# Vivo Capital, LLC: Form 13F holdings

An institutional investment manager in Palo Alto, CA. SEC CIK 1674712.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.10bn
- Positions: 47 (47 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1674712/000121390026089935/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Trevi Therapeutics Inc (TRVI)](/companies/trvi.md) | Common | $95.0m | 8.7% | 5,094,668 |  | Unchanged |
| [Praxis Precision Medicines (PRAX)](/companies/prax.md) | Common | $90.8m | 8.3% | 271,116 |  | Reduced −67,779 |
| [Erasca Inc (ERAS)](/companies/eras.md) | Common | $75.6m | 6.9% | 4,127,412 |  | Reduced −8,024,068 |
| [Arrivent BioPharma Inc (AVBP)](/companies/avbp.md) | Common | $58.4m | 5.3% | 1,682,097 |  | Added +796,181 |
| [Abivax SA - ADR (ABVX)](/companies/abvx.md) | SPONSORED ADS | $55.3m | 5.0% | 414,899 |  | Added +175,360 |
| [Tango Therapeutics Inc (TNGX)](/companies/tngx.md) | Common | $43.1m | 3.9% | 1,379,769 |  | Reduced −775,011 |
| [Corvus Pharmaceuticals Inc (CRVS)](/companies/crvs.md) | Common | $41.9m | 3.8% | 2,805,816 |  | Unchanged |
| [Bright Minds Biosciences Inc (DRUG)](/companies/drug.md) | Common | $39.1m | 3.6% | 557,172 |  | Unchanged |
| Sinovac Biotech Ltd. | SHS | $38.2m | 3.5% | 5,903,000 |  | Unchanged |
| [Tenax Therapeutics Inc (TENX)](/companies/tenx.md) | Common | $36.4m | 3.3% | 2,500,000 |  | Added +2,291,667 |
| [Aclaris Therapeutics, Inc. (ACRS)](/companies/acrs.md) | Common | $35.4m | 3.2% | 6,694,637 |  | Added +27,971 |
| [Dyne Therapeutics Inc (DYN)](/companies/dyn.md) | Common | $34.6m | 3.2% | 1,557,466 |  | Unchanged |
| [Dianthus Therapeutics Inc (DNTH)](/companies/dnth.md) | Common | $34.5m | 3.2% | 353,998 |  | Unchanged |
| [Alto Neuroscience Inc (ANRO)](/companies/anro.md) | Common | $31.9m | 2.9% | 1,208,858 |  | Added +173,307 |
| [DBV Technologies SA (DBVT)](/companies/dbvt.md) | SPONSORED ADS | $30.3m | 2.8% | 1,844,758 |  | Reduced −822,811 |
| [SAB Biotherapeutics Inc (SABS)](/companies/sabs.md) | Common | $28.5m | 2.6% | 7,299,909 |  | Reduced −4,120,091 |
| [Moonlake Immunotherapeutics (MLTX)](/companies/mltx.md) | Class A ORD | $27.3m | 2.5% | 1,400,000 |  | Added +400,000 |
| [LB Pharmaceuticals Inc (LBRX)](/companies/lbrx.md) | Common | $26.0m | 2.4% | 800,000 |  | Unchanged |
| [Minerva Neurosciences Inc (NERV)](/companies/nerv.md) | Common | $24.0m | 2.2% | 4,322,747 |  | Unchanged |
| [Design Therapeutics Inc (DSGN)](/companies/dsgn.md) | Common | $23.3m | 2.1% | 1,612,903 |  | Unchanged |
| [Oric Pharmaceuticals Inc (ORIC)](/companies/oric.md) | Common | $20.0m | 1.8% | 1,848,786 |  | Unchanged |
| [CAMP4 Therapeutics Corporation (CAMP)](/companies/camp.md) | Common | $18.6m | 1.7% | 4,246,568 |  | Unchanged |
| [Faeth Therapeutics Inc (FTH)](/companies/fth.md) | Common | $18.1m | 1.6% | 722,020 |  | Unchanged |
| [Achieve Life Sciences Inc. (ACHV)](/companies/achv.md) | Common | $18.0m | 1.6% | 2,751,032 |  | New +2,751,032 |
| [Compass Therapeutics Inc (CMPX)](/companies/cmpx.md) | Common | $17.0m | 1.6% | 7,757,060 |  | Reduced −1,788,406 |
