BVF INC/IL — 13F Holdings & Portfolio
CIK 1056807 · latest 13F-HR filed 2026-08-14
BVF INC/IL manages $3.91B in 13F-reported U.S. long-equity assets across 44 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RVMD (14.20%), KYMR (11.35%), XOMA (8.25%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 4, added to 18, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
40TH FL
SAN FRANCISCO, CA 94104
$3.91B
Long-equity book
44
Distinct positions
2026-06-30
Filed 2026-08-14
+7 / −4 / ↑18 / ↓8
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- REVOLUTION MEDICINES INC$277.5M +99.9%
- XOMA ROYALTY CORPORATION$241.5M +297.2%
- GH RESEARCH PLC$110.9M +91.2%
- ALKERMES PLC$42.2M +59.6%
- MONTE ROSA THERAPEUTICS INC$34.6M +47.1%
Top Trims
- TYRA BIOSCIENCES INC-$28.5M -37.7%
- MIRUM PHARMACEUTICALS INC-$22.8M -15.6%
- NEKTAR THERAPEUTICS-$17.2M -9.4%
- PALVELLA THERAPEUTICS INC NE-$17.0M -14.2%
- OLEMA PHARMACEUTICALS INC-$12.7M -16.1%
New Positions
- Q32 BIO INC$29.9M
- ABSCI CORPORATION$27.4M
- SAGIMET BIOSCIENCES INC$19.3M
- IMMUNIC INC$11.8M
- RESEARCH ALLIANCE CORP III$5.3M
Exited Positions
- COMPASS THERAPEUTICS INC$41.1M
- SEPTERNA INC$32.5M
- IMMUNIC INC$8.5M
- ENGENE HOLDINGS INC$2.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $555.3M | 14.20% | 2,965,160 | SH |
| 2 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $444.0M | 11.35% | 3,872,052 | SH |
| 3 | XOMA ROYALTY CORPORATION | XOMA | 98419J206 | $322.7M | 8.25% | 7,593,303 | SH |
| 4 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 61559X104 | $311.5M | 7.97% | 16,001,284 | SH |
| 5 | GH RESEARCH PLC | GHRS | G3855L106 | $232.5M | 5.95% | 8,650,158 | SH |
| 6 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $180.7M | 4.62% | 3,366,823 | SH |
| 7 | NEKTAR THERAPEUTICS | NKTR | 640268306 | $166.9M | 4.27% | 2,391,075 | SH |
| 8 | MIRUM PHARMACEUTICALS INC | MIRM | 604749101 | $123.6M | 3.16% | 1,056,027 | SH |
| 9 | XENCOR INC | XNCR | 98401F105 | $114.9M | 2.94% | 7,133,720 | SH |
| 10 | ALKERMES PLC | ALKS | G01767105 | $112.9M | 2.89% | 2,154,704 | SH |
| 11 | MONTE ROSA THERAPEUTICS INC | GLUE | 61225M102 | $108.0M | 2.76% | 4,460,886 | SH |
| 12 | CULLINAN THERAPEUTICS INC | CGEM | 230031106 | $104.7M | 2.68% | 5,750,683 | SH |
| 13 | PALVELLA THERAPEUTICS INC NE | PVLA | 697947109 | $102.8M | 2.63% | 672,789 | SH |
| 14 | ZYMEWORKS INC | ZYME | 98985Y108 | $95.4M | 2.44% | 3,649,142 | SH |
| 15 | KURA ONCOLOGY INC | KURA | 50127T109 | $92.7M | 2.37% | 8,445,769 | SH |
| 16 | DISC MEDICINE INC | IRON | 254604101 | $84.4M | 2.16% | 1,153,612 | SH |
