BVF
Latest statistics and disclosures from BVF's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KYMR, RVMD, MLTX, GPCR, OLMA, and represent 44.78% of BVF's stock portfolio.
- Added to shares of these 10 stocks: XNCR (+$67M), IRON (+$52M), IVVD (+$48M), STOK (+$19M), GPCR (+$19M), CMPX (+$16M), CBIO (+$16M), NKTR (+$12M), ANNX (+$11M), AVTX.
- Started 2 new stock positions in IRON, IVVD.
- Reduced shares in these 10 stocks: PTGX (-$170M), CDTX (-$135M), AXSM (-$81M), SEPN (-$64M), RVMD (-$49M), TYRA (-$40M), CELC (-$33M), PVLA (-$30M), GLUE (-$29M), ABVX (-$6.7M).
- Sold out of its positions in CELC, CDTX, EPIX, FBRX, PTGX, SABS, NLSP.
- BVF was a net seller of stock by $-384M.
- BVF has $3.0B in assets under management (AUM), dropping by 20.42%.
- Central Index Key (CIK): 0001056807
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Portfolio Holdings for BVF
BVF holds 41 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kymera Therapeutics (KYMR) | 14.4 | $428M | 5.5M | 77.81 |
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| Revolution Medicines (RVMD) | 9.0 | $267M | -15% | 3.4M | 79.65 |
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| Moonlake Immunotherapeutics Class A Ord (MLTX) | 8.8 | $260M | 20M | 13.18 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 8.1 | $242M | +8% | 3.5M | 69.55 |
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| Olema Pharmaceuticals (OLMA) | 4.5 | $132M | 5.3M | 25.00 |
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| Mirum Pharmaceuticals (MIRM) | 4.0 | $118M | 1.5M | 78.99 |
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| Gh Research Ordinary Shares (GHRS) | 3.8 | $112M | 8.8M | 12.70 |
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| Xencor (XNCR) | 3.7 | $109M | +160% | 7.1M | 15.31 |
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| Zymeworks Del (ZYME) | 3.5 | $104M | 3.9M | 26.33 |
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| Palvella Therapeutics Inc Ne (PVLA) | 3.1 | $92M | -24% | 879k | 104.67 |
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| Kura Oncology (KURA) | 3.0 | $90M | 8.6M | 10.39 |
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| Stoke Therapeutics (STOK) | 2.4 | $72M | +36% | 2.3M | 31.74 |
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| Xoma Royalty Corporation Com New (XOMA) | 2.3 | $69M | 2.6M | 26.59 |
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| Abivax Sa Sponsored Ads (ABVX) | 2.3 | $69M | -8% | 508k | 134.85 |
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| Nektar Therapeutics Com New (NKTR) | 2.2 | $66M | +22% | 1.6M | 42.28 |
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| Ac Immune Sa SHS (ACIU) | 2.1 | $62M | 20M | 3.14 |
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| Monte Rosa Therapeutics (GLUE) | 2.0 | $60M | -32% | 3.8M | 15.68 |
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| Cullinan Oncology (CGEM) | 2.0 | $60M | 5.8M | 10.35 |
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| Tyra Biosciences (TYRA) | 1.9 | $56M | -41% | 2.1M | 26.29 |
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| Disc Medicine (IRON) | 1.7 | $52M | NEW | 650k | 79.41 |
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| Immunocore Hldgs Ads (IMCR) | 1.7 | $50M | -5% | 1.5M | 33.78 |
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| Adagio Therapeutics (IVVD) | 1.6 | $48M | NEW | 20M | 2.47 |
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| Septerna (SEPN) | 1.6 | $48M | -57% | 1.7M | 27.88 |
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| Annexon (ANNX) | 1.5 | $46M | +30% | 9.1M | 5.02 |
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| Compass Therapeutics (CMPX) | 1.4 | $42M | +63% | 7.8M | 5.37 |
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| 4d Molecular Therapeutics In (FDMT) | 1.2 | $35M | 4.6M | 7.50 |
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| Crescent Biopharma (CBIO) | 1.1 | $33M | +98% | 2.7M | 11.86 |
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| Foghorn Therapeutics (FHTX) | 1.0 | $29M | 5.3M | 5.40 |
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| Repare Therapeutics Ord | 0.9 | $27M | 10M | 2.60 |
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| Avalo Therapeutics Com New (AVTX) | 0.8 | $25M | 1.4M | 18.16 |
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| Pepgen (PEPG) | 0.4 | $13M | 1.9M | 6.51 |
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| Eledon Pharmaceuticals (ELDN) | 0.3 | $9.5M | 6.3M | 1.51 |
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| X4 Pharmaceuticals Com New (XFOR) | 0.3 | $8.9M | 2.2M | 4.00 |
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| Axsome Therapeutics (AXSM) | 0.3 | $8.4M | -90% | 46k | 182.64 |
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| Molecular Partners Ads (MOLN) | 0.2 | $5.8M | 1.4M | 4.30 |
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| Imagenebio (IMA) | 0.2 | $5.5M | 802k | 6.90 |
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| Tscan Therapeutics (TCRX) | 0.2 | $5.2M | 5.2M | 1.00 |
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| Tenax Therapeutics Com New (TENX) | 0.1 | $4.1M | 340k | 12.19 |
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| Immunic (IMUX) | 0.1 | $4.1M | 7.7M | 0.53 |
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| Inventiva Sa Ads (IVA) | 0.1 | $3.2M | 686k | 4.65 |
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| Engene Holdings *w Exp 10/31/202 (ENGNW) | 0.1 | $2.4M | 945k | 2.54 |
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Past Filings by BVF
SEC 13F filings are viewable for BVF going back to 2010
- BVF 2025 Q4 filed Feb. 17, 2026
- 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