Vivo Capital, Llc Portfolio Stock Holdings
Vivo Capital, Llc disclosed 45 stock positions valued at approximately $1.2 billion in its latest SEC 13F filing. The largest holdings include Erasca Inc, Praxis Precision Medicines, and Terns Pharmaceuticals 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
- 45
- Portfolio Value
- $1.2B
Holdings by Sector
Vivo Capital, Llc Portfolio Holdings in Q1 2026
32 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Erasca Inc | ERAS | Healthcare | 16.41% | 12,151,480 | +2,878,052 | +31.04% | $196,610,946 |
| Praxis Precision Medicines | PRAX | Healthcare | 9.11% | 338,895 | +10,000 | +3.04% | $109,188,580 |
| Terns Pharmaceuticals Inc | TERN | Healthcare | 5.87% | 1,334,418 | -4,012,510 | -75.04% | $70,350,517 |
| Trevi Therapeutics Inc | TRVI | Healthcare | 5.07% | 5,094,668 | - | - | $60,779,389 |
| Compass Therapeutics Inc | CMPX | Healthcare | 4.21% | 9,545,466 | - | - | $50,495,515 |
| Tango Therapeutics Inc | TNGX | Healthcare | 3.76% | 2,154,780 | - | - | $45,077,998 |
| SAB Biotherapeutics Inc | SABS | Healthcare | 3.65% | 11,420,000 | - | - | $43,738,600 |
| Corvus Pharmaceuticals Holdings | CRVS | Healthcare | 3.43% | 2,805,816 | +571,250 | +25.56% | $41,049,088 |
| Dianthus Therapeutics Inc | DNTH | Healthcare | 2.48% | 353,998 | - | - | $29,707,512 |
| Dyne Therapeutics Inc | DYN | Healthcare | 2.36% | 1,557,466 | -1,057,494 | -40.44% | $28,236,859 |
| Abivax SA - ADR | ABVX | Healthcare | 2.23% | 239,539 | -119,766 | -33.33% | $26,672,668 |
| Minerva Neurosciences Inc | NERV | Healthcare | 2.17% | 4,322,747 | - | - | $26,044,551 |
| Aclaris Therapeutics, Inc. | ACRS | Healthcare | 2.09% | 6,666,666 | -2,222,222 | -25.00% | $24,999,998 |
| Oric Pharmaceuticals Inc | ORIC | Healthcare | 1.95% | 1,848,786 | -269,598 | -12.73% | $23,424,119 |
| Alto Neuroscience Inc | ANRO | Healthcare | 1.94% | 1,035,551 | - | - | $23,279,186 |
| Arrivent BioPharma Inc | AVBP | Healthcare | 1.71% | 885,916 | +885,916 | +100.00% | $20,438,082 |
| Moonlake Immunotherapeutics | MLTX | Healthcare | 1.56% | 1,000,000 | - | - | $18,640,000 |
| Design Therapeutics Inc | DSGN | Healthcare | 1.43% | 1,612,903 | - | - | $17,161,288 |
| Cogent Biosciences Inc | COGT | Healthcare | 1.36% | 422,300 | -1,976,693 | -82.40% | $16,254,327 |
| Geron Corp | GERN | Healthcare | 1.08% | 8,671,797 | -18,553,495 | -68.15% | $12,920,978 |
| AN2 Therapeutics Inc | ANTX | Healthcare | 0.90% | 3,153,640 | +3,153,640 | +100.00% | $10,785,449 |
| Olema Pharmaceuticals Inc | OLMA | Healthcare | 0.84% | 671,843 | - | - | $10,017,179 |
| Soleno Therapeutics Inc | SLNO | Healthcare | 0.82% | 294,909 | -600,000 | -67.05% | $9,873,553 |
| Surrozen Inc | SRZN | Healthcare | 0.63% | 260,000 | - | - | $7,573,800 |
| ALX Oncology Holdings Inc | ALXO | Healthcare | 0.53% | 3,184,713 | +3,184,713 | +100.00% | $6,385,350 |
| Pepgen Inc | PEPG | Healthcare | 0.34% | 2,325,000 | - | - | $4,115,250 |
| Sera Prognostics Inc | SERA | Healthcare | 0.28% | 1,650,440 | - | - | $3,350,393 |
| Tenax Therapeutics Inc | TENX | Healthcare | 0.28% | 208,333 | - | - | $3,331,245 |
| Viridian Therapeutics Inc | VRDN | Healthcare | 0.27% | 166,288 | -816,288 | -83.08% | $3,252,593 |
| Instil Bio Inc | TIL | Healthcare | 0.20% | 292,743 | - | - | $2,412,202 |
| Compass Pathway PLC | CMPS | Healthcare | 0.09% | 200,000 | +200,000 | +100.00% | $1,106,000 |
| Precision Biosciences Inc | DTIL | Healthcare | 0.00% | 4,675 | - | - | $25,713 |