| 17 | STOKE THERAPEUTICS INC | STOK | 86150R107 | $83.4M | 2.13% | 2,547,557 | SH |
| 18 | OLEMA PHARMACEUTICALS INC | OLMA | 68062P106 | $66.3M | 1.69% | 5,295,893 | SH |
| 19 | ANNEXON INC | ANNX | 03589W102 | $49.7M | 1.27% | 8,698,173 | SH |
| 20 | CRESCENT BIOPHARMA INC. | CBIO | G2545C104 | $49.5M | 1.27% | 2,748,763 | SH |
| 21 | AC IMMUNE SA | ACIU | H00263105 | $47.2M | 1.21% | 19,822,436 | SH |
| 22 | TYRA BIOSCIENCES INC | TYRA | 90240B106 | $47.1M | 1.21% | 1,476,196 | SH |
| 23 | SUTRO BIOPHARMA INC | STRO | 869367201 | $41.6M | 1.06% | 1,251,788 | SH |
| 24 | IMMUNOCORE HLDGS PLC | IMCR | 45258D105 | $41.1M | 1.05% | 1,294,463 | SH |
| 25 | AVALO THERAPEUTICS INC | AVTX | 05338F306 | $38.4M | 0.98% | 2,075,545 | SH |
| 26 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 35104E100 | $38.3M | 0.98% | 2,879,289 | SH |
| 27 | Q32 BIO INC | QTTB | 746964105 | $29.9M | 0.77% | 2,350,000 | SH |
| 28 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 03675P102 | $29.6M | 0.76% | 3,000,000 | SH |
| 29 | FOGHORN THERAPEUTICS INC | FHTX | 344174107 | $28.5M | 0.73% | 5,842,000 | SH |
| 30 | ABSCI CORPORATION | ABSI | 00091E109 | $27.4M | 0.70% | 2,361,674 | SH |
| 31 | ELEDON PHARMACEUTICALS INC | ELDN | 28617K101 | $24.8M | 0.63% | 6,293,282 | SH |
| 32 | INVIVYD INC | IVVD | 00534A102 | $24.6M | 0.63% | 28,165,000 | SH |
| 33 | SAGIMET BIOSCIENCES INC | SGMT | 786700104 | $19.3M | 0.49% | 2,500,000 | SH |
| 34 | ONKURE THERAPEUTICS INC | OKUR | 68277Q105 | $14.8M | 0.38% | 3,235,778 | SH |
| 35 | IMMUNIC INC | IMUX | 4525EP200 | $11.8M | 0.30% | 765,295 | SH |
| 36 | X4 PHARMACEUTICALS INC | XFOR | 98420X202 | $10.4M | 0.27% | 2,233,742 | SH |
| 37 | IMAGENEBIO INC | IMA | 45175G207 | $6.5M | 0.17% | 1,110,002 | SH |
| 38 | TSCAN THERAPEUTICS INC | TCRX | 89854M101 | $5.5M | 0.14% | 5,564,290 | SH |
| 39 | RESEARCH ALLIANCE CORP III | RACC | G75226103 | $5.3M | 0.14% | 500,000 | SH |
| 40 | MOLECULAR PARTNERS AG | MOLN | 60853G106 | $5.1M | 0.13% | 1,353,968 | SH |
| 41 | TENAX THERAPEUTICS INC | TENX | 88032L605 | $4.9M | 0.13% | 339,549 | SH |
| 42 | ENTERA BIO LTD | ENTX | M40527109 | $4.3M | 0.11% | 2,425,000 | SH |
| 43 | INVENTIVA SA | IVA | 46124U107 | $2.6M | 0.07% | 686,040 | SH |
| 44 | ENGENE THERAPEUTICS | ENGNW | 29286X119 | $274.1K | 0.01% | 945,402 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $3.91B | 44 | 0000921895-26-002163 |
| 2026-03-31 | 2026-05-15 | $3.14B | 41 | 0000921895-26-001382 |
| 2025-12-31 | 2026-02-17 | $2.97B | 41 | 0000921895-26-000449 |
| 2025-09-30 | 2025-11-14 | $2.47B | 46 | 0000921895-25-003089 |