BVF as of Dec. 31, 2025
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 | |
| Revolution Medicines (RVMD) | 9.0 | $267M | 3.4M | 79.65 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 8.8 | $260M | 20M | 13.18 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 8.1 | $242M | 3.5M | 69.55 | |
| Olema Pharmaceuticals (OLMA) | 4.5 | $132M | 5.3M | 25.00 | |
| Mirum Pharmaceuticals (MIRM) | 4.0 | $118M | 1.5M | 78.99 | |
| Gh Research Ordinary Shares (GHRS) | 3.8 | $112M | 8.8M | 12.70 | |
| Xencor (XNCR) | 3.7 | $109M | 7.1M | 15.31 | |
| Zymeworks Del (ZYME) | 3.5 | $104M | 3.9M | 26.33 | |
| Palvella Therapeutics Inc Ne (PVLA) | 3.1 | $92M | 879k | 104.67 | |
| Kura Oncology (KURA) | 3.0 | $90M | 8.6M | 10.39 | |
| Stoke Therapeutics (STOK) | 2.4 | $72M | 2.3M | 31.74 | |
| Xoma Royalty Corporation Com New (XOMA) | 2.3 | $69M | 2.6M | 26.59 | |
| Abivax Sa Sponsored Ads (ABVX) | 2.3 | $69M | 508k | 134.85 | |
| Nektar Therapeutics Com New (NKTR) | 2.2 | $66M | 1.6M | 42.28 | |
| Ac Immune Sa SHS (ACIU) | 2.1 | $62M | 20M | 3.14 | |
| Monte Rosa Therapeutics (GLUE) | 2.0 | $60M | 3.8M | 15.68 | |
| Cullinan Oncology (CGEM) | 2.0 | $60M | 5.8M | 10.35 | |
| Tyra Biosciences (TYRA) | 1.9 | $56M | 2.1M | 26.29 | |
| Disc Medicine (IRON) | 1.7 | $52M | 650k | 79.41 | |
| Immunocore Hldgs Ads (IMCR) | 1.7 | $50M | 1.5M | 33.78 | |
| Adagio Therapeutics (IVVD) | 1.6 | $48M | 20M | 2.47 | |
| Septerna (SEPN) | 1.6 | $48M | 1.7M | 27.88 | |
| Annexon (ANNX) | 1.5 | $46M | 9.1M | 5.02 | |
| Compass Therapeutics (CMPX) | 1.4 | $42M | 7.8M | 5.37 | |
| 4d Molecular Therapeutics In (FDMT) | 1.2 | $35M | 4.6M | 7.50 | |
| Crescent Biopharma (CBIO) | 1.1 | $33M | 2.7M | 11.86 | |
| Foghorn Therapeutics (FHTX) | 1.0 | $29M | 5.3M | 5.40 | |
| Repare Therapeutics Ord | 0.9 | $27M | 10M | 2.60 | |
| Avalo Therapeutics Com New (AVTX) | 0.8 | $25M | 1.4M | 18.16 | |
| Pepgen (PEPG) | 0.4 | $13M | 1.9M | 6.51 | |
| Eledon Pharmaceuticals (ELDN) | 0.3 | $9.5M | 6.3M | 1.51 | |
| X4 Pharmaceuticals Com New (XFOR) | 0.3 | $8.9M | 2.2M | 4.00 | |
| Axsome Therapeutics (AXSM) | 0.3 | $8.4M | 46k | 182.64 | |
| Molecular Partners Ads (MOLN) | 0.2 | $5.8M | 1.4M | 4.30 | |
| Imagenebio (IMA) | 0.2 | $5.5M | 802k | 6.90 | |
| Tscan Therapeutics (TCRX) | 0.2 | $5.2M | 5.2M | 1.00 | |
| Tenax Therapeutics Com New (TENX) | 0.1 | $4.1M | 340k | 12.19 | |
| Immunic (IMUX) | 0.1 | $4.1M | 7.7M | 0.53 | |
| Inventiva Sa Ads (IVA) | 0.1 | $3.2M | 686k | 4.65 | |
| Engene Holdings *w Exp 10/31/202 (ENGNW) | 0.1 | $2.4M | 945k | 2.54 |
