BVF as of June 30, 2026
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 | 3.0M | 187.28 | |
| Kymera Therapeutics (KYMR) | 11.4 | $444M | 3.9M | 114.67 | |
| Xoma Royalty Corporation Com New (XOMA) | 8.3 | $323M | 7.6M | 42.50 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 8.0 | $312M | 16M | 19.47 | |
| Gh Research Ordinary Shares (GHRS) | 5.9 | $233M | 8.7M | 26.88 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 4.6 | $181M | 3.4M | 53.67 | |
| Nektar Therapeutics Com New (NKTR) | 4.3 | $167M | 2.4M | 69.81 | |
| Mirum Pharmaceuticals (MIRM) | 3.2 | $124M | 1.1M | 117.07 | |
| Xencor (XNCR) | 2.9 | $115M | 7.1M | 16.10 | |
| Alkermes SHS (ALKS) | 2.9 | $113M | 2.2M | 52.40 | |
| Monte Rosa Therapeutics (GLUE) | 2.8 | $108M | 4.5M | 24.20 | |
| Cullinan Oncology (CGEM) | 2.7 | $105M | 5.8M | 18.21 | |
| Palvella Therapeutics Inc Ne (PVLA) | 2.6 | $103M | 673k | 152.82 | |
| Zymeworks Del (ZYME) | 2.4 | $95M | 3.6M | 26.14 | |
| Kura Oncology (KURA) | 2.4 | $93M | 8.4M | 10.97 | |
| Disc Medicine (IRON) | 2.2 | $84M | 1.2M | 73.14 | |
| Stoke Therapeutics (STOK) | 2.1 | $83M | 2.5M | 32.72 | |
| Olema Pharmaceuticals (OLMA) | 1.7 | $66M | 5.3M | 12.51 | |
| Annexon (ANNX) | 1.3 | $50M | 8.7M | 5.71 | |
| Crescent Biopharma (CBIO) | 1.3 | $50M | 2.7M | 18.00 | |
| Ac Immune Sa SHS (ACIU) | 1.2 | $47M | 20M | 2.38 | |
| Tyra Biosciences (TYRA) | 1.2 | $47M | 1.5M | 31.94 | |
| Sutro Biopharma Com Shs (STRO) | 1.1 | $42M | 1.3M | 33.20 | |
| Immunocore Hldgs Ads (IMCR) | 1.1 | $41M | 1.3M | 31.75 | |
| Avalo Therapeutics Com New (AVTX) | 1.0 | $38M | 2.1M | 18.48 | |
| 4d Molecular Therapeutics In (FDMT) | 1.0 | $38M | 2.9M | 13.30 | |
| Q32 Bio (QTTB) | 0.8 | $30M | 2.4M | 12.74 | |
| Anteris Technologies Global (AVR) | 0.8 | $30M | 3.0M | 9.85 | |
| Foghorn Therapeutics (FHTX) | 0.7 | $29M | 5.8M | 4.88 | |
| Absci Corp (ABSI) | 0.7 | $27M | 2.4M | 11.59 | |
| Eledon Pharmaceuticals (ELDN) | 0.6 | $25M | 6.3M | 3.94 | |
| Adagio Therapeutics (IVVD) | 0.6 | $25M | 28M | 0.87 | |
| Sagimet Biosciences Com Ser A (SGMT) | 0.5 | $19M | 2.5M | 7.73 | |
| Onkure Therapeutics Com Cl A (OKUR) | 0.4 | $15M | 3.2M | 4.56 | |
| Immunic Com New (IMUX) | 0.3 | $12M | 765k | 15.37 | |
| X4 Pharmaceuticals Com New (XFOR) | 0.3 | $10M | 2.2M | 4.67 | |
| Imagenebio (IMA) | 0.2 | $6.5M | 1.1M | 5.90 | |
| Tscan Therapeutics (TCRX) | 0.1 | $5.5M | 5.6M | 0.98 | |
| Research Alliance Corp Iii Ord Shs Cl A | 0.1 | $5.4M | 500k | 10.70 | |
| Molecular Partners Ads (MOLN) | 0.1 | $5.1M | 1.4M | 3.80 | |
| Tenax Therapeutics Com New (TENX) | 0.1 | $4.9M | 340k | 14.55 | |
| Entera Bio SHS (ENTX) | 0.1 | $4.3M | 2.4M | 1.77 | |
| Inventiva Sa Ads (IVA) | 0.1 | $2.6M | 686k | 3.78 | |
| Engene Therapeutics *w Exp 10/31/202 | 0.0 | $274k | 945k | 0.29 |
