1,734,497−54.4%減碼歷史
ZYMEZymeworks Inc.COM4,607,935$5,783 萬1.7%−1,262,065−21.5%減碼歷史
EPIXESSA Pharma Inc.COM NEW8,748,629$5,302 萬1.6%00.0%不變歷史
AGIOAgios Pharmaceuticals, Inc.COM1,190,107$5,288 萬1.5%00.0%不變歷史
CELCCelcuity Inc.COM3,466,000$5,168 萬1.5%00.0%不變歷史
ETNB89bio, Inc.COM6,811,631$5,041 萬1.5%−756,848−10.0%減碼歷史
FHTXFoghorn Therapeutics Inc.COM5,302,000$4,936 萬1.4%00.0%不變歷史
LKFTLakefront Biotherapeutics NVSPON ADR1,569,422$4,518 萬1.3%00.0%不變歷史
IDYAIDEAYA Biosciences, Inc.COM1,409,993$4,467 萬1.3%+247,687+21.3%加碼歷史
ANNXAnnexon, Inc.COM7,000,000$4,144 萬1.2%00.0%不變歷史
CGONCG Oncology, Inc.COM994,596$3,753 萬1.1%−1,423,289−58.9%減碼歷史
RPTXRepare Therapeutics Inc.COM10,333,600$3,555 萬1.0%00.0%不變歷史
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES1,521,948$2,526 萬0.7%00.0%不變歷史
XNCRXencor IncCOM850,000$1,709 萬0.5%+850,000新進歷史
ELDNEledon Pharmaceuticals, Inc.COM6,293,282$1,567 萬0.5%00.0%不變歷史
TCRXTScan Therapeutics, Inc.COM2,989,474$1,489 萬0.4%00.0%不變歷史
ENGNenGene Therapeutics Inc.COM2,251,037$1,486 萬0.4%00.0%不變歷史
IMUXImmunic, Inc.COM8,902,972$1,469 萬0.4%00.0%不變歷史
ALLKAllakos Inc.COM16,552,417$1,081 萬0.3%00.0%不變歷史
AVTXAvalo Therapeutics, Inc.COM NEW967,000$914.8 萬0.3%+967,000新進歷史
IMAImageneBio, Inc.COM4,769,164$825.1 萬0.2%00.0%不變歷史
CDTXCidara Therapeutics, Inc.COM NEW703,065$755.8 萬0.2%+360,010+104.9%加碼歷史
CTMXCytomX Therapeutics, Inc.COM5,228,461$617.0 萬0.2%00.0%不變歷史
VIGLVigil Neuroscience, Inc.COM1,813,633$616.6 萬0.2%00.0%不變歷史
VTGNVistagen Therapeutics, Inc.COM2,000,000$602.0 萬0.2%00.0%不變歷史
VSTMVerastem, Inc.COM NEW1,685,219$503.9 萬0.1%00.0%不變歷史
OVIDOvid Therapeutics Inc.COM3,853,818$454.8 萬0.1%00.0%不變歷史
PVLAPalvella Therapeutics, Inc.COM NEW257,626$431.3 萬0.1%00.0%不變歷史
VERVVerve Therapeutics, Inc.COM650,000$314.6 萬0.1%00.0%不變歷史
SABSSAB Biotherapeutics, Inc.COM NEW917,826$247.8 萬0.1%00.0%不變歷史
MOLNMolecular Partners AGADS443,221$213.6 萬0.1%00.0%不變歷史
ELEVElevation Acquisition Group Inc.COM2,966,836$178.0 萬0.1%+654,636+28.3%加碼歷史
CBIOCrescent Biopharma, Inc.COM9,544,262$161.3 萬<0.1%00.0%不變歷史
IVAInventiva S.A.ADS686,040$126.9 萬<0.1%00.0%不變歷史
TENXTenax Therapeutics, Inc.COM NEW339,549$117.5 萬<0.1%+339,549新進歷史
ENGNWenGene Therapeutics Inc.*W EXP 10/31/202945,402$80.4 萬<0.1%00.0%不變歷史
MTEMMolecular Templates, Inc.COM NEW522,238$73.4 萬<0.1%00.0%不變歷史
NLS Pharmaceutics LtdH57830137COM NEW143,676$72.8 萬<0.1%+143,676新進–
FBRXForte Biosciences, Inc.COM NEW119,282$66.8 萬<0.1%00.0%不變依 1 比 25 拆股換算歷史

2024 年第 2 季之後清倉(9 檔)

2024 年第 2 季季末還持有、這份申報已經沒有的部位。

BVF Inc 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
MRUSMerus N.V.COM1,279,049$7,568 萬2.1%歷史
Calliditas Therapeutics AB13124Q106SPONSERED ADS750,000$2,924 萬0.8%–
ROIVRoivant Sciences Ltd.SHS2,742,409$2,899 萬0.8%歷史
JANXJanux Therapeutics, Inc.COM441,528$1,850 萬0.5%歷史
VIRXViracta Therapeutics, Inc.COM3,614,662$196.5 萬0.1%歷史
NLS Pharmaceutics LtdH57830103SHS5,747,126$124.7 萬<0.1%–
UNCYUnicycive Therapeutics, Inc.COM2,200,000$110.2 萬<0.1%歷史
RZLTRezolute, Inc.COM NEW190,815$82.1 萬<0.1%歷史
Aslan Pharmaceuticals Ltd04522R200SPON ADS NEW1,049,999$31.5 萬<0.1%–