BVF
Latest statistics and disclosures from BVF's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SWTX, PRNB, ARGX, IONS, MRUS, and represent 27.03% of BVF's stock portfolio.
- Added to shares of these 10 stocks: ARGX (+$82.21M), Repare Therapeutics Ord (+$60.32M), RCUS (+$45.62M), CLDX (+$35.62M), PTGX (+$29.58M), IDYA (+$27.59M), MRUS (+$24.87M), XOMA (+$24.75M), Calliditas Therap Adr Rep 2 Ord (+$17.48M), STRO (+$14.69M).
- Started 8 new stock positions in EXEL, Calliditas Therap Adr Rep 2 Ord, CLDX, CRIS, Forte Biosciences, Repare Therapeutics Ord, EVLO, CFRX.
- Reduced shares in these 10 stocks: CYTK (-$46.43M), IONS (-$30.76M), SWTX (-$20.19M), RVMD (-$18.94M), MRSN (-$13.83M), CALA (-$13.04M), PHAT (-$11.67M), MTEM (-$9.67M), ANAB (-$8.84M), PIRS (-$8.55M).
- Sold out of its positions in AKRO, ALPN, CYTK, EIGR, GLPG, KZR, MRSN, PRVL.
- BVF was a net buyer of stock by $243.10M.
- BVF has $1.62B in assets under management (AUM), growing by 51.17%.
Portfolio Holdings for BVF
Companies in the BVF portfolio as of the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Springworks Therapeutics (SWTX) | 5.92 | $96.05M | -17% | 2.29M | 42.00 | |
| Principia Biopharma (PRNB) | 5.47 | $88.77M | -6% | 1.48M | 59.79 | |
| Argenx Se Sponsored Adr (ARGX) | 5.42 | $87.84M | +1460% | 390.00k | 225.23 | |
| Ionis Pharmaceuticals (IONS) | 5.17 | $83.89M | -26% | 1.42M | 58.96 | |
| Merus N V (MRUS) | 5.05 | $81.91M | +43% | 5.09M | 16.09 | |
| Xoma Corp Del Com New (XOMA) | 4.91 | $79.56M | +45% | 4.03M | 19.76 | |
| Ac Immune Sa SHS (ACIU) | 4.70 | $76.18M | 11.32M | 6.73 | ||
| Xencor (XNCR) | 4.13 | $66.99M | +22% | 2.07M | 32.39 | |
| Repare Therapeutics Ord | 3.72 | $60.32M | NEW | 1.94M | 31.02 | |
| Replimune Group (REPL) | 3.55 | $57.53M | +17% | 2.32M | 24.85 | |
| Five Prime Therapeutics (FPRX) | 3.00 | $48.73M | +2% | 7.99M | 6.10 | |
| Arcus Biosciences Incorporated (RCUS) | 2.87 | $46.58M | +4780% | 1.88M | 24.74 | |
| Ideaya Biosciences (IDYA) | 2.83 | $45.85M | +151% | 3.23M | 14.21 | |
| Kura Oncology (KURA) | 2.79 | $45.25M | +14% | 2.78M | 16.30 | |
| Xenon Pharmaceuticals (XENE) | 2.72 | $44.10M | +31% | 3.52M | 12.54 | |
| Protagonist Therapeutics (PTGX) | 2.58 | $41.81M | +241% | 2.37M | 17.66 | |
| Calithera Biosciences (CALA) | 2.31 | $37.44M | -25% | 7.09M | 5.28 | |
| Syndax Pharmaceuticals (SNDX) | 2.26 | $36.61M | +15% | 2.47M | 14.82 | |
| Celldex Therapeutics Com New (CLDX) | 2.20 | $35.62M | NEW | 2.74M | 13.00 | |
| Molecular Templates (MTEM) | 1.83 | $29.64M | -24% | 2.15M | 13.79 | |
| Anaptysbio Inc Common (ANAB) | 1.78 | $28.92M | -23% | 1.29M | 22.34 | |
| Glycomimetics (GLYC) | 1.68 | $27.24M | 7.24M | 3.76 | ||
| Immunovant (IMVT) | 1.63 | $26.50M | +8% | 1.09M | 24.35 | |
| Cytomx Therapeutics (CTMX) | 1.60 | $25.95M | -20% | 3.12M | 8.33 | |
| Revolution Medicines (RVMD) | 1.55 | $25.20M | -42% | 798.29k | 31.57 | |
| Selecta Biosciences (SELB) | 1.45 | $23.56M | +129% | 8.29M | 2.84 | |
