Bvf Inc/Il Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Bvf Inc/Il disclosed 41 stock positions valued at approximately $3.91B as of quarter-end June 30, 2026. The largest holdings include REVOLUTION MEDICINES INC, KYMERA THERAPEUTICS INC, and XOMA ROYALTY CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 41
- Portfolio Value
- $3.91B
Holdings by Sector
Bvf Inc/Il Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 14.20% | 2,965,160 | +108,378 | +3.79% | $555,315,165 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 11.35% | 3,872,052 | -1,630,658 | -29.63% | $444,008,203 |
| XOMA ROYALTY CORPORATION | XOMA | Healthcare | 8.25% | 7,593,303 | +5,003,000 | +193.14% | $322,715,378 |
| MOONLAKE IMMUNOTHERAPEUTICS | MLTX | Healthcare | 7.97% | 16,001,284 | - | - | $311,544,999 |
| GH RESEARCH PLC | GHRS | Healthcare | 5.95% | 8,650,158 | - | - | $232,516,247 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 4.62% | 3,366,823 | -92,535 | -2.67% | $180,697,390 |
| NEKTAR THERAPEUTICS | NKTR | Healthcare | 4.27% | 2,391,075 | -168,520 | -6.58% | $166,920,946 |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 3.16% | 1,056,027 | -528,700 | -33.36% | $123,629,081 |
| XENCOR INC | XNCR | Healthcare | 2.94% | 7,133,720 | - | - | $114,852,892 |
| ALKERMES PLC | ALKS | Healthcare | 2.89% | 2,154,704 | +154,704 | +7.74% | $112,895,716 |
| MONTE ROSA THERAPEUTICS INC | GLUE | Healthcare | 2.76% | 4,460,886 | - | - | $107,953,441 |
| CULLINAN THERAPEUTICS INC | CGEM | Healthcare | 2.68% | 5,750,683 | - | - | $104,719,937 |
| PALVELLA THERAPEUTICS INC NE | PVLA | Healthcare | 2.63% | 672,789 | -288,200 | -29.99% | $102,815,615 |
| ZYMEWORKS INC | ZYME | Healthcare | 2.44% | 3,649,142 | -85,000 | -2.28% | $95,388,572 |
| KURA ONCOLOGY INC | KURA | Healthcare | 2.37% | 8,445,769 | - | - | $92,650,086 |
| DISC MEDICINE INC | IRON | Healthcare | 2.16% | 1,153,612 | -118,700 | -9.33% | $84,375,182 |
| STOKE THERAPEUTICS INC | STOK | Healthcare | 2.13% | 2,547,557 | - | - | $83,356,065 |
| OLEMA PHARMACEUTICALS INC | OLMA | Healthcare | 1.69% | 5,295,893 | - | - | $66,251,621 |
| ANNEXON INC | ANNX | Healthcare | 1.27% | 8,698,173 | - | - | $49,666,568 |
| AC IMMUNE SA | ACIU | Healthcare | 1.21% | 19,822,436 | - | - | $47,177,398 |
| TYRA BIOSCIENCES INC | TYRA | Healthcare | 1.21% | 1,476,196 | -500,000 | -25.30% | $47,149,700 |
| SUTRO BIOPHARMA INC | STRO | Healthcare | 1.06% | 1,251,788 | - | - | $41,559,362 |
| IMMUNOCORE HLDGS PLC | IMCR | Healthcare | 1.05% | 1,294,463 | - | - | $41,099,200 |
| AVALO THERAPEUTICS INC | AVTX | Healthcare | 0.98% | 2,075,545 | +442,700 | +27.11% | $38,356,072 |
| 4D MOLECULAR THERAPEUTICS IN | FDMT | Healthcare | 0.98% | 2,879,289 | - | - | $38,294,544 |
| Q32 BIO INC | QTTB | Healthcare | 0.77% | 2,350,000 | +2,350,000 | +100.00% | $29,939,000 |
| ANTERIS TECHNOLOGIES GLOBAL | AVR | Healthcare | 0.76% | 3,000,000 | - | - | $29,550,000 |
| FOGHORN THERAPEUTICS INC | FHTX | Healthcare | 0.73% | 5,842,000 | - | - | $28,508,960 |
| ABSCI CORPORATION | ABSI | Healthcare | 0.70% | 2,361,674 | +2,361,674 | +100.00% | $27,371,802 |
| ELEDON PHARMACEUTICALS INC | ELDN | Healthcare | 0.63% | 6,293,282 | - | - | $24,795,531 |
Showing 30 of 41 holdings in the latest reporting period.