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BVF INC/IL

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1056807
Institutional-grade research for retail investors

Sector Allocation

  • Healthcare99.9%$3.9B
  • Financials0.1%$5.3M

AUM History

13fpro.ai/research/fund/bvf-inc-il-1056807

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/bvf-inc-il-1056807

BVF INC/IL 13F holdings — Q2 2026

$3.9B portfolio (+24.6% QoQ) · 44 holdings · Q2 2026 13F · top 10 are 66% of the stock portfolio

All holdings — BVF INC/IL (Q2 2026)

44 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
GLUE$GLUEMonte Rosa Therapeutics, Inc.$108.0M—
CGEM$CGEMCullinan Therapeutics, Inc.$104.7M—
PVLA$PVLAPALVELLA THERAPEUTICS, INC.$102.8M-30%
ZYME$ZYMEZymeworks Inc.$95.4M-2%
KURA$KURAKura Oncology, Inc.$92.7M—
IRON$IRONDisc Medicine, Inc.$84.4M-9%
STOK$STOKStoke Therapeutics, Inc.$83.4M—
OLMA$OLMAOlema Pharmaceuticals, Inc.$66.3M—
ANNX$ANNXAnnexon, Inc.$49.7M—
CBIO$CBIOCRESCENT BIOPHARMA, INC.$49.5M—
ACIU$ACIUAC Immune SA$47.2M—
TYRA$TYRATyra Biosciences, Inc.$47.1M-25%
STRO$STROSUTRO BIOPHARMA, INC.$41.6M—
IMCR$IMCRImmunocore Holdings plcadr$41.1M—
AVTX$AVTXAvalo Therapeutics, Inc.$38.4M+27%

What changed in Q2 2026

Against the previous quarter's 13F: 5 new, 6 added to, 9 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.

New positions (5)

  • QTTB$QTTBQ32 Bio Inc.$29.9M

    first bought this quarter

  • ABSI$ABSIAbsci Corp$27.4M

    first bought this quarter

  • SGMT$SGMTSagimet Biosciences Inc.$19.3M

    first bought this quarter

  • RACC$RACCResearch Alliance Corp III$5.3M

    first bought this quarter

  • ENTX$ENTXEntera Bio Ltd.$4.3M

    first bought this quarter

Added to (6)

  • XOMA$XOMAXOMA Royalty Corp+193%

    now $322.7M · held 10 qtrs

  • RVMD$RVMDRevolution Medicines, Inc.+4%

    now $555.3M · held 12+ qtrs

  • AVTX$AVTXAvalo Therapeutics, Inc.+27%

    now $38.4M · held 8 qtrs, 2 adds in a row

  • ALKS$ALKSAlkermes plc.+8%

    now $112.9M · held 2 qtrs, 2 adds in a row

  • IVVD$IVVDInvivyd, Inc.+44%

    now $24.6M · held 3 qtrs

  • OKUR$OKUROnKure Therapeutics, Inc.+64%

    now $14.8M · held 2 qtrs, 2 adds in a row

Trimmed (9)

  • KYMR$KYMRKymera Therapeutics, Inc.-30%

    now $444.0M · held 12+ qtrs

  • IMUX$IMUXIMMUNIC, INC.-90%

    now $11.8M · held 10 qtrs

  • MIRM$MIRMMirum Pharmaceuticals, Inc.-33%

    now $123.6M · held 12+ qtrs

  • PVLA$PVLAPALVELLA THERAPEUTICS, INC.-30%

    now $102.8M · held 7 qtrs

  • TYRA$TYRATyra Biosciences, Inc.-25%

    now $47.1M · held 12+ qtrs, 4 trims in a row

  • NKTR$NKTRNEKTAR THERAPEUTICS-7%

    now $166.9M · held 4 qtrs

+3 more in the Excel export

Sold out (2)

  • CMPX$CMPXCompass Therapeutics, Inc.was $41.1M

    held 3 qtrs

  • SEPN$SEPNSepterna, Inc.was $32.5M

    held 6 qtrs

Share

Holdings by quarter

Every 13F BVF INC/IL has filed, 41 earlier quarters. Pick one to see what it held then.

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Is it too late to follow BVF?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of BVF's top 20 holdings: 27/100 (our AI quality score, weighted by position size; 10 of the 20 are scored)

Top 10 since filing

-19.1%

Value-weighted move of the 10 largest stock positions

Turnover

10%

Last quarter; 42% over the last 4

Top 10 weight

66%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

90%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2023 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

BVF INC/IL disclosed 44 positions worth $3.9B in its Form 13F-HR for Q2 2026, led by $RVMD (Revolution Medicines, Inc.) at 14.2% of the equity portfolio, followed by $KYMR and $XOMA. During the quarter the fund opened 5 new positions and exited 2 — including a new stake in $QTTB and a full exit from $CMPX. The portfolio is most concentrated in Healthcare (99.9% of disclosed assets). All figures are sourced directly from BVF INC/IL’s Form 13F-HR filing with the SEC under CIK 1056807.

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AI-Powered Hedge Fund Analysis: BVF INC/IL

13F Pro is an AI hedge fund tracker and stock research platform. For BVF INC/IL (SEC CIK: 1056807), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in BVF INC/IL's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.