Vivo Capital, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Vivo Capital, Llc disclosed 40 stock positions valued at approximately $1.10B as of quarter-end June 30, 2026. The largest holdings include Trevi Therapeutics Inc, Praxis Precision Medicines, and Erasca Inc.
- Report Period
- June 30, 2026
- No. of Stocks
- 40
- Portfolio Value
- $1.10B
Holdings by Sector
Vivo Capital, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Trevi Therapeutics Inc | TRVI | Healthcare | 8.68% | 5,094,668 | - | - | $95,015,558 |
| Praxis Precision Medicines | PRAX | Healthcare | 8.29% | 271,116 | -67,779 | -20.00% | $90,766,926 |
| Erasca Inc | ERAS | Healthcare | 6.90% | 4,127,412 | -8,024,068 | -66.03% | $75,614,188 |
| Arrivent BioPharma Inc | AVBP | Healthcare | 5.34% | 1,682,097 | +796,181 | +89.87% | $58,436,050 |
| Abivax SA - ADR | ABVX | Healthcare | 5.05% | 414,899 | +175,360 | +73.21% | $55,289,441 |
| Tango Therapeutics Inc | TNGX | Healthcare | 3.94% | 1,379,769 | -775,011 | -35.97% | $43,131,579 |
| Corvus Pharmaceuticals Inc | CRVS | Healthcare | 3.83% | 2,805,816 | - | - | $41,918,891 |
| Sinovac Biotech Ltd. | SVA | Other | 3.49% | 5,903,000 | - | - | $38,192,410 |
| Tenax Therapeutics Inc | TENX | Healthcare | 3.32% | 2,500,000 | +2,291,667 | +1100.00% | $36,375,000 |
| Aclaris Therapeutics, Inc. | ACRS | Healthcare | 3.23% | 6,694,637 | +27,971 | +0.42% | $35,414,630 |
| Dyne Therapeutics Inc | DYN | Healthcare | 3.16% | 1,557,466 | - | - | $34,591,320 |
| Dianthus Therapeutics Inc | DNTH | Healthcare | 3.15% | 353,998 | - | - | $34,507,725 |
| Alto Neuroscience Inc | ANRO | Healthcare | 2.91% | 1,208,858 | +173,307 | +16.74% | $31,901,763 |
| DBV Technologies SA | DBVTF | Other | 2.76% | 1,844,758 | -822,811 | -30.84% | $30,254,031 |
| SAB Biotherapeutics Inc | SABS | Healthcare | 2.60% | 7,299,909 | -4,120,091 | -36.08% | $28,469,645 |
| Moonlake Immunotherapeutics | MLTX | Healthcare | 2.49% | 1,400,000 | +400,000 | +40.00% | $27,258,000 |
| LB Pharmaceuticals Inc | LBRX | Other | 2.37% | 800,000 | - | - | $25,964,000 |
| Minerva Neurosciences Inc | NERV | Healthcare | 2.19% | 4,322,747 | - | - | $23,991,246 |
| Design Therapeutics Inc | DSGN | Healthcare | 2.13% | 1,612,903 | - | - | $23,338,706 |
| Oric Pharmaceuticals Inc | ORIC | Healthcare | 1.83% | 1,848,786 | - | - | $20,022,352 |
| CAMP4 Therapeutics Corporation | CAMP | Other | 1.69% | 4,246,568 | - | - | $18,557,502 |
| Faeth Therapeutics Inc | FTH | Other | 1.65% | 722,020 | - | - | $18,050,500 |
| Achieve Life Sciences Inc. | ACHV | Healthcare | 1.64% | 2,751,032 | +2,751,032 | +100.00% | $17,964,239 |
| Compass Therapeutics Inc | CMPX | Healthcare | 1.55% | 7,757,060 | -1,788,406 | -18.74% | $16,987,961 |
| AN2 Therapeutics Inc | ANTX | Healthcare | 1.39% | 3,153,640 | - | - | $15,263,618 |
| Editas Medicine Inc | EDIT | Healthcare | 1.05% | 3,555,250 | +3,555,250 | +100.00% | $11,519,010 |
| Geron Corp | GERN | Healthcare | 1.01% | 8,671,797 | - | - | $11,099,900 |
| Odyssey Therapeutics Inc | ODTX | Other | 0.98% | 575,000 | +575,000 | +100.00% | $10,758,250 |
| Onkure Therapeutics Inc | OKUR | Other | 0.80% | 1,927,710 | - | - | $8,790,358 |
| Olema Pharmaceuticals Inc | OLMA | Healthcare | 0.77% | 671,843 | - | - | $8,404,756 |
Showing 30 of 40 holdings in the latest reporting period.