Vivo Capital, LLC 13F holdings
Vivo Capital, LLC reported 47 positions with a total reported value of $1.1B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: TRVI Trevi Therapeutics Inc (8.7%), PRAX Praxis Precision Medicines (8.3%), ERAS Erasca Inc (6.9%), AVBP Arrivent BioPharma Inc (5.3%), ABVX Abivax SA - ADR (5.0%). Against 2026-03-31 it opened 7 new positions and exited 6. 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 47 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TRVI Trevi Therapeutics Inc | 5,094,668 | $95.0M | 8.7% |
| PRAX Praxis Precision Medicines | 271,116 | $90.8M | 8.3% |
| ERAS Erasca Inc | 4,127,412 | $75.6M | 6.9% |
| AVBP Arrivent BioPharma Inc | 1,682,097 | $58.4M | 5.3% |
| ABVX Abivax SA - ADR | 414,899 | $55.3M | 5.0% |
| TNGX Tango Therapeutics Inc | 1,379,769 | $43.1M | 3.9% |
| CRVS Corvus Pharmaceuticals Inc | 2,805,816 | $41.9M | 3.8% |
| DRUG Bright Minds Biosciences Inc | 557,172 | $39.1M | 3.6% |
| SVA Sinovac Biotech Ltd. | 5,903,000 | $38.2M | 3.5% |
| TENX Tenax Therapeutics Inc | 2,500,000 | $36.4M | 3.3% |
| ACRS Aclaris Therapeutics, Inc. | 6,694,637 | $35.4M | 3.2% |
| DYN Dyne Therapeutics Inc | 1,557,466 | $34.6M | 3.2% |
| DNTH Dianthus Therapeutics Inc | 353,998 | $34.5M | 3.2% |
| ANRO Alto Neuroscience Inc | 1,208,858 | $31.9M | 2.9% |
| DBVT DBV Technologies SA | 1,844,758 | $30.3M | 2.8% |
| SABS SAB Biotherapeutics Inc | 7,299,909 | $28.5M | 2.6% |
| MLTX Moonlake Immunotherapeutics | 1,400,000 | $27.3M | 2.5% |
| LBRX LB Pharmaceuticals Inc | 800,000 | $26.0M | 2.4% |
| NERV Minerva Neurosciences Inc | 4,322,747 | $24.0M | 2.2% |
| DSGN Design Therapeutics Inc | 1,612,903 | $23.3M | 2.1% |
| ORIC Oric Pharmaceuticals Inc | 1,848,786 | $20.0M | 1.8% |
| CAMP CAMP4 Therapeutics Corporation | 4,246,568 | $18.6M | 1.7% |
| FTH Faeth Therapeutics Inc | 722,020 | $18.1M | 1.6% |
| ACHV Achieve Life Sciences Inc. | 2,751,032 | $18.0M | 1.6% |
| CMPX Compass Therapeutics Inc | 7,757,060 | $17.0M | 1.6% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 7 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ACHV Achieve Life Sciences Inc. | 2,751,032 | $18.0M | 1.6% |
| EDIT Editas Medicine Inc | 3,555,250 | $11.5M | 1.1% |
| ODTX Odyssey Therapeutics Inc | 575,000 | $10.8M | 1.0% |
| AURA Aura Biosciences Inc | 1,166,667 | $8.3M | 0.8% |
| AVTX Avalo Therapeutics Inc | 275,000 | $5.1M | 0.5% |
| VALN Valneva SE | 763,199 | $4.0M | 0.4% |
| INM InMed Pharmaceuticals Inc | 798,377 | $1.2M | 0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 6 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| Terns Pharmaceuticals Inc | 2,668,836 | $140.7M | 5.9% |
| MANE Veradermics Inc | 600,000 | $37.9M | 1.6% |
| COGT Cogent Biosciences Inc | 844,600 | $32.5M | 1.4% |
| Soleno Therapeutics Inc | 589,818 | $19.7M | 0.8% |
| Viridian Therapeutics Inc | 332,576 | $6.5M | 0.3% |
| CMPS Compass Pathway PLC | 400,000 | $2.2M | <0.1% |
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 |
|---|---|---|---|---|
| TENX Tenax Therapeutics Inc | 416,666 | 2,500,000 | +500.0% | $36.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ERAS Erasca Inc | 24,302,960 | 4,127,412 | -83.0% | $75.6M |
| PRAX Praxis Precision Medicines | 677,790 | 271,116 | -60.0% | $90.8M |
| TRVI Trevi Therapeutics Inc | 10,189,336 | 5,094,668 | -50.0% | $95.0M |
| TNGX Tango Therapeutics Inc | 4,309,560 | 1,379,769 | -68.0% | $43.1M |
| SABS SAB Biotherapeutics Inc | 22,840,000 | 7,299,909 | -68.0% | $28.5M |
| DBVT DBV Technologies SA | 5,335,138 | 1,844,758 | -65.4% | $30.3M |
| CRVS Corvus Pharmaceuticals Inc | 5,611,632 | 2,805,816 | -50.0% | $41.9M |
| DRUG Bright Minds Biosciences Inc | 1,114,344 | 557,172 | -50.0% | $39.1M |
| SVA Sinovac Biotech Ltd. | 11,806,000 | 5,903,000 | -50.0% | $38.2M |
| ACRS Aclaris Therapeutics, Inc. | 13,333,332 | 6,694,637 | -49.8% | $35.4M |
| DYN Dyne Therapeutics Inc | 3,114,932 | 1,557,466 | -50.0% | $34.6M |
| DNTH Dianthus Therapeutics Inc | 707,996 | 353,998 | -50.0% | $34.5M |
CIK 1674712 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
