BVF
Latest statistics and disclosures from BVF's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KYMR, RVMD, PTGX, MLTX, CDTX, and represent 38.28% of BVF's stock portfolio.
- Added to shares of these 10 stocks: NKTR (+$73M), CDTX (+$60M), ABVX (+$47M), GPCR (+$40M), STOK (+$39M), PVLA (+$29M), IMCR (+$20M), CMPX (+$17M), PEPG (+$8.8M), XFOR (+$7.6M).
- Started 7 new stock positions in XFOR, ABVX, STOK, PEPG, Imagenebio, CMPX, NKTR.
- Reduced shares in these 10 stocks: AXSM (-$146M), CELC (-$139M), MIRM (-$93M), IONS (-$76M), RVMD (-$47M), PTGX (-$43M), VSTM (-$14M), RAPT (-$9.2M), FBRX (-$7.8M), SEPN (-$7.2M).
- Sold out of its positions in IKNA, IONS, OVID, RAPT, VSTM.
- BVF was a net seller of stock by $-239M.
- BVF has $2.5B in assets under management (AUM), dropping by -11.87%.
- Central Index Key (CIK): 0001056807
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Portfolio Holdings for BVF
BVF holds 46 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kymera Therapeutics (KYMR) | 12.6 | $312M | 5.5M | 56.60 |
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| Revolution Medicines (RVMD) | 7.5 | $186M | -20% | 4.0M | 46.70 |
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| Protagonist Therapeutics (PTGX) | 6.9 | $170M | -20% | 2.6M | 66.43 |
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| Moonlake Immunotherapeutics Class A Ord (MLTX) | 5.7 | $142M | 20M | 7.17 |
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| Cidara Therapeutics Com New (CDTX) | 5.5 | $135M | +79% | 1.4M | 95.76 |
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| Gh Research Ordinary Shares (GHRS) | 5.1 | $126M | 8.8M | 14.30 |
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| Mirum Pharmaceuticals (MIRM) | 4.4 | $110M | -45% | 1.5M | 73.31 |
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| Xoma Royalty Corporation Com New (XOMA) | 4.0 | $100M | 2.6M | 38.54 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 3.6 | $90M | +80% | 3.2M | 28.00 |
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| Kura Oncology (KURA) | 3.1 | $76M | +11% | 8.6M | 8.85 |
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| Septerna (SEPN) | 3.1 | $76M | -8% | 4.0M | 18.81 |
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| Palvella Therapeutics Inc Ne (PVLA) | 3.0 | $73M | +66% | 1.2M | 62.69 |
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| Nektar Therapeutics Com New (NKTR) | 2.9 | $73M | NEW | 1.3M | 56.90 |
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| Zymeworks Del (ZYME) | 2.7 | $67M | -8% | 3.9M | 17.08 |
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| Axsome Therapeutics (AXSM) | 2.4 | $59M | -71% | 487k | 121.45 |
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| Ac Immune Sa SHS (ACIU) | 2.3 | $57M | 20M | 2.89 |
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| Immunocore Hldgs Ads (IMCR) | 2.3 | $57M | +53% | 1.6M | 36.33 |
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| Olema Pharmaceuticals (OLMA) | 2.1 | $52M | 5.3M | 9.79 |
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| Tyra Biosciences (TYRA) | 2.1 | $51M | -7% | 3.6M | 13.99 |
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| Abivax Sa Sponsored Ads (ABVX) | 1.9 | $47M | NEW | 558k | 84.90 |
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| Monte Rosa Therapeutics (GLUE) | 1.7 | $42M | 5.7M | 7.41 |
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| 4d Molecular Therapeutics In (FDMT) | 1.6 | $40M | 4.6M | 8.69 |
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| Stoke Therapeutics (STOK) | 1.6 | $39M | NEW | 1.7M | 23.50 |
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| Cullinan Oncology (CGEM) | 1.4 | $34M | 5.8M | 5.93 |
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| Celcuity (CELC) | 1.3 | $33M | -81% | 658k | 49.40 |
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| Xencor (XNCR) | 1.3 | $32M | 2.7M | 11.73 |
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| Foghorn Therapeutics (FHTX) | 1.1 | $26M | 5.3M | 4.89 |
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| Annexon (ANNX) | 0.9 | $21M | 7.0M | 3.05 |
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| Repare Therapeutics Ord (RPTX) | 0.7 | $18M | 10M | 1.76 |
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| Avalo Therapeutics Com New (AVTX) | 0.7 | $17M | +31% | 1.4M | 12.71 |
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| Compass Therapeutics (CMPX) | 0.7 | $17M | NEW | 4.8M | 3.50 |
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| Crescent Biopharma (CBIO) | 0.7 | $17M | 1.4M | 11.89 |
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| Eledon Pharmaceuticals (ELDN) | 0.7 | $16M | 6.3M | 2.59 |
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| Tscan Therapeutics (TCRX) | 0.4 | $9.5M | 5.2M | 1.82 |
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| Pepgen (PEPG) | 0.4 | $8.8M | NEW | 1.9M | 4.62 |
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| X4 Pharmaceuticals Com New (XFOR) | 0.3 | $7.6M | NEW | 2.2M | 3.42 |
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| Immunic (IMUX) | 0.3 | $6.7M | 7.7M | 0.88 |
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| Imagenebio | 0.3 | $6.5M | NEW | 802k | 8.15 |
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| Molecular Partners Ads (MOLN) | 0.2 | $5.0M | 1.4M | 3.71 |
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| Inventiva Sa Ads (IVA) | 0.2 | $4.0M | 686k | 5.79 |
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| Tenax Therapeutics Com New (TENX) | 0.1 | $2.6M | 340k | 7.61 |
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| Essa Pharma Com New (EPIX) | 0.1 | $2.2M | +33% | 12M | 0.19 |
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| Sab Biotherapeutics Com New (SABS) | 0.1 | $1.9M | 933k | 2.01 |
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| Forte Biosciences Com New (FBRX) | 0.0 | $980k | -88% | 65k | 15.00 |
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| Engene Holdings *w Exp 10/31/202 (ENGNW) | 0.0 | $681k | 945k | 0.72 |
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| Nls Pharmaceutics Com New (NLSP) | 0.0 | $263k | 144k | 1.83 |
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Past Filings by BVF
SEC 13F filings are viewable for BVF going back to 2010
- BVF 2025 Q3 filed Nov. 14, 2025
- BVF 2025 Q2 filed Aug. 14, 2025
- BVF 2025 Q1 filed May 15, 2025
- BVF 2024 Q4 filed Feb. 14, 2025
- BVF 2024 Q3 filed Nov. 14, 2024
- BVF 2024 Q2 filed Aug. 14, 2024
- BVF 2024 Q1 filed May 15, 2024
- BVF 2023 Q4 filed Feb. 14, 2024
- BVF 2023 Q3 filed Nov. 14, 2023
- BVF 2023 Q2 filed Aug. 14, 2023
- BVF 2023 Q1 filed May 15, 2023
- BVF 2022 Q4 filed Feb. 14, 2023
- BVF 2022 Q3 filed Nov. 14, 2022
- BVF 2022 Q2 filed Aug. 15, 2022
- BVF 2022 Q1 filed May 16, 2022
- BVF 2021 Q4 filed Feb. 14, 2022