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BVF Inc

SEC CIK
0001056807
最新申報
2026/8/14

2024 年第 4 季持倉

持倉截至 2024/12/31,2025/2/14 申報。只含多頭部位,變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
53
較 2024 年第 3 季 −2
總值
$29.5 億
較 2024 年第 3 季 −$4.68 億 (−13.7%)
申報日
2025/2/14
SEC
BVF Inc 在 2024 年第 4 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 ORD19,751,284$10.7 億36.2%−2,000,000−9.2%減碼歷史
KYMRKymera Therapeutics, Inc.COM5,161,801$2.08 億7.0%00.0%不變歷史
RVMDRevolution Medicines, Inc.COM4,181,179$1.83 億6.2%+702,567+20.2%加碼歷史
AXSMAxsome Therapeutics, Inc.COM1,388,064$1.17 億4.0%+342,064+32.7%加碼歷史
MIRMMirum Pharmaceuticals, Inc.COM2,796,513$1.16 億3.9%−279,394−9.1%減碼歷史
XOMAXOMA Royalty CorpCOM NEW3,633,743$9,549 萬3.2%00.0%不變歷史
PTGXProtagonist Therapeutics, IncCOM1,900,015$7,334 萬2.5%+49,848+2.7%加碼歷史
GHRSGH Research PLCORDINARY SHARES10,400,158$7,280 萬2.5%00.0%不變歷史
CGEMCullinan Therapeutics, Inc.COM5,750,683$7,004 萬2.4%00.0%不變歷史
ZYMEZymeworks Inc.COM4,308,935$6,308 萬2.1%−299,000−6.5%減碼歷史
SEPNSepterna, Inc.COM2,452,024$5,615 萬1.9%+2,452,024新進歷史
TYRATyra Biosciences, Inc.COM3,944,194$5,482 萬1.9%−717,000−15.4%減碼歷史
ACIUAC Immune SASHS19,522,436$5,271 萬1.8%00.0%不變歷史
XNCRXencor IncCOM2,288,760$5,260 萬1.8%+1,438,760+169.3%加碼歷史
GPCRStructure Therapeutics Inc.SPONSORED ADS1,771,417$4,804 萬1.6%−467,569−20.9%減碼歷史
CELCCelcuity Inc.COM3,466,000$4,537 萬1.5%00.0%不變歷史
LKFTLakefront Biotherapeutics NVSPON ADR1,569,422$4,316 萬1.5%00.0%不變歷史
VERVVerve Therapeutics, Inc.COM6,904,050$3,894 萬1.3%+6,254,050+962.2%加碼歷史
ANNXAnnexon, Inc.COM7,000,000$3,591 萬1.2%00.0%不變歷史
AGIOAgios Pharmaceuticals, Inc.COM1,073,755$3,528 萬1.2%−116,352−9.8%減碼歷史
ETNB89bio, Inc.COM4,333,885$3,389 萬1.1%−2,477,746−36.4%減碼歷史
OLMAOlema Pharmaceuticals, Inc.COM5,715,893$3,332 萬1.1%−3,420,000−37.4%減碼歷史
CDTXCidara Therapeutics, Inc.COM NEW1,092,796$2,937 萬1.0%+389,731+55.4%加碼歷史
ELDNEledon Pharmaceuticals, Inc.COM6,293,282$2,593 萬0.9%00.0%不變歷史
FHTXFoghorn Therapeutics Inc.COM5,302,000$2,503 萬0.8%00.0%不變歷史
THRDThird Harmonic Bio, Inc.COM2,372,933$2,442 萬0.8%−1,993,000−45.6%減碼歷史
KURAKura Oncology, Inc.COM2,567,469$2,236 萬0.8%−804,292−23.9%減碼歷史
ALLKAllakos Inc.COM16,552,417$2,003 萬0.7%00.0%不變歷史
GLUEMonte Rosa Therapeutics, Inc.COM2,764,471$1,919 萬0.7%+2,764,471新進歷史
ITOSiTeos Therapeutics, Inc.COM2,325,000$1,786 萬0.6%+2,325,000新進歷史
EPIXESSA Pharma Inc.COM NEW8,748,629$1,566 萬0.5%00.0%不變歷史
FDMT4D Molecular Therapeutics, Inc.COM2,670,642$1,488 萬0.5%−4,712,000−63.8%減碼歷史
RAPTRAPT Therapeutics, Inc.COM9,237,556$1,460 萬0.5%+9,237,556新進歷史
ENGNenGene Therapeutics Inc.COM2,106,037$1,401 萬0.5%−145,000−6.4%減碼歷史
RPTXRepare Therapeutics Inc.COM10,333,600$1,354 萬0.5%00.0%不變歷史
FBRXForte Biosciences, Inc.COM NEW594,282$1,350 萬0.5%+475,000+398.2%加碼歷史
VSTMVerastem, Inc.COM NEW2,100,468$1,086 萬0.4%+415,249+24.6%加碼歷史
TCRXTScan Therapeutics, Inc.COM2,989,474$908.8 萬0.3%00.0%不變歷史
IMUXImmunic, Inc.COM8,902,972$890.3 萬0.3%00.0%不變歷史
PVLAPalvella Therapeutics, Inc.COM696,555$835.9 萬0.3%+438,929+170.4%加碼歷史
AVTXAvalo Therapeutics, Inc.COM NEW1,036,679$770.3 萬0.3%+69,679+7.2%加碼歷史
IMAImageneBio, Inc.COM4,006,564$657.1 萬0.2%−762,600−16.0%減碼歷史
MOLNMolecular Partners AGADS1,353,968$645.8 萬0.2%+910,747+205.5%加碼歷史
CTMXCytomX Therapeutics, Inc.COM5,228,461$538.5 萬0.2%00.0%不變歷史
OVIDOvid Therapeutics Inc.COM3,853,818$359.8 萬0.1%00.0%不變歷史
SABSSAB Biotherapeutics, Inc.COM NEW917,826$350.6 萬0.1%00.0%不變歷史
VIGLVigil Neuroscience, Inc.COM1,813,633$308.3 萬0.1%00.0%不變歷史
CBIOCrescent Biopharma, Inc.COM9,544,262$237.7 萬0.1%00.0%不變歷史
TENXTenax Therapeutics, Inc.COM NEW339,549$210.2 萬0.1%00.0%不變歷史
ELEVElevation Acquisition Group Inc.COM2,966,836$166.9 萬0.1%00.0%不變歷史
IVAInventiva S.A.ADS686,040$147.5 萬<0.1%00.0%不變歷史
ENGNWenGene Therapeutics Inc.*W EXP 10/31/202945,402$80.4 萬<0.1%00.0%不變歷史
NLS Pharmaceutics LtdH57830137COM NEW143,676$30.3 萬<0.1%00.0%不變–

2024 年第 3 季之後清倉(6 檔)

2024 年第 3 季季末還持有、這份申報已經沒有的部位。

BVF Inc 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
IONSIonis Pharmaceuticals IncCOM1,451,879$5,816 萬1.7%歷史
IDYAIDEAYA Biosciences, Inc.COM1,409,993$4,467 萬1.3%歷史
CGONCG Oncology, Inc.COM994,596$3,753 萬1.1%歷史
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES1,521,948$2,526 萬0.7%歷史
VTGNVistagen Therapeutics, Inc.COM2,000,000$602.0 萬0.2%歷史
MTEMMolecular Templates, Inc.COM NEW522,238$73.4 萬<0.1%歷史