BVF
Latest statistics and disclosures from BVF's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KYMR, MLTX, RVMD, NKTR, GPCR, and represent 44.13% of BVF's stock portfolio.
- Added to shares of these 10 stocks: NKTR (+$72M), ALKS (+$71M), IRON (+$40M), STRO (+$31M), AVR (+$17M), GLUE (+$10M), PVLA (+$10M), STOK (+$9.2M), MIRM (+$8.3M), OKUR (+$8.2M).
- Started 4 new stock positions in AVR, STRO, ALKS, OKUR.
- Reduced shares in these 10 stocks: MLTX (-$70M), ABVX (-$69M), RVMD (-$49M), Repare Therapeutics Ord (-$27M), FDMT (-$16M), PEPG (-$13M), SEPN (-$8.8M), AXSM (-$8.4M), IMCR (-$5.9M), TYRA (-$5.8M).
- Sold out of its positions in ABVX, AXSM, PEPG, Repare Therapeutics Ord.
- BVF was a net buyer of stock by $1.2M.
- BVF has $3.1B in assets under management (AUM), dropping by 5.67%.
- Central Index Key (CIK): 0001056807
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Portfolio Holdings for BVF
BVF holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kymera Therapeutics (KYMR) | 14.6 | $458M | 5.5M | 83.29 |
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| Moonlake Immunotherapeutics Class A Ord (MLTX) | 9.5 | $298M | -18% | 16M | 18.64 |
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| Revolution Medicines (RVMD) | 8.9 | $278M | -14% | 2.9M | 97.25 |
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| Nektar Therapeutics Com New (NKTR) | 5.9 | $184M | +64% | 2.6M | 71.95 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 5.3 | $167M | 3.5M | 48.20 |
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| Mirum Pharmaceuticals (MIRM) | 4.7 | $146M | +5% | 1.6M | 92.38 |
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| Gh Research Ordinary Shares (GHRS) | 3.9 | $122M | -2% | 8.7M | 14.06 |
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| Palvella Therapeutics Inc Ne (PVLA) | 3.8 | $120M | +9% | 961k | 124.65 |
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| Zymeworks Del (ZYME) | 3.0 | $94M | -5% | 3.7M | 25.04 |
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| Xencor (XNCR) | 2.7 | $86M | 7.1M | 12.06 |
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| Stoke Therapeutics (STOK) | 2.6 | $83M | +12% | 2.5M | 32.56 |
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| Cullinan Oncology (CGEM) | 2.6 | $82M | 5.8M | 14.21 |
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| Disc Medicine (IRON) | 2.6 | $81M | +95% | 1.3M | 63.94 |
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| Xoma Royalty Corporation Com New (XOMA) | 2.6 | $81M | 2.6M | 31.37 |
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| Olema Pharmaceuticals (OLMA) | 2.5 | $79M | 5.3M | 14.91 |
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| Tyra Biosciences (TYRA) | 2.4 | $76M | -7% | 2.0M | 38.30 |
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| Monte Rosa Therapeutics (GLUE) | 2.3 | $73M | +16% | 4.5M | 16.45 |
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| Alkermes SHS (ALKS) | 2.3 | $71M | NEW | 2.0M | 35.36 |
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| Kura Oncology (KURA) | 2.2 | $69M | 8.4M | 8.13 |
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| Ac Immune Sa SHS (ACIU) | 1.7 | $55M | 20M | 2.75 |
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| Crescent Biopharma (CBIO) | 1.6 | $51M | 2.7M | 18.37 |
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| Annexon (ANNX) | 1.5 | $48M | -4% | 8.7M | 5.54 |
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| Compass Therapeutics (CMPX) | 1.3 | $41M | 7.8M | 5.29 |
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| Immunocore Hldgs Ads (IMCR) | 1.2 | $39M | -13% | 1.3M | 30.15 |
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| Septerna (SEPN) | 1.0 | $33M | -21% | 1.4M | 24.03 |
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| Sutro Biopharma Com Shs (STRO) | 1.0 | $31M | NEW | 1.3M | 24.91 |
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| Foghorn Therapeutics (FHTX) | 0.9 | $28M | +10% | 5.8M | 4.78 |
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| 4d Molecular Therapeutics In (FDMT) | 0.9 | $27M | -37% | 2.9M | 9.31 |
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| Adagio Therapeutics (IVVD) | 0.8 | $25M | 20M | 1.30 |
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| Avalo Therapeutics Com New (AVTX) | 0.8 | $24M | +20% | 1.6M | 14.93 |
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| Eledon Pharmaceuticals (ELDN) | 0.6 | $19M | 6.3M | 3.08 |
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| Anteris Technologies Global (AVR) | 0.5 | $17M | NEW | 3.0M | 5.55 |
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| X4 Pharmaceuticals Com New (XFOR) | 0.3 | $9.2M | 2.2M | 4.13 |
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| Immunic (IMUX) | 0.3 | $8.5M | 7.7M | 1.11 |
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| Onkure Therapeutics Com Cl A (OKUR) | 0.3 | $8.2M | NEW | 2.0M | 4.14 |
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| Tscan Therapeutics (TCRX) | 0.2 | $5.6M | +6% | 5.6M | 1.01 |
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| Imagenebio (IMA) | 0.2 | $5.6M | +38% | 1.1M | 5.00 |
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| Tenax Therapeutics Com New (TENX) | 0.2 | $5.4M | 340k | 15.99 |
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| Molecular Partners Ads (MOLN) | 0.2 | $5.4M | 1.4M | 3.96 |
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| Inventiva Sa Ads (IVA) | 0.1 | $3.8M | 686k | 5.55 |
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| Engene Holdings *w Exp 10/31/202 (ENGNW) | 0.1 | $2.5M | 945k | 2.63 |
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Past Filings by BVF
SEC 13F filings are viewable for BVF going back to 2010
- 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
- BVF 2022 Q2 filed Aug. 15, 2022