BVF INC/IL
An institutional investment manager in San Francisco, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1056807.
- Reported value$3.91bn
- Positions44
Holdings: 44 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Revolution Medicines IncRVMD | COM | 76155X100 | 555 | 14.2% | 2,965,160 | Added+108,378 | |
| Kymera Therapeutics IncKYMR | COM | 501575104 | 444 | 11.4% | 3,872,052 | Reduced−1,630,658 | |
| Xoma Royalty Corporation | COM NEW | 98419J206 | 323 | 8.3% | 7,593,303 | Added+5,003,000 | |
| Moonlake ImmunotherapeuticsMLTX | CLASS A ORD | 61559X104 | 312 | 8.0% | 16,001,284 | Unchanged | |
| GH Research plc | ORDINARY SHARES | G3855L106 | 233 | 5.9% | 8,650,158 | Unchanged | |
| Structure Therapeutics IncGPCR | SPONSORED ADS | 86366E106 | 181 | 4.6% | 3,366,823 | Reduced−92,535 | |
| Nektar TherapeuticsNKTR | COM NEW | 640268306 | 167 | 4.3% | 2,391,075 | Reduced−168,520 | |
| Mirum Pharmaceuticals IncMIRM | COM | 604749101 | 124 | 3.2% | 1,056,027 | Reduced−528,700 | |
| Xencor IncXNCR | COM | 98401F105 | 115 | 2.9% | 7,133,720 | Unchanged | |
| Alkermes plc | SHS | G01767105 | 113 | 2.9% | 2,154,704 | Added+154,704 | |
| Monte Rosa Therapeutics IncGLUE | COM | 61225M102 | 108 | 2.8% | 4,460,886 | Unchanged | |
| Cullinan Therapeutics IncCGEM | COM | 230031106 | 105 | 2.7% | 5,750,683 | Unchanged | |
| Palvella Therapeutics Inc NePVLA | COM | 697947109 | 103 | 2.6% | 672,789 | Reduced−288,200 | |
| Zymeworks IncZYME | COM | 98985Y108 | 95.4 | 2.4% | 3,649,142 | Reduced−85,000 | |
| Kura Oncology IncKURA | COM | 50127T109 | 92.7 | 2.4% | 8,445,769 | Unchanged | |
| Disc Medicine IncIRON | COM | 254604101 | 84.4 | 2.2% | 1,153,612 | Reduced−118,700 | |
| Stoke Therapeutics IncSTOK | COM | 86150R107 | 83.4 | 2.1% | 2,547,557 | Unchanged | |
| Olema Pharmaceuticals IncOLMA | COM | 68062P106 | 66.3 | 1.7% | 5,295,893 | Unchanged | |
| Annexon IncANNX | COM | 03589W102 | 49.7 | 1.3% | 8,698,173 | Unchanged | |
| Crescent Biopharma Inc. | COM | G2545C104 | 49.5 | 1.3% | 2,748,763 | Unchanged | |
| AC Immune SA | SHS | H00263105 | 47.2 | 1.2% | 19,822,436 | Unchanged | |
| Tyra Biosciences IncTYRA | COM | 90240B106 | 47.1 | 1.2% | 1,476,196 | Reduced−500,000 | |
| Sutro Biopharma IncSTRO | COM SHS | 869367201 | 41.6 | 1.1% | 1,251,788 | Unchanged | |
| Immunocore Holdings plcIMCR | ADS | 45258D105 | 41.1 | 1.1% | 1,294,463 | Unchanged | |
| Avalo Therapeutics IncAVTX | COM NEW | 05338F306 | 38.4 | 1.0% | 2,075,545 | Added+442,700 | |
| 4D Molecular Therapeutics inFDMT | COM | 35104E100 | 38.3 | 1.0% | 2,879,289 | Unchanged | |
| Q32 Bio IncQTTB | COM | 746964105 | 29.9 | 0.8% | 2,350,000 | New+2,350,000 | |
| Anteris Technologies GlobalAVR | COM | 03675P102 | 29.6 | 0.8% | 3,000,000 | Unchanged | |
| Foghorn Therapeutics IncFHTX | COM | 344174107 | 28.5 | 0.7% | 5,842,000 | Unchanged | |
| Absci CorporationABSI | COM | 00091E109 | 27.4 | 0.7% | 2,361,674 | New+2,361,674 | |
| Eledon Pharmaceuticals IncELDN | COM | 28617K101 | 24.8 | 0.6% | 6,293,282 | Unchanged | |
| Invivyd IncIVVD | COM | 00534A102 | 24.6 | 0.6% | 28,165,000 | Added+8,640,000 | |
| Sagimet Biosciences IncSGMT | COM SER A | 786700104 | 19.3 | 0.5% | 2,500,000 | New+2,500,000 | |
| Onkure Therapeutics IncOKUR | COM CL A | 68277Q105 | 14.8 | 0.4% | 3,235,778 | Added+1,256,806 | |
| Immunic IncIMUX | COM NEW | 4525EP200 | 11.8 | 0.3% | 765,295 | New+765,295 | |
| X4 Pharmaceuticals IncXFOR | COM NEW | 98420X202 | 10.4 | 0.3% | 2,233,742 | Unchanged | |
| Imagenebio IncIMA | COM | 45175G207 | 6.5 | 0.2% | 1,110,002 | Unchanged | |
| Tscan Therapeutics IncTCRX | COM | 89854M101 | 5.5 | 0.1% | 5,564,290 | Unchanged | |
| Research Alliance Corp III | ORD SHS CL A | G75226103 | 5.4 | 0.1% | 500,000 | New+500,000 | |
| Molecular Partners AGMOLN | ADS | 60853G106 | 5.1 | 0.1% | 1,353,968 | Unchanged | |
| Tenax Therapeutics IncTENX | COM NEW | 88032L605 | 4.9 | 0.1% | 339,549 | Unchanged | |
| Entera Bio Ltd | SHS | M40527109 | 4.3 | 0.1% | 2,425,000 | New+2,425,000 | |
| Inventiva SAIVA | ADS | 46124U107 | 2.6 | <0.1% | 686,040 | Unchanged | |
| Engene TherapeuticsENGN | *W EXP 10/31/202 | 29286X119 | 0.3 | <0.1% | 945,402 | New+945,402 |
Sold out: 4 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Compass Therapeutics IncCMPX | COM | 20454B104 | 0.0 | 0.0% | 0 | Sold out−7,764,842 | |
| Engene Holdings Inc | *W EXP 10/31/202 | 29286M113 | 0.0 | 0.0% | 0 | Sold out−945,402 | |
| Immunic Inc | COM | 4525EP101 | 0.0 | 0.0% | 0 | Sold out−7,652,972 | |
| Septerna IncSEPN | COM | 81734D104 | 0.0 | 0.0% | 0 | Sold out−1,353,249 |
Source: SEC EDGAR, Form 13F-HR, accession 0000921895-26-002163 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.