BVF
Latest statistics and disclosures from BVF's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RVMD, KYMR, XOMA, MLTX, GHRS, and represent 47.71% of BVF's stock portfolio.
- Added to shares of these 10 stocks: XOMA (+$213M), QTTB (+$30M), ABSI (+$27M), RVMD (+$20M), SGMT (+$19M), IMUX (+$12M), AVTX (+$8.2M), ALKS (+$8.1M), IVVD (+$7.5M), OKUR (+$5.7M).
- Started 7 new stock positions in IMUX, ENTX, QTTB, Research Alliance Corp Iii, ABSI, Engene Therapeutics, SGMT.
- Reduced shares in these 10 stocks: KYMR (-$187M), MIRM (-$62M), PVLA (-$44M), CMPX (-$41M), SEPN (-$33M), TYRA (-$16M), NKTR (-$12M), IRON (-$8.7M), Immunic (-$8.5M), GPCR.
- Sold out of its positions in CMPX, ENGNW, Immunic, SEPN.
- BVF was a net seller of stock by $-60M.
- BVF has $3.9B in assets under management (AUM), dropping by 24.59%.
- Central Index Key (CIK): 0001056807
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Portfolio Holdings for BVF
BVF holds 44 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Revolution Medicines (RVMD) | 14.2 | $555M | +3% | 3.0M | 187.28 |
|
| Kymera Therapeutics (KYMR) | 11.4 | $444M | -29% | 3.9M | 114.67 |
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| Xoma Royalty Corporation Com New (XOMA) | 8.3 | $323M | +193% | 7.6M | 42.50 |
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| Moonlake Immunotherapeutics Class A Ord (MLTX) | 8.0 | $312M | 16M | 19.47 |
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| Gh Research Ordinary Shares (GHRS) | 5.9 | $233M | 8.7M | 26.88 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 4.6 | $181M | -2% | 3.4M | 53.67 |
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| Nektar Therapeutics Com New (NKTR) | 4.3 | $167M | -6% | 2.4M | 69.81 |
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| Mirum Pharmaceuticals (MIRM) | 3.2 | $124M | -33% | 1.1M | 117.07 |
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| Xencor (XNCR) | 2.9 | $115M | 7.1M | 16.10 |
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| Alkermes SHS (ALKS) | 2.9 | $113M | +7% | 2.2M | 52.40 |
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| Monte Rosa Therapeutics (GLUE) | 2.8 | $108M | 4.5M | 24.20 |
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| Cullinan Oncology (CGEM) | 2.7 | $105M | 5.8M | 18.21 |
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| Palvella Therapeutics Inc Ne (PVLA) | 2.6 | $103M | -29% | 673k | 152.82 |
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| Zymeworks Del (ZYME) | 2.4 | $95M | -2% | 3.6M | 26.14 |
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| Kura Oncology (KURA) | 2.4 | $93M | 8.4M | 10.97 |
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| Disc Medicine (IRON) | 2.2 | $84M | -9% | 1.2M | 73.14 |
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| Stoke Therapeutics (STOK) | 2.1 | $83M | 2.5M | 32.72 |
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| Olema Pharmaceuticals (OLMA) | 1.7 | $66M | 5.3M | 12.51 |
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| Annexon (ANNX) | 1.3 | $50M | 8.7M | 5.71 |
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| Crescent Biopharma (CBIO) | 1.3 | $50M | 2.7M | 18.00 |
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| Ac Immune Sa SHS (ACIU) | 1.2 | $47M | 20M | 2.38 |
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| Tyra Biosciences (TYRA) | 1.2 | $47M | -25% | 1.5M | 31.94 |
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| Sutro Biopharma Com Shs (STRO) | 1.1 | $42M | 1.3M | 33.20 |
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| Immunocore Hldgs Ads (IMCR) | 1.1 | $41M | 1.3M | 31.75 |
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| Avalo Therapeutics Com New (AVTX) | 1.0 | $38M | +27% | 2.1M | 18.48 |
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| 4d Molecular Therapeutics In (FDMT) | 1.0 | $38M | 2.9M | 13.30 |
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| Q32 Bio (QTTB) | 0.8 | $30M | NEW | 2.4M | 12.74 |
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| Anteris Technologies Global (AVR) | 0.8 | $30M | 3.0M | 9.85 |
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| Foghorn Therapeutics (FHTX) | 0.7 | $29M | 5.8M | 4.88 |
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| Absci Corp (ABSI) | 0.7 | $27M | NEW | 2.4M | 11.59 |
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| Eledon Pharmaceuticals (ELDN) | 0.6 | $25M | 6.3M | 3.94 |
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| Adagio Therapeutics (IVVD) | 0.6 | $25M | +44% | 28M | 0.87 |
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| Sagimet Biosciences Com Ser A (SGMT) | 0.5 | $19M | NEW | 2.5M | 7.73 |
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| Onkure Therapeutics Com Cl A (OKUR) | 0.4 | $15M | +63% | 3.2M | 4.56 |
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| Immunic Com New (IMUX) | 0.3 | $12M | NEW | 765k | 15.37 |
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| X4 Pharmaceuticals Com New (XFOR) | 0.3 | $10M | 2.2M | 4.67 |
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| Imagenebio (IMA) | 0.2 | $6.5M | 1.1M | 5.90 |
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| Tscan Therapeutics (TCRX) | 0.1 | $5.5M | 5.6M | 0.98 |
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| Research Alliance Corp Iii Ord Shs Cl A | 0.1 | $5.4M | NEW | 500k | 10.70 |
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| Molecular Partners Ads (MOLN) | 0.1 | $5.1M | 1.4M | 3.80 |
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| Tenax Therapeutics Com New (TENX) | 0.1 | $4.9M | 340k | 14.55 |
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| Entera Bio SHS (ENTX) | 0.1 | $4.3M | NEW | 2.4M | 1.77 |
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| Inventiva Sa Ads (IVA) | 0.1 | $2.6M | 686k | 3.78 |
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| Engene Therapeutics *w Exp 10/31/202 | 0.0 | $274k | NEW | 945k | 0.29 |
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Past Filings by BVF
SEC 13F filings are viewable for BVF going back to 2010
- BVF 2026 Q2 filed Aug. 14, 2026
- BVF 2026 Q1 filed May 15, 2026
- 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