Bvf INC 13F holdings
Bvf INC reported 44 positions with a total reported value of $3.9B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: RVMD REVOLUTION MEDICINES INC (14.2%), KYMR KYMERA THERAPEUTICS INC (11.4%), XOMA XOMA ROYALTY CORPORATION (8.3%), MLTX MOONLAKE IMMUNOTHERAPEUTICS (8.0%), GHRS GH RESEARCH PLC (5.9%). Against 2026-03-31 it opened 5 new positions and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 44 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| RVMD REVOLUTION MEDICINES INC | 2,965,160 | $555.3M | 14.2% |
| KYMR KYMERA THERAPEUTICS INC | 3,872,052 | $444.0M | 11.4% |
| XOMA XOMA ROYALTY CORPORATION | 7,593,303 | $322.7M | 8.3% |
| MLTX MOONLAKE IMMUNOTHERAPEUTICS | 16,001,284 | $311.5M | 8.0% |
| GHRS GH RESEARCH PLC | 8,650,158 | $232.5M | 5.9% |
| GPCR STRUCTURE THERAPEUTICS INC | 3,366,823 | $180.7M | 4.6% |
| NKTR NEKTAR THERAPEUTICS | 2,391,075 | $166.9M | 4.3% |
| MIRM MIRUM PHARMACEUTICALS INC | 1,056,027 | $123.6M | 3.2% |
| XNCR XENCOR INC | 7,133,720 | $114.9M | 2.9% |
| ALKS ALKERMES PLC | 2,154,704 | $112.9M | 2.9% |
| GLUE MONTE ROSA THERAPEUTICS INC | 4,460,886 | $108.0M | 2.8% |
| CGEM CULLINAN THERAPEUTICS INC | 5,750,683 | $104.7M | 2.7% |
| PVLA PALVELLA THERAPEUTICS INC NE | 672,789 | $102.8M | 2.6% |
| ZYME ZYMEWORKS INC | 3,649,142 | $95.4M | 2.4% |
| KURA KURA ONCOLOGY INC | 8,445,769 | $92.7M | 2.4% |
| IRON DISC MEDICINE INC | 1,153,612 | $84.4M | 2.2% |
| STOK STOKE THERAPEUTICS INC | 2,547,557 | $83.4M | 2.1% |
| OLMA OLEMA PHARMACEUTICALS INC | 5,295,893 | $66.3M | 1.7% |
| ANNX ANNEXON INC | 8,698,173 | $49.7M | 1.3% |
| CBIO CRESCENT BIOPHARMA INC. | 2,748,763 | $49.5M | 1.3% |
| ACIU AC IMMUNE SA | 19,822,436 | $47.2M | 1.2% |
| TYRA TYRA BIOSCIENCES INC | 1,476,196 | $47.1M | 1.2% |
| STRO SUTRO BIOPHARMA INC | 1,251,788 | $41.6M | 1.1% |
| IMCR IMMUNOCORE HLDGS PLC | 1,294,463 | $41.1M | 1.1% |
| AVTX AVALO THERAPEUTICS INC | 2,075,545 | $38.4M | 1.0% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 5 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| XOMA XOMA ROYALTY CORPORATION | 2,590,303 | 7,593,303 | +193.1% | $322.7M |
| RVMD REVOLUTION MEDICINES INC | 2,856,782 | 2,965,160 | +3.8% | $555.3M |
| AVTX AVALO THERAPEUTICS INC | 1,632,845 | 2,075,545 | +27.1% | $38.4M |
| ALKS ALKERMES PLC | 2,000,000 | 2,154,704 | +7.7% | $112.9M |
| IVVD INVIVYD INC | 19,525,000 | 28,165,000 | +44.3% | $24.6M |
| OKUR ONKURE THERAPEUTICS INC | 1,978,972 | 3,235,778 | +63.5% | $14.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| KYMR KYMERA THERAPEUTICS INC | 5,502,710 | 3,872,052 | -29.6% | $444.0M |
| IMUX IMMUNIC INC | 7,652,972 | 765,295 | -90.0% | $11.8M |
| MIRM MIRUM PHARMACEUTICALS INC | 1,584,727 | 1,056,027 | -33.4% | $123.6M |
| PVLA PALVELLA THERAPEUTICS INC NE | 960,989 | 672,789 | -30.0% | $102.8M |
| TYRA TYRA BIOSCIENCES INC | 1,976,196 | 1,476,196 | -25.3% | $47.1M |
| NKTR NEKTAR THERAPEUTICS | 2,559,595 | 2,391,075 | -6.6% | $166.9M |
| IRON DISC MEDICINE INC | 1,272,312 | 1,153,612 | -9.3% | $84.4M |
| GPCR STRUCTURE THERAPEUTICS INC | 3,459,358 | 3,366,823 | -2.7% | $180.7M |
| ZYME ZYMEWORKS INC | 3,734,142 | 3,649,142 | -2.3% | $95.4M |
CIK 1056807 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