| [AN2 Therapeutics Inc (ANTX)](/companies/antx.md) | Common | $15.3m | 1.4% | 3,153,640 |  | Unchanged |
| [Editas Medicine Inc (EDIT)](/companies/edit.md) | Common | $11.5m | 1.1% | 3,555,250 |  | New +3,555,250 |
| [Geron Corp (GERN)](/companies/gern.md) | Common | $11.1m | 1.0% | 8,671,797 |  | Unchanged |
| [Odyssey Therapeutics Inc (ODTX)](/companies/odtx.md) | Common | $10.8m | 1.0% | 575,000 |  | New +575,000 |
| [Eupraxia Pharmaceuticals Inc (EPRX)](/companies/eprx.md) | Common | $8.9m | 0.8% | 1,350,000 |  | Unchanged |
| [Onkure Therapeutics Inc (OKUR)](/companies/okur.md) | Common | $8.8m | 0.8% | 1,927,710 |  | Unchanged |
| [Olema Pharmaceuticals Inc (OLMA)](/companies/olma.md) | Common | $8.4m | 0.8% | 671,843 |  | Unchanged |
| [Monopar Therapeutics Inc (MNPR)](/companies/mnpr.md) | Common | $8.4m | 0.8% | 90,500 |  | Unchanged |
| [Aura Biosciences Inc (AURA)](/companies/aura.md) | Common | $8.3m | 0.8% | 1,166,667 |  | New +1,166,667 |
| [Surrozen Inc (SRZN)](/companies/srzn.md) | Common | $6.7m | 0.6% | 260,000 |  | Unchanged |
| [ALX Oncology Holdings Inc (ALXO)](/companies/alxo.md) | Common | $6.6m | 0.6% | 3,184,713 |  | Unchanged |
| [Satellos Bioscience Inc (MSLE)](/companies/msle.md) | Common | $6.3m | 0.6% | 813,666 |  | Unchanged |
| [Avalo Therapeutics Inc (AVTX)](/companies/avtx.md) | Common | $5.1m | 0.5% | 275,000 |  | New +275,000 |
| [Pepgen Inc (PEPG)](/companies/pepg.md) | Common | $4.2m | 0.4% | 2,325,000 |  | Unchanged |
| [Valneva SE (VALN)](/companies/valn.md) | SPONSORED ADS | $4.0m | 0.4% | 763,199 |  | New +763,199 |
| [Sera Prognostics Inc (SERA)](/companies/sera.md) | Common | $3.0m | 0.3% | 1,650,440 |  | Unchanged |
| [Unicycive Therapeutics (UNCY)](/companies/uncy.md) | Common | $2.6m | 0.2% | 550,000 |  | Reduced −1,239,916 |
| [Instil Bio Inc (TIL)](/companies/til.md) | Common | $2.3m | 0.2% | 292,743 |  | Unchanged |
| [InMed Pharmaceuticals Inc (INM)](/companies/inm.md) | Common | $1.2m | 0.1% | 798,377 |  | New +798,377 |
| [Bolt Biotherapeutics Inc (BOLT)](/companies/bolt.md) | Common | $278.8k | <0.1% | 72,414 |  | Unchanged |
| [Pasithea Therapeutics Corp (KTTA)](/companies/ktta.md) | Common | $239.9k | <0.1% | 465,471 |  | Reduced −1,634,529 |
| [Precision Biosciences Inc (DTIL)](/companies/dtil.md) | Common | $36.7k | <0.1% | 4,675 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Cogent Biosciences Inc (COGT)](/companies/cogt.md) | Common | $0 | 0.0% | 0 |  | Sold out −422,300 |
| [Compass Pathway PLC (CMPS)](/companies/cmps.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −200,000 |
| Soleno Therapeutics Inc | Common | $0 | 0.0% | 0 |  | Sold out −294,909 |
| Terns Pharmaceuticals Inc | Common | $0 | 0.0% | 0 |  | Sold out −1,334,418 |
| [Veradermics Inc (MANE)](/companies/mane.md) | Common | $0 | 0.0% | 0 |  | Sold out −300,000 |
| [Viridian Therapeutics Inc (VRDN)](/companies/vrdn.md) | Common | $0 | 0.0% | 0 |  | Sold out −166,288 |

Source: SEC EDGAR, Form 13F-HR, accession 0001213900-26-089935. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.