| Sutro Biopharma (STRO) | 1.13 | $18.38M | +398% | 2.37M | 7.76 | |
| Ovid Therapeutics (OVID) | 1.09 | $17.63M | +86% | 2.39M | 7.37 | |
| Calliditas Therapeutics Ab Sponsored Ads | 1.08 | $17.48M | NEW | 750.00k | 23.30 | |
| Mei Pharma Com New (MEIP) | 1.05 | $17.06M | -18% | 4.13M | 4.13 | |
| Black Diamond Therapeutics (BDTX) | 0.98 | $15.97M | 378.79k | 42.16 | ||
| Infinity Pharmaceuticals (INFI) | 0.97 | $15.76M | 17.43M | 0.90 | ||
| Forte Biosciences | 0.88 | $14.27M | NEW | 978.86k | 14.58 | |
| Cidara Therapeutics Inc Common Stock Usd 0.0001 (CDTX) | 0.84 | $13.61M | -3% | 3.69M | 3.69 | |
| Surface Oncology (SURF) | 0.82 | $13.37M | +107% | 2.04M | 6.56 | |
| Essa Pharma Com New (EPIX) | 0.76 | $12.31M | -17% | 1.98M | 6.20 | |
| Phathom Pharmaceuticals (PHAT) | 0.65 | $10.60M | -52% | 322.10k | 32.91 | |
| Contrafect Corp (CFRX) | 0.63 | $10.22M | NEW | 1.60M | 6.39 | |
| Gamida Cell SHS (GMDA) | 0.60 | $9.80M | +114% | 2.14M | 4.57 | |
| Pieris Pharmaceuticals (PIRS) | 0.60 | $9.66M | -46% | 3.12M | 3.10 | |
| X4 Pharmaceuticals (XFOR) | 0.58 | $9.42M | -13% | 1.01M | 9.32 | |
| Verastem (VSTM) | 0.53 | $8.65M | -20% | 5.03M | 1.72 | |
| Galmed Pharmaceuticals SHS (GLMD) | 0.53 | $8.60M | 1.80M | 4.78 | ||
| Cti Biopharma (CTIC) | 0.50 | $8.04M | 6.93M | 1.16 | ||
| Spero Therapeutics (SPRO) | 0.41 | $6.58M | -13% | 486.54k | 13.53 | |
| Evelo Biosciences (EVLO) | 0.39 | $6.37M | NEW | 1.30M | 4.90 | |
| Erytech Pharma Sponsored Adr (ERYP) | 0.32 | $5.26M | 625.00k | 8.42 | ||
| Corvus Pharmaceuticals (CRVS) | 0.29 | $4.74M | -19% | 1.74M | 2.72 | |
| Genocea Biosciences Com New (GNCA) | 0.29 | $4.64M | -3% | 2.02M | 2.30 | |
| Curis Com New (CRIS) | 0.27 | $4.42M | NEW | 3.65M | 1.21 | |
| Forward Pharma A/s Sponsord Ads New (FWP) | 0.24 | $3.97M | -30% | 647.30k | 6.13 | |
| Biolinerx Sponsored Ads (BLRX) | 0.18 | $2.88M | -2% | 1.69M | 1.71 | |
| Spring Bk Pharmaceuticals In (SBPH) | 0.09 | $1.38M | 941.17k | 1.47 | ||
| Regulus Therapeutics Com New (RGLS) | 0.06 | $988.03k | -8% | 1.45M | 0.68 | |
| Novus Therapeutics (NVUS) | 0.05 | $818.07k | +160% | 1.78M | 0.46 | |
| Sunesis Pharmaceuticals Inc Ne (SNSS) | 0.04 | $684.02k | -58% | 2.59M | 0.26 | |
| Exelixis (EXEL) | 0.02 | $363.00k | NEW | 15.30k | 23.73 |
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Past Filings by BVF
SEC 13F filings are viewable for BVF going back to 2010
- BVF 2020 Q1 filed May 15, 2020
- BVF 2019 Q4 filed Feb. 14, 2020
- BVF 2019 Q3 filed Nov. 14, 2019
- BVF 2019 Q1 filed May 15, 2019
- BVF 2018 Q4 filed Feb. 14, 2019
- BVF 2018 Q3 filed Nov. 14, 2018
- BVF 2018 Q2 filed Aug. 14, 2018
- BVF 2018 Q1 filed May 7, 2018
- BVF 2017 Q4 filed Feb. 14, 2018
- BVF 2017 Q3 filed Nov. 14, 2017
- BVF 2017 Q2 filed Aug. 14, 2017
- BVF 2017 Q1 filed May 15, 2017
- BVF 2016 Q4 filed Feb. 14, 2017
- BVF 2016 Q3 filed Nov. 14, 2016
- BVF 2016 Q2 filed Aug. 15, 2016
- BVF 2016 Q1 filed May 16, 2016