BVF as of March 31, 2026
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 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 9.5 | $298M | 16M | 18.64 | |
| Revolution Medicines (RVMD) | 8.9 | $278M | 2.9M | 97.25 | |
| Nektar Therapeutics Com New (NKTR) | 5.9 | $184M | 2.6M | 71.95 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 5.3 | $167M | 3.5M | 48.20 | |
| Mirum Pharmaceuticals (MIRM) | 4.7 | $146M | 1.6M | 92.38 | |
| Gh Research Ordinary Shares (GHRS) | 3.9 | $122M | 8.7M | 14.06 | |
| Palvella Therapeutics Inc Ne (PVLA) | 3.8 | $120M | 961k | 124.65 | |
| Zymeworks Del (ZYME) | 3.0 | $94M | 3.7M | 25.04 | |
| Xencor (XNCR) | 2.7 | $86M | 7.1M | 12.06 | |
| Stoke Therapeutics (STOK) | 2.6 | $83M | 2.5M | 32.56 | |
| Cullinan Oncology (CGEM) | 2.6 | $82M | 5.8M | 14.21 | |
| Disc Medicine (IRON) | 2.6 | $81M | 1.3M | 63.94 | |
| Xoma Royalty Corporation Com New (XOMA) | 2.6 | $81M | 2.6M | 31.37 | |
| Olema Pharmaceuticals (OLMA) | 2.5 | $79M | 5.3M | 14.91 | |
| Tyra Biosciences (TYRA) | 2.4 | $76M | 2.0M | 38.30 | |
| Monte Rosa Therapeutics (GLUE) | 2.3 | $73M | 4.5M | 16.45 | |
| Alkermes SHS (ALKS) | 2.3 | $71M | 2.0M | 35.36 | |
| Kura Oncology (KURA) | 2.2 | $69M | 8.4M | 8.13 | |
| Ac Immune Sa SHS (ACIU) | 1.7 | $55M | 20M | 2.75 | |
| Crescent Biopharma (CBIO) | 1.6 | $51M | 2.7M | 18.37 | |
| Annexon (ANNX) | 1.5 | $48M | 8.7M | 5.54 | |
| Compass Therapeutics (CMPX) | 1.3 | $41M | 7.8M | 5.29 | |
| Immunocore Hldgs Ads (IMCR) | 1.2 | $39M | 1.3M | 30.15 | |
| Septerna (SEPN) | 1.0 | $33M | 1.4M | 24.03 | |
| Sutro Biopharma Com Shs (STRO) | 1.0 | $31M | 1.3M | 24.91 | |
| Foghorn Therapeutics (FHTX) | 0.9 | $28M | 5.8M | 4.78 | |
| 4d Molecular Therapeutics In (FDMT) | 0.9 | $27M | 2.9M | 9.31 | |
| Adagio Therapeutics (IVVD) | 0.8 | $25M | 20M | 1.30 | |
| Avalo Therapeutics Com New (AVTX) | 0.8 | $24M | 1.6M | 14.93 | |
| Eledon Pharmaceuticals (ELDN) | 0.6 | $19M | 6.3M | 3.08 | |
| Anteris Technologies Global (AVR) | 0.5 | $17M | 3.0M | 5.55 | |
| X4 Pharmaceuticals Com New (XFOR) | 0.3 | $9.2M | 2.2M | 4.13 | |
| Immunic (IMUX) | 0.3 | $8.5M | 7.7M | 1.11 | |
| Onkure Therapeutics Com Cl A (OKUR) | 0.3 | $8.2M | 2.0M | 4.14 | |
| Tscan Therapeutics (TCRX) | 0.2 | $5.6M | 5.6M | 1.01 | |
| Imagenebio (IMA) | 0.2 | $5.6M | 1.1M | 5.00 | |
| Tenax Therapeutics Com New (TENX) | 0.2 | $5.4M | 340k | 15.99 | |
| Molecular Partners Ads (MOLN) | 0.2 | $5.4M | 1.4M | 3.96 | |
| Inventiva Sa Ads (IVA) | 0.1 | $3.8M | 686k | 5.55 | |
| Engene Holdings *w Exp 10/31/202 (ENGNW) | 0.1 | $2.5M | 945k | 2.63 |
