BVF INC/IL
13F Reported Value
ⓘ$3.1B
Holdings
41
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
BVF INC/IL disclosed 41 positions worth $3.1B in its Form 13F-HR for Q1 2026, led by $KYMR (Kymera Therapeutics, Inc.) at 14.6% of the equity portfolio, followed by $MLTX and $RVMD. During the quarter the fund opened 4 new positions and exited 4 — including a new stake in $ALKS and a full exit from $ABVX. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from BVF INC/IL’s Form 13F-HR filing with the SEC under CIK 1056807.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 29.2#2,418
Quality
$458.3M5,502,710 sh - —
Quality
$298.3M16,001,284 sh - —
Quality
$277.8M2,856,782 sh - 10.2
Quality
$184.2M2,559,595 sh - —
Quality
$166.7M3,459,358 sh - 32.7
Quality
$146.4M1,584,727 sh - —
Quality
$121.6M8,650,158 sh - —
Quality
$119.8M960,989 sh - 27.2
Quality
$93.5M3,734,142 sh - 13.1
Quality
$86.0M7,133,720 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Kymera Therapeutics, Inc.$KYMR | 29.2#2,418 | $458.3M | 5,502,710 |
 MoonLake Immunotherapeutics$MLTX | — | $298.3M | 16,001,284 |
 Revolution Medicines, Inc.$RVMD | — | $277.8M | 2,856,782 |
 NEKTAR THERAPEUTICS$NKTR | 10.2 | $184.2M | 2,559,595 |
 Structure Therapeutics Inc.$GPCR | — | $166.7M | 3,459,358 |
 Mirum Pharmaceuticals, Inc.$MIRM | 32.7 | $146.4M | 1,584,727 |
 GH Research PLC$GHRS | — | $121.6M | 8,650,158 |
 PALVELLA THERAPEUTICS, INC.$PVLA | — | $119.8M | 960,989 |
 Zymeworks Inc.$ZYME | 27.2 | $93.5M | 3,734,142 |
 Xencor Inc$XNCR | 13.1 | $86.0M | 7,133,720 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BVF INC/IL's 41 positions.
Showing top 10 of 41 holdings.
Sector Allocation
Healthcare
$3.1B
Full Holdings — BVF INC/IL (Q1 2026)
All 41 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $KYMR | Kymera Therapeutics, Inc. | $458.3M | 14.6% | +0% | 29.2 |
| 2 | $MLTX | MoonLake Immunotherapeutics | $298.3M | 9.5% | -19% | — |
| 3 | $RVMD | Revolution Medicines, Inc. | $277.8M | 8.8% | -15% | — |
| 4 | $NKTR | NEKTAR THERAPEUTICS | $184.2M | 5.9% | +64% | 10.2 |
| 5 | $GPCR | Structure Therapeutics Inc. | $166.7M | 5.3% | -1% | — |
| 6 | $MIRM | Mirum Pharmaceuticals, Inc. | $146.4M | 4.7% | +6% | 32.7 |
| 7 | $GHRS | GH Research PLC | $121.6M | 3.9% | -2% | — |
| 8 | $PVLA | PALVELLA THERAPEUTICS, INC. | $119.8M | 3.8% | +9% | — |
| 9 | $ZYME | Zymeworks Inc. | $93.5M | 3.0% | -5% | 27.2 |
| 10 | $XNCR | Xencor Inc | $86.0M | 2.7% | +0% | 13.1 |
| 11 |  $STOK | Stoke Therapeutics, Inc. | $82.9M | 2.6% | +12% | 53.4 |
| 12 |  $CGEM | Cullinan Therapeutics, Inc. | $81.7M | 2.6% | +0% | — |
| 13 |  $IRON | Disc Medicine, Inc. | $81.4M | 2.6% | +96% | — |
| 14 |  $XOMA | XOMA Royalty Corp | $81.3M | 2.6% | +0% | 74 |
| 15 |  $OLMA | Olema Pharmaceuticals, Inc. | $79.0M | 2.5% | +0% | — |
| 16 |  $TYRA | Tyra Biosciences, Inc. | $75.7M | 2.4% | -7% | — |
| 17 |  $GLUE | Monte Rosa Therapeutics, Inc. | $73.4M | 2.3% | +16% | 18.1 |
| 18 |  $ALKS | Alkermes plc. | $70.7M | 2.3% | NEW | — |
| 19 |  $KURA | Kura Oncology, Inc. | $68.7M | 2.2% | -2% | 9.1 |
| 20 |  $ACIU | AC Immune SA | $54.5M | 1.7% | +0% | — |
| 21 |  $CBIO | CRESCENT BIOPHARMA, INC. | $50.5M | 1.6% | +0% | 28 |
| 22 |  $ANNX | Annexon, Inc. | $48.2M | 1.5% | -5% | — |
| 23 |  $CMPX | Compass Therapeutics, Inc. | $41.1M | 1.3% | +0% | — |
| 24 |  $IMCR | Immunocore Holdings plc | $39.0M | 1.2% | -13% | — |
| 25 |  $SEPN | Septerna, Inc. | $32.5M | 1.0% | -21% | 44.6 |
| 26 |  $STRO | SUTRO BIOPHARMA, INC. | $31.2M | 1.0% | NEW | 30.1 |
| 27 |  $FHTX | Foghorn Therapeutics Inc. | $27.9M | 0.9% | +10% | 11.2 |
| 28 |  $FDMT | 4D Molecular Therapeutics, Inc. | $26.8M | 0.8% | -38% | 23.2 |
| 29 |  $IVVD | Invivyd, Inc. | $25.4M | 0.8% | +0% | 25.7 |
| 30 |  $AVTX | Avalo Therapeutics, Inc. | $24.4M | 0.8% | +20% | 4.6 |
| 31 |  $ELDN | Eledon Pharmaceuticals, Inc. | $19.4M | 0.6% | +0% | — |
| 32 |  $AVR | Anteris Technologies Global Corp. | $16.6M | 0.5% | NEW | — |
| 33 |  $XFOR | X4 Pharmaceuticals, Inc | $9.2M | 0.3% | +0% | 29.3 |
| 34 |  $IMUX | IMMUNIC, INC. | $8.5M | 0.3% | +0% | — |
| 35 |  $OKUR | OnKure Therapeutics, Inc. | $8.2M | 0.3% | NEW | — |
| 36 |  $TCRX | TScan Therapeutics, Inc. | $5.6M | 0.2% | +6% | 8.7 |
| 37 |  $IMA | ImageneBio, Inc. | $5.6M | 0.2% | +38% | 3.9 |
| 38 |  $TENX | TENAX THERAPEUTICS, INC. | $5.4M | 0.2% | +0% | — |
| 39 |  $MOLN | MOLECULAR PARTNERS AG | $5.4M | 0.2% | +0% | — |
| 40 |  $IVA | Inventiva S.A. | $3.8M | 0.1% | +0% | — |
| 41 |  $ENGN | enGene Therapeutics Inc. | $2.5M | 0.1% | +0% | — |
New Positions (4)
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