BVF INC/IL — 13F Holdings & Portfolio
CIK 1056807 · latest 13F-HR filed 2026-05-15
BVF INC/IL manages $3.14B in 13F-reported U.S. long-equity assets across 41 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are KYMR (14.60%), MLTX (9.50%), RVMD (8.85%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 4, added to 19, and trimmed 11.
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.
$3.14B
Long-equity book
41
Distinct positions
2026-03-31
Filed 2026-05-15
+4 / −4 / ↑19 / ↓11
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NEKTAR THERAPEUTICS$118.2M +179.3%
- MOONLAKE IMMUNOTHERAPEUTICS$37.9M +14.6%
- KYMERA THERAPEUTICS INC$30.2M +7.0%
- DISC MEDICINE INC$29.7M +57.6%
- MIRUM PHARMACEUTICALS INC$28.3M +23.9%
Top Trims
- STRUCTURE THERAPEUTICS INC-$75.2M -31.1%
- OLEMA PHARMACEUTICALS INC-$53.4M -40.4%
- XENCOR INC-$23.2M -21.2%
- INVIVYD INC-$22.8M -47.4%
- KURA ONCOLOGY INC-$20.9M -23.3%
New Positions
- ALKERMES PLC$70.7M
- SUTRO BIOPHARMA INC$31.2M
- ANTERIS TECHNOLOGIES GLOBAL$16.6M
- ONKURE THERAPEUTICS INC$8.2M
Exited Positions
- ABIVAX SA$68.5M
- REPARE THERAPEUTICS INC$26.9M
- PEPGEN INC$12.5M
- AXSOME THERAPEUTICS INC$8.4M
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 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $458.3M | 14.60% | 5,502,710 | SH |
| 2 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 61559X104 | $298.3M | 9.50% | 16,001,284 | SH |
| 3 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $277.8M | 8.85% | 2,856,782 | SH |
| 4 | NEKTAR THERAPEUTICS | NKTR | 640268306 | $184.2M | 5.87% | 2,559,595 | SH |
| 5 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $166.7M | 5.31% | 3,459,358 | SH |
| 6 | MIRUM PHARMACEUTICALS INC | MIRM | 604749101 | $146.4M | 4.66% | 1,584,727 | SH |
| 7 | GH RESEARCH PLC | GHRS | G3855L106 | $121.6M | 3.87% | 8,650,158 | SH |
| 8 | PALVELLA THERAPEUTICS INC NE | PVLA | 697947109 | $119.8M | 3.82% | 960,989 | SH |
| 9 | ZYMEWORKS INC | ZYME | 98985Y108 | $93.5M | 2.98% | 3,734,142 | SH |
| 10 | XENCOR INC | XNCR | 98401F105 | $86.0M | 2.74% | 7,133,720 | SH |
| 11 | STOKE THERAPEUTICS INC | STOK | 86150R107 | $82.9M | 2.64% | 2,547,557 | SH |
| 12 | CULLINAN THERAPEUTICS INC | CGEM | 230031106 | $81.7M | 2.60% | 5,750,683 | SH |
| 13 | DISC MEDICINE INC | IRON | 254604101 | $81.4M | 2.59% | 1,272,312 | SH |
| 14 | XOMA ROYALTY CORPORATION | XOMA | 98419J206 | $81.3M | 2.59% | 2,590,303 | SH |
| 15 | OLEMA PHARMACEUTICALS INC | OLMA | 68062P106 | $79.0M | 2.52% | 5,295,893 | SH |
| 16 | TYRA BIOSCIENCES INC | TYRA | 90240B106 | $75.7M | 2.41% | 1,976,196 | SH |
| 17 | MONTE ROSA THERAPEUTICS INC | GLUE | 61225M102 | $73.4M | 2.34% | 4,460,886 | SH |
| 18 | ALKERMES PLC | ALKS | G01767105 | $70.7M | 2.25% | 2,000,000 | SH |
| 19 | KURA ONCOLOGY INC | KURA | 50127T109 | $68.7M | 2.19% | 8,445,769 | SH |
| 20 | AC IMMUNE SA | ACIU | H00263105 | $54.5M | 1.74% | 19,822,436 | SH |
| 21 | CRESCENT BIOPHARMA INC. | CBIO | G2545C104 | $50.5M | 1.61% | 2,748,763 | SH |
| 22 | ANNEXON INC | ANNX | 03589W102 | $48.2M | 1.54% | 8,698,173 | SH |
| 23 | COMPASS THERAPEUTICS INC | CMPX | 20454B104 | $41.1M | 1.31% | 7,764,842 | SH |
| 24 | IMMUNOCORE HLDGS PLC | IMCR | 45258D105 | $39.0M | 1.24% | 1,294,463 | SH |
| 25 | SEPTERNA INC | SEPN | 81734D104 | $32.5M | 1.04% | 1,353,249 | SH |
| 26 | SUTRO BIOPHARMA INC | STRO | 869367201 | $31.2M | 0.99% | 1,251,788 | SH |
| 27 | FOGHORN THERAPEUTICS INC | FHTX | 344174107 | $27.9M | 0.89% | 5,842,000 | SH |
| 28 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 35104E100 | $26.8M | 0.85% | 2,879,289 | SH |
| 29 | INVIVYD INC | IVVD | 00534A102 | $25.4M | 0.81% | 19,525,000 | SH |
| 30 | AVALO THERAPEUTICS INC | AVTX | 05338F306 | $24.4M | 0.78% | 1,632,845 | SH |
| 31 | ELEDON PHARMACEUTICALS INC | ELDN | 28617K101 | $19.4M | 0.62% | 6,293,282 | SH |
| 32 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 03675P102 | $16.6M | 0.53% | 3,000,000 | SH |
| 33 | X4 PHARMACEUTICALS INC | XFOR | 98420X202 | $9.2M | 0.29% | 2,233,742 | SH |
| 34 | IMMUNIC INC | IMUX | 4525EP101 | $8.5M | 0.27% | 7,652,972 | SH |
| 35 | ONKURE THERAPEUTICS INC | OKUR | 68277Q105 | $8.2M | 0.26% | 1,978,972 | SH |
| 36 | TSCAN THERAPEUTICS INC | TCRX | 89854M101 | $5.6M | 0.18% | 5,564,290 | SH |
| 37 | IMAGENEBIO INC | IMA | 45175G207 | $5.6M | 0.18% | 1,110,002 | SH |
| 38 | TENAX THERAPEUTICS INC | TENX | 88032L605 | $5.4M | 0.17% | 339,549 | SH |
| 39 | MOLECULAR PARTNERS AG | MOLN | 60853G106 | $5.4M | 0.17% | 1,353,968 | SH |
| 40 | INVENTIVA SA | IVA | 46124U107 | $3.8M | 0.12% | 686,040 | SH |
| 41 | ENGENE HOLDINGS INC | ENGNW | 29286M113 | $2.5M | 0.08% | 945,402 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |