Bvf Inc/Il Portfolio Stock Holdings
Bvf Inc/Il disclosed 41 stock positions valued at approximately $3.1 billion in its latest SEC 13F filing. The largest holdings include KYMERA THERAPEUTICS INC, MOONLAKE IMMUNOTHERAPEUTICS, and REVOLUTION MEDICINES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 41
- Portfolio Value
- $3.1B
Holdings by Sector
Bvf Inc/Il Portfolio Holdings in Q1 2026
28 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 14.60% | 5,502,710 | - | - | $458,320,716 |
| MOONLAKE IMMUNOTHERAPEUTICS | MLTX | Healthcare | 9.50% | 16,001,284 | -3,750,000 | -18.99% | $298,263,934 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 8.85% | 2,856,782 | -500,000 | -14.90% | $277,822,050 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 5.31% | 3,459,358 | -19,664 | -0.57% | $166,741,056 |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 4.66% | 1,584,727 | +89,437 | +5.98% | $146,397,080 |
| ZYMEWORKS INC | ZYME | Healthcare | 2.98% | 3,734,142 | -204,499 | -5.19% | $93,502,916 |
| XENCOR INC | XNCR | Healthcare | 2.74% | 7,133,720 | - | - | $86,032,663 |
| STOKE THERAPEUTICS INC | STOK | Healthcare | 2.64% | 2,547,557 | +281,883 | +12.44% | $82,948,456 |
| CULLINAN THERAPEUTICS INC | CGEM | Healthcare | 2.60% | 5,750,683 | - | - | $81,717,205 |
| DISC MEDICINE INC | IRON | Healthcare | 2.59% | 1,272,312 | +622,312 | +95.74% | $81,351,629 |
| XOMA ROYALTY CORPORATION | XOMA | Healthcare | 2.59% | 2,590,303 | - | - | $81,257,805 |
| OLEMA PHARMACEUTICALS INC | OLMA | Healthcare | 2.52% | 5,295,893 | - | - | $78,961,765 |
| TYRA BIOSCIENCES INC | TYRA | Healthcare | 2.41% | 1,976,196 | -151,469 | -7.12% | $75,688,307 |
| MONTE ROSA THERAPEUTICS INC | GLUE | Healthcare | 2.34% | 4,460,886 | +625,000 | +16.29% | $73,381,575 |
| ALKERMES PLC | G01767105 | Other | 2.25% | 2,000,000 | +2,000,000 | +100.00% | $70,720,000 |
| KURA ONCOLOGY INC | KURA | Healthcare | 2.19% | 8,445,769 | -171,393 | -1.99% | $68,664,102 |
| ANNEXON INC | ANNX | Healthcare | 1.54% | 8,698,173 | -429,907 | -4.71% | $48,187,878 |
| COMPASS THERAPEUTICS INC | CMPX | Healthcare | 1.31% | 7,764,842 | - | - | $41,076,014 |
| IMMUNOCORE HLDGS PLC | IMCR | Healthcare | 1.24% | 1,294,463 | -194,512 | -13.06% | $39,028,059 |
| FOGHORN THERAPEUTICS INC | FHTX | Healthcare | 0.89% | 5,842,000 | +540,000 | +10.18% | $27,924,760 |
| 4D MOLECULAR THERAPEUTICS IN | FDMT | Healthcare | 0.85% | 2,879,289 | -1,750,000 | -37.80% | $26,806,181 |
| INVIVYD INC | IVVD | Healthcare | 0.81% | 19,525,000 | - | - | $25,382,500 |
| AVALO THERAPEUTICS INC | AVTX | Healthcare | 0.78% | 1,632,845 | +277,588 | +20.48% | $24,378,376 |
| ELEDON PHARMACEUTICALS INC | ELDN | Healthcare | 0.62% | 6,293,282 | - | - | $19,383,309 |
| IMMUNIC INC | IMUX | Healthcare | 0.27% | 7,652,972 | - | - | $8,494,799 |
| TSCAN THERAPEUTICS INC | TCRX | Healthcare | 0.18% | 5,564,290 | +338,216 | +6.47% | $5,619,933 |
| TENAX THERAPEUTICS INC | TENX | Healthcare | 0.17% | 339,549 | - | - | $5,429,389 |
| ENGENE HOLDINGS INC | ENGNW | Healthcare | 0.08% | 945,402 | - | - | $2,486,407 |